FinAdvisor

What is FinAdvisor?

FinAdvisor is an AI-powered personal finance platform that connects to your bank and investment accounts and tells you what to do with your money — not just what happened last month. Most finance apps show you pie charts of last month's spending. FinAdvisor answers the questions that actually matter: → Should I sell appreciated stock this year or next to minimize capital gains taxes? → What's the real after-tax cost of funding a down payment from my brokerage account? → How much can I contribute to my 401k before hitting the next tax bracket? → Is my portfolio allocation appropriate for my age and retirement timeline? Six modules powered by AI and driven by your actual account data: • Tax optimizer — bracket headroom, 401k room, IRA eligibility, Roth conversion opportunity, state-specific rates • Capital gains timing — exact tax savings from staging stock sales across tax years • Investment analysis — concentration risk, asset allocation, fee drag, rebalancing suggestions • Big purchase planner — true after-tax cost of funding a home, car, or boat from your brokerage • Credit card optimizer — best cards for your actual spending patterns • Real transaction budgeting — actual spending from connected accounts across 12 categories Connects via Plaid (read-only). 7-day free trial. US only.

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