Type a real question and get an answer from your actual accounts — with every figure linking back to the holding, transaction or filing it came from.
It asks you first: “Your bond fund is in the taxable account — want to see what that costs?”
Why this isn’t in your brokerage app
All the math runs in code; the assistant only decides what to look up and how to explain it. Ask the same question twice and you get the same answer.
Click any number and it opens the exact holding, transaction or filing behind it. Nothing is asserted without a receipt.
“How much am I down on tech?” is answered from your positions and your prices — a general-purpose chatbot cannot see either.
What you get
“How much am I down on tech?” “Can I afford the house?” “What did I spend on travel last year?” — answered from your actual accounts, not the internet.
Every figure links back to the exact holding, transaction or filing behind it. Nothing is asserted without somewhere to check it.
All the math is done in code; the assistant only decides what to look up and how to explain it. Ask the same question twice, get the same answer.
Attach a statement or a prospectus and ask about it directly — read for the answer, never stored.
Open it from a holding and the conversation stays there instead of dragging in your whole portfolio.
The one question worth your attention today, waiting on the home screen — instead of a blank box.
What’s underneath
The same five rules hold on every screen in Finode — including this one.
A price we couldn’t get marks the total as incomplete. We never round a gap down to make things tidy.
Excluded transfers, retirement accounts, unpriced positions — named right beside the number.
Anything we assumed is labelled as ours, never blended into your figures.
Your statement is parsed for the numbers and discarded — there’s no document vault holding your files.
On every account. And deleting your account genuinely deletes it — connections revoked, uploads removed, no coming back.
Keep going
Every account, the house included, with a net worth line you can watch move.
Explore →Diligence reports, fund look-through, options and crypto done properly.
Explore →Bills, lobbying money, congressional trades and FDA dates on your tickers.
Explore →One connection, or a screenshot of your brokerage app. Everything above starts working the moment you link something.