Meet FinCoach — your personal AI trading coach

Import your stocks, options and crypto, and get portfolio analysis, behavioral insights and coaching tailored to you — not generic tips. It learns your positions and speaks your language.

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Free to start · Stocks, options & 15-chain crypto

Works withInteractive BrokersTrading 212

60s

From upload to insights

100%

Of positions parsed

Stocks · Options · Crypto

Tracked together

Coaching on your data

Features

Everything you need to understand your portfolio

From your broker statements to a coach that knows your every position — FinCoach turns your trading history into personal clarity.

Broker statement imports

Drop in your IBKR or Trading 212 statement. We parse every position — even the messy multi-column PDFs — straight into a clean portfolio.

AI portfolio analysis

Claude reads your holdings and trades and explains what is actually happening in your portfolio — concentration, risk, drift, and exposure — in plain language.

Behavioral insights

Spot the patterns that cost you: overtrading, FOMO entries, panic sells, commission drag. Each insight cites your real tickers and numbers.

Options tracking

Open option contracts are tracked alongside your stocks — strike, expiry, days-to-expiry, cost, mark, and unrealized P/L, long or short.

Personal AI coach

Chat with a coach that knows your portfolio, options, goals, and crypto. Stress-test an idea or get a second opinion before you place the trade.

Market intel & discovery

Earnings radar, sector views, and discovery tools surface what matters for the names you actually hold — not generic noise.

LIVE

PORTFOLIO VALUE

$84,920.18

+$2,310.40 (+2.80%) today

Total P&L: +$11,240 (+15.3%)

1D1W1M3M1YMAX

AI ANALYST · DAILY BRIEF

Good morning. Here's your briefing across 7 positions.

🏆 GOOG is your top performer — +$4,120 (+18.2%) since entry.

⚠️ COIN 170C is underperforming — review thesis or sizing.

💡 Open Discover to scan fresh opportunities for your profile.

Stock analysis

Analysis that goes past the price chart

Pull any ticker in your portfolio — or one you’re researching — and get a structured, AI-driven read grounded in real market data.

AI verdict & thesisAn at-a-glance take on the setup, key risks, and what would change the view.
News impactRecent headlines scored for how they actually affect the stock — signal over noise.
Earnings radarUpcoming earnings dates and context for every name you hold.
Sector & peer contextHow a position sits within its sector and against comparable names.
Behavioral patternsOvertrading, FOMO entries, and concentration flagged from your own history.

Coverage

Built for global, multi-currency portfolios

US & European markets

Equities, ETFs, options, and crypto across 15 chains and major US & European exchanges.

Broker support

Interactive Brokers (global) and Trading 212 — import statements directly.

Multi-currency

Handles EUR, USD, and GBP holdings with correct cost-basis and P&L.

Tax-aware

Realized vs unrealized P&L broken out, with a Lithuania (GPM) capital-gains view.

How it works

Three steps to a smarter portfolio

Import your statement

Upload a broker PDF or connect your account. Your positions and options load in seconds.

Get your analysis

Claude breaks down performance, risk, and the behaviors driving your results.

Trade with a coach

Track positions, follow insights, and check ideas with your AI coach before you act.

Ready to see your portfolio clearly?

Launch the app, import a statement, and meet your AI trading coach.

Launch app