Finara
AI-first portfolio intelligence

Your AI co-pilot
for smarter investing

Finara connects your portfolio to Claude AI,delivering real-time risk scores, natural-language advice, tax harvest alerts, and stock research in one elegant dashboard.

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3,000+Monte Carlo simulations
5-factorFama-French model
Real-timelive market prices
RLSrow-level security

How it works

From import to
AI-guided clarity

Five steps to a smarter, AI-managed portfolio.

Instant import01

Add your assets

Import a CSV or PDF brokerage export in one click, or add holdings manually. Stocks, ETFs, crypto, funds, bonds, and cash,all in one place.

Instant analysis02

AI grades your risk

The moment your portfolio is loaded, Claude analyzes concentration, correlation, volatility, and drawdown risk,delivering a graded report with actionable fixes.

Natural language03

Ask your AI advisor

Chat with an AI that knows your portfolio deeply. Ask anything,"should I trim NVDA?", "what happens if tech drops 20%?", "suggest 3 stocks to complement my holdings."

Save on taxes04

Harvest tax losses

AI automatically scans your portfolio for unrealised losses that can offset gains. See exact amounts, timing guidance, and which positions to consider selling.

AI research05

Research any stock

Deep-dive into any ticker with AI: RSI & SMA technicals, fundamental ratios, analyst consensus, and bull/base/bear price targets,all in one view.

AI Advisor

An AI that thinks like
a portfolio manager

Claude reads your live portfolio data,not generic market info,and gives you specific, actionable answers.

Risk Score & Breakdown

Graded A–F with issue-by-issue severity flags. Each issue includes a precise, data-backed action to fix it.

Rebalancing Planner

AI calculates exact buy/sell quantities to reach target allocation. Accounts for your tax situation and current prices.

Natural Language Chat

Ask anything. "What happens if tech drops 30%?" or "Which holding has the worst risk/reward?",answered instantly.

Tax-Loss Harvesting

AI identifies unrealised losses to offset capital gains. Shows you exact amounts and suggests replacement assets.

Stress Testing

12 historical scenarios,2008 crash, COVID drop, dot-com bust,applied to your current portfolio composition.

Stock Deep Dive

Full AI research report per ticker: RSI/SMA technicals, P/E, analyst consensus, and three price target scenarios.

Risk Intelligence

AI-graded · updated live

B / 72
HIGH

NVDA at 26%,trim to ≤15%

MED

Tech overweight (0.87 avg correlation)

OK

Sharpe 1.84,return/risk excellent

VaR 95%

−$8.2K

Monte Carlo

+118%

Max Draw

−22.4%

Risk Intelligence

Institutional risk,
explained simply

The same probabilistic models used by hedge funds,Monte Carlo, factor regression, tail-risk analysis — run on your actual portfolio and explained in plain language.

  • Portfolio risk grade A–F with per-issue breakdown
  • 3,000-path Monte Carlo,bull/median/bear projections
  • VaR, CVaR, max drawdown, and Sharpe ratio
  • 12 historical crash scenarios (2008, COVID, dot-com…)
  • Fama-French 5-factor exposure radar
  • Sector + asset class concentration heatmap

Start investing with
AI on your side

Add your first asset and get an AI risk grade in under a minute. Self-hosted, private, and completely yours.