What is Finlo?
Finlo is an AI-driven platform that provides a stock portfolio builder, allowing users to create and manage their own stock portfolios based on their preferences and investment goals.
Features of Finlo
- Build and manage a personalized stock portfolio tailored to your specific investment goals and risk tolerance
- Leverage advanced AI to create and manage your portfolio
- Benefit from fully automated portfolio adjustments based on real-time market conditions
- Access detailed reports on asset allocation and diversification
- Receive a customized portfolio based on your inputs
- Monitor and adjust your portfolio as needed to stay on track with your goals
How to Use Finlo
- Complete a short questionnaire to establish your goals, risk tolerance, and timeline
- Receive a customized portfolio based on your inputs
- Monitor and adjust your portfolio as needed to stay on track with your goals
Pricing of Finlo
Finlo offers a subscription-based model, with pricing details available upon request.
Helpful Tips for Using Finlo
- Update your portfolio once per month to ensure it remains aligned with your goals and risk tolerance
- Take advantage of Finlo's automated portfolio adjustments to minimize manual effort
- Monitor your portfolio's performance regularly to make informed investment decisions
Frequently Asked Questions
How does Finlo work?
Finlo helps you build and manage your own stock portfolio based on your preferences and investment goals. You can create a diversified portfolio tailored to your specific investment goals and risk tolerance.
How often do I need to update my portfolio?
You will only need to update your portfolio once per month.
Will I need to spend a lot of time on this each month?
Not at all. You only need to take a few minutes each month to update your holdings through your brokerage account.
Does Finlo hold my money?
No, we do not hold your money. You are responsible for purchasing and managing your stock portfolio.
What if I have more questions?
If you can't find an answer to your question here, please contact us and we'll be happy to help you.