Getting Started with FinCoach AI: From Statement to Insight in Minutes

FinCoach AI turns your raw broker activity into a clear picture of what you own, how it is performing, and which habits are helping or hurting your returns. This guide walks you through your first session — from upload to your first AI analysis — in about five minutes.

Step 1 — Launch the app and create an account

Click "Launch app" and sign in with Google or an email and password. Your data is tied to your account, so you can pick up on any device.

Step 2 — Import your broker statement

Head to the Portfolio page and upload an activity statement from Interactive Brokers or Trading 212. FinCoach AI reads the PDF directly — including the dense, multi-column position tables that usually trip up importers — and extracts every open position and option contract.

• For Interactive Brokers, export an Activity Statement (PDF) for the date range you want to review.
• Closed, round-tripped positions are filtered out automatically, so you only see what you still hold.
• Open option contracts are parsed too — strike, expiry, quantity, cost, and unrealized P/L.

Step 3 — Read your AI analysis

Once imported, Claude analyzes your holdings and trades and explains what is actually happening in your portfolio in plain language: concentration, risk, exposure, and the behavioral patterns showing up in your trade history. Each insight cites your real tickers and numbers — no generic advice.

Step 4 — Make it a habit

Re-import a fresh statement whenever you want an updated read, and use the AI Coach to ask questions about your portfolio or stress-test an idea before you act. The more context it has, the sharper the coaching.