Use your saved Finnce records to understand your portfolio and organize your investment research. With your permission, read saved portfolios, positions, purchases and sales; review watchlists and existing alerts; add an asset to a selected watchlist; and create or review thesis, contingency, review and checklist drafts. You choose the permitted data and actions in Finnce and can pause or revoke access there. Saved records may be incomplete and are not independently verified broker history. Drafts require your review. Finnce does not trade, move money, alter your purchases or sales, or guarantee returns. Creating new price alerts through this connection is currently unavailable. A Finnce account and a completed connection are required; installing the plugin alone does not authorize access.
How to use
- 1Add it in ChatGPT
Open Finnce in ChatGPT's Plugin directory (button above), select + to add it and sign in if asked.
- 2Use it in a chat
Type @ in the composer and pick Finnce, or start your message with its name. ChatGPT may also suggest it when it fits what you ask.
Things to ask
- “Review my saved purchases and sales and tell me what information is missing.”
- “Show my Finnce watchlists and existing alerts without changing anything.”
- “Help me write a contingency draft, starting with my goals and constraints.”