Portfolio and holdings
Allocation, concentration, cash, and open positions
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Finny can reason across your portfolio, trade history, watchlist, indicators, and trading plan in the same conversation.
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Which part of my portfolio creates the most risk right now?
Your largest risk is concentration, not volatility. VBL represents most of the current portfolio weight, so a single stock move dominates the result.
ConcentrationHigh
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Connected context
The answer can use what Fintrix already knows.
Finny uses explicit tools for facts. It can fetch the relevant account and market data before explaining the decision.
Trades and performance
Recent decisions, P&L, behavior, and timing
Market context
Quotes, stock search, watchlist, and indicators
Plans and playbooks
Rules, strategies, and evidence-based trading plans
Explanations that show the risk first.
Finny is built to explain context and trade-offs. It does not replace judgment or guarantee outcomes.
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