FinAdvisor
Your personal CFO, powered by AI
What it does
FinAdvisor connects to your bank and investment accounts and answers forward-looking financial questions other apps can't: → Should I sell stock this year or next to minimize capital gains? → What's the real after-tax cost of funding a down payment from my brokerage? → How much 401k headroom before hitting the next bracket? Tax optimizer · Capital gains timing · Investment analysis · Big purchase planner · Credit card optimizer · Real transaction budgeting Powered by AI. Driven by your data.
Does the same job
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Hi, my name is Kam, and today my cofounder Josh and I are shipping Finterm, a CLI that gives coding agents direct access to financial data: stock prices, options data, SEC filings, and Ticker Deep Research, a filtered ticker news search. I’m a developer and have been a full-time trader for the past few years.Recently I have been using LLMs more and more in my trading and strategy. I always found it frustrating that Claude Code or GPT did not have direct access to actual financial information and had to rely on web search, so it couldn’t get me more granular numbers for specific options…
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