Finvest: AI Wealth Manager app analytics for July 22

Finvest is your personal wealth manager, designed to put powerful financial tools in your hands. Whether you’re just getting started or managing multiple accounts, Finvest gives you the tools to track your wealth, uncover insights, spot what you might be missing, and make smarter financial decisions with confidence. FINN: YOUR AI WEALTH MANAGER Finn connects to all of your accounts, understands your full financial life, tells you what needs attention, and helps you act on it. With it, you have an investment advisor, tax expert and private banker all in one, in your pocket. FINN FEED: YOUR PERSONALIZED MONEY BRIEFING Your Feed brings what matters straight to you. Finn surfaces idle cash, portfolio drift, tax opportunities, and market moves that actually affect you. Open the app and see what deserves your attention today. FINN CHAT: ASK FINN ANYTHING Ask Finn about your portfolio, a market move, or a decision you're weighing. Finn answers with your numbers, understands your context and walks through the tradeoffs, so you're not guessing. FINN TASKS: PUT YOUR MONEY TO WORK Tell Finn what you want to happen and it sets up the workflow. Finn handles the steps, monitors the conditions, and checks with you before moving any money so you’re always in control. FINN PLANS: STAY ON TRACK Big financial goals like buying a home, paying down debt, or planning for taxes take time. Finn Plans track your progress, catch you when you fall behind, and tell you the next move. Your plan stays alive as your life changes. FINN STORIES & TIMELINE: NEWS THAT MATTERS TO YOU Finn follows the news, filings, and company events tied to what you own and organizes them into clear timelines. See what happened, why it matters, and how it touches your money. FINN SCORE: EVERY STOCK, CLEARLY RATED Finn scores stocks and ETFs across growth, valuation, financial health, performance, risk, and sentiment. Each one is measured against its industry, so you know where it really stands. Make decisions confidently with the help of research backed by data and explained simply. FINN PICKS: SEE CURATED INVESTMENT IDEAS Finn Picks is a curated portfolio built on the Finn Score system. It turns structured analysis into a clear set of investment ideas you can act on, personalized to your goals. The company official registered name is Get Moving, Inc. All investments involve the risk of loss. Disclosures: https://www.getfinvest.com/legal Get Moving Inc, 425 2nd Street, Suite 601, San Francisco 94107 © 2023 Get Moving Inc ("Finvest")