What is it Fincanva Ai and how can I use it?

Modified on Thu, 18 Sep at 2:56 PM

What it is

Fincanva AI is an educational assistant built with Fincanva’s official materials (manuals, guides, videos, KB articles).

  • It helps you understand the platform and investment concepts more quickly.
  • It is not financial advice and not a substitute for professional guidance.



What it can do

Fincanva AI can:

  • Answer questions about Fincanva features (portfolios, models, simulations, allocation methods).
  • Explain investment concepts in simple words (e.g., Risk Parity, Modern Portfolio Theory, Beta Neutral).
  • Summarize long documents or videos into short explanations.
  • Provide step-by-step instructions for using features.
  • Connect information from different guides into one clear answer.
  • Support your learning with easy explanations and examples.

What it cannot do

Fincanva AI will never:

  • Give personalized financial advice.
  • Tell you what stock, ETF, or crypto to buy or sell.
  • Predict future performance or returns.
  • Replace the simulation engine (you must run simulations on the platform).
  • Handle personal account issues (billing, invoices, technical bugs → contact support).
  • Use real-time or external market data beyond what is in Fincanva materials.

How to use it

  • Type your question in plain language (Italian or English).
  • Ask about concepts (“What is Risk Parity?”) or about actions (“How do I set up a new model?”).
  • Read the answer: it is based only on official Fincanva documentation.
  • Remember: Fincanva AI is for education and guidance only. Use simulations and professional advice for real investment decisions.

Reminder

  • Fincanva AI makes learning easier.

  • It explains, guides, and summarizes.

  • It does not provide financial recommendations.

  • Always treat it as an educational tool.


NotebookLM and Privacy

Fincanva AI is built with NotebookLM, a Google tool.

  • It works only with official Fincanva materials (guides, manuals, videos, articles).

  • It does not access your personal portfolios or sensitive data.

  • It does not store your conversations as permanent data.

  • It does not search the web: all answers come from Fincanva’s official documentation.

? You can use Fincanva AI safely, knowing it is secure and limited to learning purposes.

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