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Daily AI summaries · Built for portfolios that matter

Your portfolio,
explained every morning.

Finovi reads the market, watches your holdings, and writes a 60-second summary every morning — what happened, what's coming up, and what's worth a second look. In English or Hebrew.

Educational summaries only. Finovi never recommends buying, selling, or holding any security. Always do your own research.

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60-second daily brief grounded in your actual holdings
Ask anything — chat that knows your portfolio
AI chart analysis with patterns explained in plain English
Hebrew + English, native — not translated
My Portfolio

Today's brief

Friday, April 26 · 7:42 AM · 37 holdings
AI 2 new
Today
+0.57%
$ Change
+$1,420
All-time
+24.07%
Health
82

Tech rally lifted the portfolio 0.57% (+$1,420) today, ahead of the S&P 500's 0.32%, with NVDA and AMD driving 60% of the gain.

NVDA moved +2.8% (+$520) on news of a hyperscaler chip deal. AMD rose 2.4% (+$340) as MI300 lead times tightened. META added 1.6% (+$140) following an analyst note on ad-revenue trends. AAPL drifted -0.4% (-$48) ahead of next week's earnings call.

NVDA+2.82%
AMD+2.39%
META+1.61%
AAPL−0.41%
TSLA−0.27%
📅 Coming up this week3 events
AAPLEarnings9.7% of portfolio
Apr 30 · in 4d
JNJEx-Dividend~$48 expected
Apr 28 · in 2d
FOMCMacroRate decision
May 3 · in 1w
AAPL earnings on April 30
A 5% post-earnings move would shift portfolio value by ±$590. The last two beats were driven by services revenue commentary.
Tech weight is now 71%
Up from 64% three weeks ago — flagged because you mentioned this on April 18. A 5% sector pullback would translate to ±$4,300.
★ Worth a second look
NVDA at 14.6% is now your largest position — every 5% move = ±$1,190 to your portfolio. Just flagging the size in case it's drifted past where you wanted it.
Educational summary · Not investment advice
60s
Daily brief. Open, read, you're caught up.
14+
Stats per holding. Bid/ask, P/E, beta, EPS, dividend, earnings — like Yahoo, but explained.
2 langs
Hebrew + English, native generation. Real RTL.
∞
Concerns remembered — and edit-able when you change your mind.
01 · Stock detail

Tap any ticker. See what moved, and why.

Yahoo gives you stats. Robinhood gives you a chart. Finovi gives you both — plus an AI-written summary that knows this stock is 14.6% of your portfolio, that you bought it at $135, and that you flagged tech concentration two weeks ago.

Descriptive, not prescriptive — Finovi summarizes, never tells you to buy or sell.

  • ✓Yahoo-grade stats: bid/ask, volume, market cap, P/E, EPS, beta
  • ✓Earnings history with beat/miss color-coded markers
  • ✓AI summary written in the context of YOUR portfolio numbers
  • ✓Bilingual: Hebrew or English, native
N

NVIDIA Corp

NVDA · NASDAQ · 120 shares
$889.42
+2.82%
Mkt Cap
$2.18T
P/E
68.4
52W
$974
Beta
1.78
Finovi summary · in your portfolio
NVDA is your largest position at 14.6%. Every 5% move = ±$1,190 to your portfolio. Combined with AMD (11.8%), AI-chip exposure adds to 26.4%.
02 · Ask anything

Questions about your portfolio, answered.

Type any question — "why is my portfolio down today?", "which holding has the highest P/E?", "what's my exposure to semiconductors?" — and get a real answer. Not a generic AI reply, but one grounded in your tickers, weights, cost basis, and history.

Every answer is sourced — tap to see exactly which data points and news headlines were used.

  • ✓Knows your holdings, weights, cost basis, dividends
  • ✓Pulls per-ticker news (not generic CNBC headlines)
  • ✓Cites sources on every claim — no black-box answers
  • ✓Suggested questions adapt to today's portfolio activity
Ask FinoviOnline
Why is my portfolio up today?
You're up +0.57% (+$1,420), with NVDA and AMD driving 60% of the gain on AI-chip news. AAPL is the only material drag — down 0.41% ahead of next week's earnings.
📎 Sources: Yahoo prices · 4 Reuters/WSJ headlines
Which earnings are coming up?
Three this week: AAPL on Apr 30 (9.7% weight), META on May 1 (7.4%), and JNJ ex-dividend on Apr 28 (~$48 expected). The AAPL print is the biggest mover by weight.
📎 Sources: Yahoo earnings calendar
Ask about your holdings…
→
Try asking:What's my best dividend payer?Holdings with negative betaWhy did NVDA move?
03 · AI chart analysis

Charts, explained in plain English.

