Hi ProductHunt! 👋 I'm Dorel, the founder of FinAdvisor. I built this after spending years frustrated that every personal finance app could tell me what I spent last month but none could answer what to do next. The question that pushed me over the edge: I had an appreciated stock position and couldn't find a single tool that would tell me the exact tax savings from selling this year vs next year — accounting for my income, filing status, state taxes, and NIIT. So I built one. Then added five more modules while I was at it. A few things I'm particularly proud of: Real account data via Plaid — not generic advice based on made-up numbers Tax calculations that actually account for state-specific rates (including MA's millionaire surtax) Investment analysis that flags real issues like concentration risk and zero fixed income allocation Big purchase planner that models the true after-tax cost of liquidating brokerage assets Currently US only. 7-day free trial, no credit card required. Happy to answer any questions about the product, the technical architecture, or anything else. I read and respond to every comment. Try it free at getfinadvisor.com

FinAdvisor

Your personal CFO, powered by AI

Your personal CFO, powered by AI