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Every tile below is populated with simulated insights so you can understand the real-time experience. Connect your brokerage or sign in to see your actual portfolios, watchlists, and automations.
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Sector breadth, macro catalysts, and curated news are mocked from real playbooks.
Alerts, earnings prep, and collaboration callouts show the product end-to-end.
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Simulated holdings that mirror what a connected brokerage account would surface.
Total value
$541.26K
Net flows (30d)
$27.4K
AI reconciled deposits, withdrawals and dividends.
Top allocation
AAPL
Apple Inc. · 24% of total value
Forward yield
+2.1%
Based on trailing distributions from income holdings.
Core holdings
AAPL
Apple Inc.
MSFT
Microsoft Corp.
NVDA
NVIDIA Corp.
AMZN
Amazon.com Inc.
Watchlist momentum
CRM
Breakout above 52-week high
AMD
Volume surge on AI guidance
TSLA
Support retest holding for fourth session
Copilot recommendations based on demo portfolio flows.
Trim overweight AI basket
NVDA now 16% of exposure. Consider trimming back to 12% to rebalance risk.
Schedule earnings prep
AMZN and CRM report within 7 days. Queue briefing to align coverage notes.
Automate cash sweeps
Deploy idle cash into short-duration treasuries. Yield spread +170 bps.
A simulated breadth view showing how Fainancial highlights cross-market momentum.
Breadth indicator
+0.74%
3 sectors advancing · 2 declining
Advancers
3
Decliners
2
Semiconductors
AI infrastructure demand continues to pull capital into chip names.
Cloud Software
Usage-based reacceleration supports margin upgrades for SaaS leaders.
Semiconductors
+2.8%AI infrastructure demand continues to pull capital into chip names.
Cloud Software
+1.9%Usage-based reacceleration supports margin upgrades for SaaS leaders.
Renewable Energy
-1.3%Rate sensitivity weighs on yield names despite policy tailwinds.
Consumer Discretionary
+0.7%Spending resilience aided by easing inflation prints this month.
Financials
-0.4%Regional banks consolidate after earnings outlook updates.
Fed commentary tilts dovish
Chair hints at flexibility for a mid-year cut if labor data cools further.
ISM manufacturing surprises lower
Contraction deepens as new orders slow, pressuring industrial names.
Oil stabilizes near $78
Supply disruptions priced in while demand outlook holds steady.
Rebalance growth tilt
Shift 2% from semiconductors into quality staples to reduce beta without sacrificing EPS growth.
Upgrade renewable hedges
Options desk suggests buying call spreads into policy catalysts next quarter.
Monitor bank credit
Spread widening now at 6-week highs—configure alert if >150 bps moves persist.
AMZN
Amazon.com Inc.
Marketplace margins expanding as logistics automation scales.
CRM
Salesforce Inc.
Net retention stabilizing while AI add-ons lift pipeline.
SHOP
Shopify Inc.
Guiding to disciplined spend as GMV normalizes post-holiday.
NET
Cloudflare Inc.
Security pipeline accelerating with AI traffic filtering demand.
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Headlines are mocked to illustrate how sentiment analysis and summarization threads stories into your workflow.
AWS, Azure, and Google Cloud outline multi-year spending plans that fuel semiconductor demand and AI platform rollouts.
Leading retailers report traffic improvement and inventory discipline, extending the soft-landing narrative for consumers.
Buyers target zero-trust and identity assets as enterprise budgets shift to defensive automation and threat intelligence.
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Static preview of an automation workflow that escalates NVDA breakout events to the equities desk.