Trading Dashboard — Portfolio & AI Insights
The Fincai trading dashboard brings your portfolio and the market together in one view. When a brokerage is connected it shows your live positions and portfolio value; when it is not, the dashboard falls back to a clearly labeled demo view so you can explore the layout without an account.
Alongside the portfolio, the dashboard surfaces a real-time market snapshot and agentic AI insights for the stocks and options you follow, so you can see what changed and what the AI thinks before you act.
Portfolio data comes from the Robinhood Agentic Terminal connection: when the AI agent is connected via Robinhood's official Trading API, the dashboard reflects your real positions and portfolio value; otherwise it uses demo portfolio data as the fallback. Market figures are drawn from real-time data, and the AI insights are produced by the same multi-agent analysis system — technical, sentiment, and fundamental agents plus a bull/bear debate — that powers the rest of Fincai.
From the dashboard you can move directly into the trading chat, the market analysis tools, or the strategy builder, so it works as a hub for the whole product rather than a static report. The insights it shows are informational context, not signals to act on.
Fincai's analysis is generated by AI systems that can be incomplete, out of date, or simply wrong, including in ways that read as confident and specific. Treat every output as a starting point for your own research, not a conclusion. Verify before you act.
Fincai is a software tool for market analysis and order entry. It is not an investment adviser, broker-dealer, or financial planner. Nothing Fincai produces is personalized investment advice, a recommendation to buy or sell any security, or an offer or solicitation of any kind. Fincai does not consider your financial situation, investment objectives, tax position, or risk tolerance.
Trading involves substantial risk, including the possible loss of the entire amount invested. Options carry additional risk and are not suitable for every investor. Before trading options, review the Options Clearing Corporation's disclosure document, Characteristics and Risks of Standardized Options.
Fincai is an independent product and is not affiliated with, endorsed by, or sponsored by Robinhood Markets, Inc. Fincai connects to Robinhood only through Robinhood's official Trading API using secure OAuth authorization, and never sees or stores your Robinhood password. Robinhood is a trademark of its respective owner.
Fincai is for informational purposes only and is not a registered investment adviser. It does not provide personalized financial advice. Trading stocks and options involves risk, including the possible loss of principal.
Not affiliated with or endorsed by Robinhood Markets, Inc.
- Live portfolio overview from your connected brokerage
- Real-time market snapshot
- Agentic AI insights for stocks and options
- Portfolio sourced from the Robinhood Agentic Terminal connection
- Clearly labeled demo view when no brokerage is connected
- A hub into the chat, market analysis, and strategy builder