Description:Incite AI is an AI-driven finance app that provides personalized investment analytics, portfolio management, and risk assessment to help users make smarter financial decisions. Core features include automated portfolio analysis with actionable recommendations, real-time market insights and alerts, and customizable performance reports and exportable data. With secure account integrations and AI-powered scenario simulations, Incite AI helps investors, financial advisors, and active traders optimize asset allocation and identify risks faster. Keywords: AI finance app, investment analytics, portfolio management, risk assessment, financial insights.
How to use:Download Incite AI from the App Store or Google Play and create an account or sign in with your preferred SSO option.
Connect your brokerage, bank, or upload CSV files to securely sync holdings and transaction history.
Run an automated portfolio analysis to view AI-generated recommendations, risk scores, and scenario simulations.
Apply suggested allocation changes or create custom rebalance actions, then monitor performance with real-time insights and alerts.
Use advanced features to set price or risk alerts, schedule recurring reports, export data for tax or advisor use, and customize risk profiles and notification preferences.