How It Works

Three simple steps to stay ahead

Fincall delivers personalised financial insights by voice. No newsletters to ignore. No alerts to dismiss. Just timely information when it matters.

1

Set Your Preferences

Tell us about your portfolio, your interests, and what matters to you. We learn your financial picture — your investments, your goals, your timeline.

  • Link your portfolio or describe your holdings
  • Set notification preferences (markets, sectors, specific stocks)
  • Choose when you want to receive calls
  • Define your risk tolerance and investment goals
2

Receive Timely Calls

When news breaks that affects your portfolio, Fincall calls you with a clear summary and context. No spam, no noise — only what matters to you.

  • Breaking news delivered within minutes
  • Personalised to your portfolio and interests
  • Clear, jargon-free explanations
  • Respects your time — only when it matters
3

Ask Questions

Have a question? Ask it. Want to dig deeper? Go ahead. This is a conversation, not a broadcast. Challenge the analysis, explore implications, get clarity.

  • Natural conversation, not robotic scripts
  • Follow-up questions encouraged
  • Context remembered across calls
  • Written summary delivered after each call

What a Fincall Sounds Like

Here's an example of how Fincall delivers market-moving news.

Fincall
Incoming call
RBA Rate Decision
Fincall: "Hey Sarah, it's Fincall. The RBA just held rates at 4.35%. This is what most economists expected, but there's a key detail you'll want to know about your bank stocks."
You: "What's the detail?"
Fincall: "The RBA signalled they're watching wages growth closely. If wages stay elevated, they may hike again in Q2. That's relevant for you because CBA and NAB — which are 40% of your portfolio — typically underperform when rate hike expectations rise. Want me to break down what this means for your bank holdings specifically?"
You: "Yes, please."
Fincall: "So here's the math. When rate expectations rise, bank margins typically compress. Your CBA shares have already priced in 2-3 more rate cuts this year. If the RBA doesn't deliver those cuts, CBA could see a 5-8% pullback. NAB is slightly less exposed. Would you like me to alert you when rate expectations shift?"
You: "Yes, please. And remind me what I should be watching for in the next week."
Fincall: "Got it. I'll set that alert. For next week, watch for Wednesday's wages data — if it comes in hot, the rate hike probability goes up. And Thursday's China PMI — weak data there could actually help your mining stocks. I'll call you if either moves the needle. That's the headline for today. Anything else?"
You: "No, that's great. Thanks."
Fincall: "You're welcome. I'll send you a summary of this call in your app. Talk soon."

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