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FinAdvisor
Your personal CFO, powered by AI
FinAdvisor connects to your bank and investment accounts and answers forward-looking financial questions other apps can't: → Should I sell stock this year or next to minimize capital gains? → What's the real after-tax cost of funding a down payment from my brokerage? → How much 401k headroom before hitting the next bracket? Tax optimizer · Capital gains timing · Investment analysis · Big purchase planner · Credit card optimizer · Real transaction budgeting Powered by AI. Driven by your data.
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
About FinAdvisor on Product Hunt
“Your personal CFO, powered by AI”
FinAdvisor was submitted on Product Hunt and earned 0 upvotes and 1 comments, placing #83 on the daily leaderboard. FinAdvisor connects to your bank and investment accounts and answers forward-looking financial questions other apps can't: → Should I sell stock this year or next to minimize capital gains? → What's the real after-tax cost of funding a down payment from my brokerage? → How much 401k headroom before hitting the next bracket? Tax optimizer · Capital gains timing · Investment analysis · Big purchase planner · Credit card optimizer · Real transaction budgeting Powered by AI. Driven by your data.
On the analytics side, FinAdvisor competes within Fintech, Investing and Artificial Intelligence — topics that collectively have 544.6k followers on Product Hunt. The dashboard above tracks how FinAdvisor performed against the three products that launched closest to it on the same day.
Who hunted FinAdvisor?
FinAdvisor was hunted by Dorel Baluta. A “hunter” on Product Hunt is the community member who submits a product to the platform — uploading the images, the link, and tagging the makers behind it. Hunters typically write the first comment explaining why a product is worth attention, and their followers are notified the moment they post. Around 79% of featured launches on Product Hunt are self-hunted by their makers, but a well-known hunter still acts as a signal of quality to the rest of the community. See the full all-time top hunters leaderboard to discover who is shaping the Product Hunt ecosystem.
For a complete overview of FinAdvisor including community comment highlights and product details, visit the product overview.
Dorel Baluta