FinBot - FinBot Tutor + 6 elite analysis modes

The research guide that never sleeps.

Ask anything in plain language, from any page. Find ideas, value companies, map your portfolio's risk - educational always. The decisions stay 100% yours.

My page!
FinBot, the EZvest AI research guide

You ask

Type a question or pick a ready-made one by category. Plain language in, plain language out.

FinBot digs

Live markets, fundamentals, charts and your portfolio context - crunched in seconds.

You decide

A clear educational breakdown in your chosen currency - never a buy/sell instruction. Keep the deep ones in Saved Reports.

Meet your research guide

Talk to FinBot. Right here.

This is a small taste of FinBot Tutor. Inside the app he's wired to live markets, your news and your portfolio.

finbot://tutor-demo Online

FinBot Tutor, zero jargon.

Pick a question or type your own. FinBot answers in plain language - and in the app, every elite mode is one tap deeper.

// educational tool - not financial advice - demo costs 0 credits

🔎

Idea Finder

Takes your budget, risk appetite, sectors and horizon, builds an evidence-backed shortlist and shows where data is missing.

ELITE MODE
📊

DCF Valuation

Builds a full cash-flow model from your ticker and estimates what the company may actually be worth.

ELITE MODE
🛡️

Risk Assessment

Maps your holdings, concentration, correlations and stress scenarios - before the market finds them for you.

ELITE MODE
📰

Earnings Preview

Breaks down earnings history, expectations, key metrics and possible market reactions around the announcement.

ELITE MODE
💼

Portfolio Builder

Turns your goals into a practical portfolio plan with specific ETFs, a timeline, and a strategy that fits your life.

ELITE MODE
📈

Advanced Chart Check

Reads the chart, maps the trend and key levels, and highlights where risk and opportunity may sit.

ELITE MODE
🎓

Learning Review

Looks back at your lessons and quiz answers, spots the ideas that haven't clicked yet and walks you through them again.

LEARNING MODE
🗓️

Calendar Event Brief

Explains an upcoming economic event - what's expected, why it matters and which assets it tends to move - before the number drops.

CALENDAR MODE

Every report can be written in the currency you choose, so the numbers make sense for your money.

FinBot Tutor

A tutor that's always one tap away.

Ask anything for 1 credit a message. FinBot Tutor opens from any page in the app, so help is there the moment something doesn't make sense.

01

Starter questions

Not sure what to ask? Pick a ready-made starter question and go from there.

02

Tap-to-reply buttons

Suggested follow-ups appear as buttons, so you can keep going without typing.

03

"Simpler" button

Answer too technical? One tap and FinBot explains it again in plainer words.

04

Opens from any page

Markets, news, your portfolio or a lesson - FinBot Tutor comes with you.

Saved Reports

Every deep report, kept and easy to find.

Your FinBot reports live in one library, so you can come back to them, ask follow-ups and see how things have changed.

DATES

Grouped by date

Reports are sorted into days, with ticker chips so you can spot the one you want at a glance.

READ

Full reader

Open any report in a clean, full-page reader built for longer analysis.

ASK

Tutor follow-ups

Ask FinBot Tutor about any part of a report without leaving it.

RE-RUN

Re-run button

Run the same report again on fresh data to see what's moved since last time.

The market is loud.
Your workspace doesn't have to be.

Join investors researching in one calm workspace. EZvest is live now, and your 10-credit welcome gift is waiting.

++10 XP