“Put all my investments in one report.”

Show my allocation and unrealized gains across brokerages.

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what your agent receives
you › Use fin, my local command-line tool for my bank and brokerage data (run `fin help` to see its commands), to create a polished visual report with charts and a concise summary: Put all my investments in one report. Show my allocation and unrealized gains across brokerages.

The app opens with this prompt filled in; read it, then press Enter. It needs fin installed and connected to your accounts, so set it up first if you haven't.

// AI-generated report · illustrative data

fin supplies the data. Your agent creates the layout, charts, and analysis.

AI-generated investment report with illustrative data: $284,316 across three brokerages, asset allocation, and unrealized gains