Natural Language Input
Example 1
Example 2
Conservative
Aggressive
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Your Portfolio
Strategy
Strategy
Consolidated Financial Intelligence
$0
Total Assets
Parsed Assets
Manual Assets
Manual Total
0%
$0
Portfolio Allocation Breakdown
Manual Assets
Assets entered manually
$0
Parsed Assets
Synced from brokerage docs
$0
Combined Portfolio
Aggregated exposure
$0
Key Insights
Rebalance Strategy
⚠ This dashboard is for educational and illustrative purposes only. It does not constitute
personalized financial, legal, or tax advice. Projections assume consistent 7% average annual
returns and are not guaranteed. Consult a fee-only fiduciary CFP and CPA before making portfolio
changes.
📡 Market data via Finnhub · Data reflects a ~15 min delay · Cache refreshes every 15 min automatically. Market data is fetched live via the Finnhub API and cached server-side.
📡 Market data via Finnhub · Data reflects a ~15 min delay · Cache refreshes every 15 min automatically. Market data is fetched live via the Finnhub API and cached server-side.