You shouldn't need to know what RSI or MACD mean to read a stock chart. Tap any holding and Finovi's AI describes what it sees — a breakout, an extended momentum reading, a test of support — in language anyone can understand. We're not building a charting platform. We're building the AI that reads the chart for you.

For deep technical work — drawing tools, custom indicators, multi-pane analysis — TradingView and Investing.com are still your best friends. Finovi is for when you want the gist in one paragraph.

  • ✓AI summary of any holding's chart in plain English
  • ✓Identifies breakouts, support tests, and extended indicators
  • ✓Calls out when RSI / momentum reach historical extremes
  • ✓Observational only — describes patterns, never recommends trades
N

NVDA

$889.42 +2.82%
3MSMA 20SMA 50RSIVolume
SMA 20 ↑ crossover
RSI 71 — extended
52W high
RSI
71.2
SMA 20
$842
SMA 50
$758
Vol
38M
Finovi · what the chart shows
Price broke above SMA 20 on Apr 12 and held. RSI at 71 sits in extended territory — historically this has preceded short consolidations on this name. Volume is elevated 24% vs 90-day average.
04 · It catches what you'd miss

The brief that remembers — and lets you forget.

Mention a concern once — a sector you're watching, a position size you want to revisit, an earnings date you're nervous about — and Finovi remembers. When it materializes, the brief surfaces it. And when you change your mind, you control what stays remembered.

A separate Memory page lists every concern Finovi tracks for you. Edit, snooze, or delete any of them with one tap.

  • ✓Concentration alerts when sectors cross your thresholds
  • ✓Earnings + dividend reminders with portfolio context
  • ✓Manage every memory yourself — review, edit, delete, snooze
  • ✓Privacy-first — your concerns never train an external model
You · April 18, 4:12 PM
"I'm a little worried about my tech concentration after this run-up."
↗
Three weeks later
Surfaced in your morning brief
!
Tech concentration crossed 70%
Up from 64% on the date you mentioned this. You flagged this on April 18 — surfacing it now.
⚙️ Your memory
3 active · 1 snoozed · You control everything
Watch tech-sector concentration
Added Apr 18 · Last surfaced today
Remind me about AAPL earnings (Apr 30)
Added Apr 22 · Triggers in 4 days
Concerned about energy exposure
Snoozed Apr 14 · Auto-resumes May 14
+Add a new concern manually
05 · Depth, not just chat

Tax. Dividends. Risk. Correlations.

Finovi isn't only an AI chat layered on prices. The depth that serious investors care about is built in: tax-loss harvesting calculations with estimated savings, dividend tracking with monthly projections, risk metrics with plain-English explanations, a correlation matrix that shows what actually moves together, and a watchlist that tracks stocks you don't own yet — with target prices.

  • ✓Tax-loss harvesting calculations with estimated savings
  • ✓Dividend calendar + monthly income projections
  • ✓Risk metrics: Sharpe, drawdown, volatility (with plain-English tooltips)
  • ✓90-day correlation matrix to spot diversification gaps
  • ✓Time-weighted return that adjusts for new buys (not just raw P&L)
  • ✓Watchlist with target prices — track stocks you don't own yet, get an alert when they cross your number
Tax-loss harvesting3 candidates
XOM−$340
T−$210
BABA−$185
Est. tax savings$222
Dividends · 2026monthly
Jan$148
Feb$112
Mar$192
Apr$153
May$210
Risk metrics30d
Sharpe ⓘ
1.42
Drawdown ⓘ
−4.2%
Vol. (Ann.) ⓘ
18.6%
TWR ⓘ
+5.8%
Correlation90d
NVDA
AMD
AAPL
NVDA
1.00
0.82
0.51
AMD
0.82
1.00
0.46
AAPL
0.51
0.46
1.00
06 · Bilingual from day one

English. Hebrew. Same depth.

Built for Israeli investors who want their daily brief in their language without losing fidelity. RTL handled correctly, tickers stay LTR, currency in shekels or dollars, briefings generated natively in either language — not translated after the fact.

  • ✓US + Tel Aviv markets in one portfolio
  • ✓Hebrew briefings written natively, never translated
  • ✓Israeli broker CSVs (Meitav, IBI, Excellence) work out of the box
EN
Today's brief
Friday · April 26 · 7:42 AM
Tech rally lifted the portfolio 0.57% (+$1,420) today, ahead of the S&P 500's 0.32%, with NVDA and AMD driving 60% of the gain.
HE
תדריך היום
יום שישי · 26 באפריל · 07:42
ראלי טכנולוגי הרים את התיק ב-0.57% (+$1,420) היום, מעל S&P 500 שעלה 0.32%, כש-NVDA ו-AMD הניעו 60% מהעלייה.

Simple pricing. Honest math.

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Educational information only. Finovi summarizes market events and provides analytical context — it never recommends buying, selling, or holding any security. Always do your own research and consult a licensed financial advisor before making investment decisions.
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