Global AI stock desk with Australian portfolio context

Your AI stock desk, led by Bobby.

Bring your portfolio. FinON gives you a dedicated machine with Bobby in charge: research any stock, watch the market 24/7, flag portfolio impact, and surface opportunities worth reviewing.

Proof in the market

SentiFlow is powered by FinON.

SentiFlow is the live AI-managed portfolio app showing holdings, transactions, performance versus the S&P 500, and decision notes. Behind the portfolio is FinON: the AI stock desk making the research calls, watch decisions, and portfolio management moves.

The result is a public proof point for FinON: an AI-only decision workflow reported at up to 47% year-to-date performance.

SentiFlow AI Portfolio

+47%YTD performance

Powered by

FinON

AI portfolioS&P 500

Live holdings

Trade history

AI decision notes

General information only. Past performance is not indicative of future results.

How the desk works

Ask Bobby. Team works. You review.

Bring your portfolio and ask one stock question. Bobby frames the mission, assigns specialists, filters the market, and brings back a reviewable call.

Command receivedDesk online

Operator prompt

> Bobby, research CSL.AX, compare it to my portfolio, watch for a clean long setup, and alert me if the market gives us one.

09:42

CSL.AX volume above 30-day average

09:44

Guidance language less negative

09:47

SMSF healthcare exposure below cap

Desk lead

Bobby

Assigning analysts

Research

Wendy

Transcript delta found

Valuation

Taylor

Range updated

Risk

Chuck

Portfolio impact checked

Signal routed

Recommendation memo plus watch task generated for review.

01

Bring your portfolio

Add holdings, watchlists, thesis notes, risk limits, and the global stocks you already follow.

02

Ask Bobby the stock question

Ask for a stock summary, fit with your portfolio, valuation, catalyst, risk, or what would change the call.

03

The team does the work

Wendy researches, Taylor models, Mike screens opportunities, Chuck checks exposure, Mafee reads signals, and Bobby keeps the work pointed at a decision.

04

You review the call

FinON returns the evidence, recommendation, opportunity, portfolio impact, and next watch task for you to review.

Meet the desk

Bobby leads. Specialists execute.

FinON is not one generic assistant. Bobby is the lead AI stock agent for your portfolio, with Wendy on research, Taylor on valuation, Mike on opportunity screening, Chuck on portfolio discipline, Mafee on trading signals, and expandable specialists when a market needs depth.

Full desk onlineBobby dispatches specialists

Desk lead

Bobby

Frames the mission and assigns the team.

Research

Wendy

Finds filings, calls, news, and estimate changes.

Valuation

Taylor

Builds valuation range and scenario assumptions.

Opportunities

Mike

Screens deal flow, setups, and IC-style memos.

Risk

Chuck

Checks portfolio impact, franking, and SMSF exposure.

Signals

Mafee

Scans tape, momentum, entries, targets, and stops.

User command

Bobby dispatches

Turns one stock or portfolio question into specialist tasks, then packages useful outputs into a decision packet for review.

Research desk

Wendy

Finds what changed in filings, calls, news, and estimates across global stocks.

Returns

Transcript + filing change

Modeling desk

Taylor

Builds an institutional-style view of assumptions, scenarios, and fair value.

Returns

Valuation range

Portfolio risk

Chuck

Checks concentration, drift, dividends, franking, and SMSF portfolio impact.

Returns

Exposure check

Specialist hire

New specialist

Bobby spins one up for uranium, ASX banks, semis, China macro, or a custom mission.

Returns

Custom watch brief

Output queue

Routed to FinON

Research memo
Valuation update
Risk note
Watch task
Mafee
Bobby
Taylor

CIO

Bobby

Runs the desk, cuts through noise, assigns specialists, and turns market movement into a clear call.

Expandable desk

Need a specialist? Tell Bobby.

Bobby can spin up a dedicated agent for a single mission: ASX bank watcher, uranium scout, semiconductor analyst, China macro agent, dividend and franking monitor, or earnings transcript specialist.

ASX banksUraniumSemiconductorsChina macroDividendsEarnings calls
FinON specialist agent expansion visual

Signals and phone interaction

Alerts you can answer.

FinON sends the signal to the place you check, then lets you reply. Ask Bobby for the call, ask Wendy what changed, ask Taylor to rerun valuation, or ask Chuck how it affects the portfolio or SMSF exposure.

WebWhatsAppTelegramSlackEmail

Portfolio event

Market close, pre-market, filings

Bobby filter

Is this material to your watchlist?

Phone signal

Alert, reply, or ask a specialist

09:425G
WhatsApp09:42

Bobby: CSL.AX call ready

Transcript tone improved, volume confirmed, and Taylor's valuation is still below your fair-value range. Review the long case for your portfolio?

