Finance agent
Ask about any stock. You make the call.
Finance follows the market and your portfolio, and gives a buy, hold or sell view on any stock you ask about.
You asked Finance
- Question
- Should I hold AAPL?
- View
- Hold
- Based on
- The market and your portfolio
- Trades placed
- None. That's up to you.

Check your portfolio over your morning coffee.
How it works
Three steps.
- 1
Connect
Connect the accounts you choose. Finance works only with those.
- 2
Ask
Ask about any stock you own or are thinking about.
- 3
Decide
Get a buy, hold or sell view. What you do next is up to you.
What it does
Your money, in one place.
- Portfolio
- Shows your holdings and how they moved, on one screen.
- Markets
- Follows the market and the stocks you care about.
- Stock views
- Gives a buy, hold or sell view on any stock you ask about.
- Charges
- Flags charges that look unusual so you can check them.
What it never does
- Never moves your money.
- Never places a trade for you.
- Only sees the accounts you connect.
A view from Finance is information, not investment advice. Tickers and views on this page are examples.