One Click Finance
Smarter money, one click
One Click Finance Overview
One Click Finance is an AI-powered financial advisory tool designed to help users manage and grow their wealth with ease. It offers specialized AI advisors for stocks, crypto, budgeting, and long-term planning, providing personalized recommendations based on your portfolio. The tool scans world news to highlight 'Opportunities & Threats' relevant to your assets, ensuring you stay ahead of market trends. Additionally, it features net worth tracking with automatic AI valuations, helping you monitor your financial health over time. Whether you're a beginner looking to learn the basics or an experienced investor seeking timely insights, One Click Finance provides the tools you need to make smarter financial decisions.
One Click Finance Screenshot
One Click Finance Official screenshot of the tool interface
One Click Finance Core Features
AI Chat Advisors
Get portfolio-aware answers in seconds with specialized advisors for stocks, crypto, budgeting, and long-term planning. The AI understands your holdings and goals to keep answers relevant, and you can quickly access your most-recently used advisors for faster follow-ups.
Net Worth Tracking
Track assets and liabilities with automatic AI valuations. Add stocks, crypto, property, vehicles, bonds, and more—everything can be accurately tracked. The AI helps estimate hard-to-price items and refreshes values over time, providing daily/weekly/monthly trends, diversification, and risk snapshots.
News Scanning
Stay ahead of the market with AI-scanned world news tagged as 'Opportunities' or 'Threats' relevant to your portfolio. The tool prioritizes news by relevance, so you don’t get generic headlines, and includes short 'why it matters' context and suggested checks.
Dashboard
A customizable dashboard helps you stay on top of your finances at a glance. Widgets for Picks & Tips, mini Net Worth graph, Advisor Chat, and recent news can be added, removed, or reordered to surface today’s most important actions.
One Click Finance Use Cases
Beginner Investor
A novice investor can use One Click Finance to learn the basics via advisor chat, sample picks, and general financial tips, making it easier to start their investment journey.
Experienced Investor
An experienced investor can stay on top of relevant geopolitical and market events across all assets, enabling them to act with speed and insight before the rest of the market.
Net Worth Tracking
Users can track their net worth over time, including assets like stocks, crypto, property, and vehicles, with automatic AI valuations to ensure accurate and up-to-date financial insights.
How to Use One Click Finance
Add your holdings and liabilities by connecting your accounts or entering them manually.
Receive daily stock and crypto picks, along with 'Opportunities & Threats' matched to your assets.
Track your net worth over time, along with diversification and risk scores.
Chat and learn with your AI advisors to get personalized financial advice.