Email11:18

Chuck: portfolio impact

Your bank exposure is now sensitive to the RBA decision. Chuck prepared a hold / trim impact note.

Telegram14:03

Sector scout: catalyst found

Sector agent flagged a supply headline that may affect your global watchlist before the US open.

Your reply

Bobby, ask Wendy for the transcript delta and Taylor for the revised upside case. Ask Chuck what this does to my portfolio.

Market to call

Market moves become desk calls.

Bobby filters noise against your thesis and portfolio, then routes a call when a market move may create risk or an opportunity to play.

01Watch

Market motion detected

Global stocks, sectors, filings, transcripts, price action, and portfolio risk stay under watch.

02Filter

Noise becomes a thesis check

Bobby filters the move, assigns specialists, and decides whether it deserves your attention.

03Prepare

Alert becomes a call

FinON packages the reason, evidence, portfolio impact, possible play, and next watch condition.

FinON now

Review the long setup

CSL.AX earnings beat. Transcript tone improved. Watch task armed.

What you receive

A decision packet, not another notification.

Ask one question about a stock and Bobby returns the summary, evidence, valuation, risk, portfolio fit, possible play, invalidation, and next watch condition.

FinON decision packet visual

Decision packet

Reviewable call

Bias

Long

Signal

Guidance tone shifted

Bobby catches the change across transcripts, price action, volume, and portfolio context.

Evidence

Reason linked

FinON connects catalyst, valuation, risk, and portfolio exposure.

Call

Review long setup

You receive a recommendation packet with assumptions, portfolio fit, and invalidation.

Watch

Task stays armed

If the thesis or exposure changes later, FinON reopens the call automatically.

Watch task armed

FinON keeps watching the thesis after the call is reviewed.

Bobby decision packet
Institutional-style stock brief
Daily portfolio brief
Buy / sell / avoid memo
Long and short setup
Portfolio impact note
Holding thesis tracker
Earnings change summary
Valuation snapshot
Dividend and franking note
Risk and concentration alert
Watchlist catalyst calendar
New specialist agent

Always-on automation

Tell Bobby what matters. FinON keeps the watch alive.

This is the proactive part: after a recommendation, the desk keeps monitoring filings, price action, transcripts, news, portfolio exposure, thesis invalidation, and opportunities in the market.

FinON market monitoring visual with global signals and phone alert

The file stays open

After the first research call, Bobby keeps the company, thesis, files, assumptions, and portfolio context alive.

Global market watch

Global stocks, filings, price action, transcripts, news, estimate changes, and portfolio exposure keep running through the desk.

The signal finds you

When something may impact your portfolio, FinON pings your phone with the reason, evidence, possible play, and next question.

The desk can expand

If the mission needs depth, Bobby can spin up a semiconductor analyst, ASX bank watcher, uranium scout, or custom specialist.

Dedicated instance

Your own machine. Your own desk.

A generic chatbot waits for another prompt. FinON runs as your private desk: dedicated compute, dedicated URL, memory, schedules, files, agents, portfolio context, and always-on watch tasks.

Isolated runtime

Every customer gets a separate FinON runtime with its own compute, storage, budget, and URL.

Private subdomain

Open your desk at yourname.finon.ai instead of sharing a generic chat workspace.

Always-on runtime

Bobby, the team, schedules, watch tasks, memory, and alerts keep running after you close the browser.

finon-user.finon.ai / online

Who it is for

Built for investors who already do the work.

FinON is built for investors who manage their own portfolios and need an always-on research desk watching global stocks for risk, impact, and opportunity. Chuck adds Australia tax, franking, and SMSF context where it matters.

Australian SMSF trustees

For trustees managing listed equities who need monitoring, research notes, portfolio context, and evidence-first discipline.

Active portfolio owners

For individuals managing real holdings who want hedge-fund-style research leverage without handing over discretion.

Investors short on time

For people who actively invest, but cannot watch every market move, filing, transcript, and portfolio risk all day.

Guardrails

Research first. You stay in control.

FinON is a research and monitoring tool, not a licensed financial adviser.

Every investment decision remains yours.

FinON keeps you posted when market events may impact your portfolio or create a possible opportunity.

No autonomous trading is required to get value from the product.

The system is designed to show evidence, assumptions, files, and portfolio context behind the work.

Bring your portfolio to FinON.

Launch a dedicated FinON instance, add the holdings and stocks you care about, and let Bobby start watching the market for risk, impact, and opportunity.

Building for an investment team?

We are onboarding Australian SMSF trustees, active investors, and small teams managing listed-equity portfolios.