How Finn Analyzes Your Portfolio Across Accounts
Finn helps you look at a portfolio as part of your whole financial life—not as a list of tickers in one brokerage account. It can combine connected investment and retirement holdings to help you understand where risk, concentration, and opportunity may be hiding.
What Finn can help you evaluate
- The size of individual positions and whether several accounts add up to more exposure than expected.
- Diversification across assets, sectors, investment types, and themes.
- Portfolio performance and the difference between a realized return and a hypothetical comparison of current holdings.
- Position-level and ETF-level considerations that may deserve a closer look.
- How a potential investment, sale, or allocation change could fit with the portfolio you already own.
How Finn works
From holdings to a portfolio-level question
- 01
Aggregate the holdings
Finn can recognize a position held across more than one connected investment or retirement account.
- 02
Assess the mix
It can evaluate exposure, concentration, diversification, and the contribution a holding makes to the overall picture.
- 03
Bring in your context
A useful portfolio question also depends on goals, time horizon, liquidity, tax considerations, and how much risk you are willing and able to take.
- 04
Explain the trade-off
Finn can show why something may matter and help you decide whether it deserves a change, more research, or no action at all.
Portfolio analysis is not a blanket sell signal
A concentrated holding, sector exposure, or underperforming position can be worth reviewing without automatically being wrong for you. Finn’s role is to make the trade-off visible and put it in context before you decide whether to act.
Common questions
- Can Finn see a stock I hold in more than one account?
- When the relevant accounts are connected, Finn can identify positions held across multiple investment and retirement accounts and consider the combined exposure.
- Does a concentration insight mean I should sell?
- No. It means the concentration may be relevant to review. The appropriate decision depends on your goals, time horizon, taxes, risk tolerance, and other holdings.
- Can Finn help me understand diversification?
- Finn can help evaluate diversification across assets, sectors, investment types, and positions held in connected investment and retirement accounts.
- Can Finn show portfolio performance?
- Finn can help you explore portfolio performance, including the distinction between actual account performance and a hypothetical current-holdings comparison.
- Can Finn help me understand ETF exposure?
- Finn can help analyze ETF composition and how an ETF’s exposure may overlap with or diversify the rest of your connected portfolio.
- Does Finn consider my retirement accounts in portfolio analysis?
- When connected, investment and retirement holdings can both inform portfolio-level analysis.
- Can portfolio analysis account for my goals?
- Yes. Goals, horizon, liquidity needs, and risk preferences are relevant context for interpreting a portfolio observation.
