Stock and Finance AI — AI Markets & Money Center

Settings

Done

Your financial profile

Helps the AI advisor understand your situation and goals. Stays in this browser.

NameAgeMonthly take-home income ($)

Risk toleranceInvesting horizonExperience

Financial goals

Market data

Free keys, used only from your browser. Without them the app shows DEMO data so you can explore every feature.

Finnhub API key — quotes, news, company data (get a free key) Twelve Data API key — price history fallback (optional)

Free tiers are for personal use and are rate-limited (Finnhub: 60 calls/min). Quotes may be delayed. Data is for information only.

AI agent permissions

The advisor can propose changes — updating your portfolio, watchlist, budget or goals, preparing trade instructions, and generating reports. Every change waits for your approval unless you allow it below. It never places real trades.

Let the agent update watchlists and generate reports without asking

AI provider

Choose where your AI advisor runs. Keys stay in this browser and are only sent to the service you pick.

Free AI from AI Verse, ready to use with no key. Every app includes 20 free daily uses of AI. For unlimited, full-strength AI, get an AIV key.

Full-strength AI from AI Verse, recommended for full use. One key works in every AI Verse app. Get an AIV key

AIV API key Model

Free tier, recommended for testing. Create a key at console.groq.com/keys.

Groq API key Model Vision model (for statement images)

Use your own key from any OpenAI-compatible service. A few services block requests from web pages — Test connection will tell you.

ServiceAPI URL

API key Model Vision model for statement images (optional)

Run a model on your own computer with Ollama or LM Studio. Nothing leaves your machine. Works on the computer running the model.

ServerServer URL

Model Vision model for statement images (optional)

Setup

Ollama

Install from ollama.com and download a model, e.g. ollama pull qwen3:8b (7–8B models or larger work best for planning and email).
Allow this site to talk to Ollama by setting OLLAMA_ORIGINS to , then restart Ollama.
Mac: launchctl setenv OLLAMA_ORIGINS "" · Windows: add it under System → Environment Variables · Linux: OLLAMA_ORIGINS= ollama serve

LM Studio

Load a model, open the Developer tab and start the server.
Turn on Enable CORS in the server settings.

If your browser asks to let this site access devices on your local network, allow it.

A small model downloads once into this browser and runs on your graphics card — fully private, and it works offline afterwards. Needs Chrome or Edge with WebGPU. Answers are simpler than cloud models. Reading statement photos needs a vision model from another provider; CSV and PDF statements work with any model.

Model

Your data

Everything is stored only in this browser. Uploaded statements are read on your device; their text is sent to your AI provider only when you ask the AI to extract or analyze them.

Import backup