Does an insight mean Finn is telling me to make a trade?

No. An insight explains a condition or trade-off. You choose whether to explore it, and any available action requires your approval.

Why did an insight disappear?

Finn can resolve an insight when its underlying condition is no longer present, when new information changes the conclusion, or when another issue becomes more important to address first.

What is the difference between an insight and a notification?

An insight is the underlying explanation of a financial condition or opportunity. A notification is one way Finn may bring a material insight to your attention.

Can several insights apply to me at once?

Yes. Finn can identify more than one issue, but it is designed to prioritize what is most useful to address instead of treating every observation as equally urgent.

How does Finn decide an insight is important?

Finn considers the insight’s relevance, materiality, urgency, and relationship to the rest of your active financial picture.

Can I ask Finn to explain an insight in more detail?

Yes. You can use Finn to explore the reasoning, information, and possible next steps behind an insight.

Are Finn insights personalized recommendations?

Insights are personalized to the information Finn has available, but they are intended to help you understand and evaluate a decision rather than remove your judgment from it.

Understanding Finn Insights and Priorities

A Finn insight is a focused explanation of something in your financial life that may deserve attention. It is not a generic alert or an instruction to act. Finn uses an insight to show what changed, why it may matter to you, and what you can explore next.

Why an insight can appear

A portfolio has a concentration, diversification, quality, or position-level issue worth reviewing.
A tax-aware investing question may be timely because of losses, realized gains, asset location, or a contemplated sale.
Cash, debt, retirement, or contribution information points to a financial priority that may be higher impact than the next investment idea.
A recurring behavior or decision pattern may be affecting the way you invest.

How Finn prioritizes insights

Finn is designed to focus attention rather than create noise. Insights can be ranked by their relevance, materiality, and urgency. When several things are true at once, Finn can suppress lower-priority items behind the issue that is more useful to address first.

An insight can change or resolve

Financial conditions change. Finn can update an insight as new account information arrives and resolve it when the underlying condition is no longer present. That keeps old observations from looking like permanent instructions.

Common questions

Does an insight mean Finn is telling me to make a trade?: No. An insight explains a condition or trade-off. You choose whether to explore it, and any available action requires your approval.
Why did an insight disappear?: Finn can resolve an insight when its underlying condition is no longer present, when new information changes the conclusion, or when another issue becomes more important to address first.
What is the difference between an insight and a notification?: An insight is the underlying explanation of a financial condition or opportunity. A notification is one way Finn may bring a material insight to your attention.
Can several insights apply to me at once?: Yes. Finn can identify more than one issue, but it is designed to prioritize what is most useful to address instead of treating every observation as equally urgent.
How does Finn decide an insight is important?: Finn considers the insight’s relevance, materiality, urgency, and relationship to the rest of your active financial picture.
Can I ask Finn to explain an insight in more detail?: Yes. You can use Finn to explore the reasoning, information, and possible next steps behind an insight.
Are Finn insights personalized recommendations?: Insights are personalized to the information Finn has available, but they are intended to help you understand and evaluate a decision rather than remove your judgment from it.