Overview
CeFinan is an AI-powered financial analytics platform that helps retail and institutional users dig deeper than price movements. The service combines AI-generated news summaries with advanced financial metrics, interactive visualizations (heatmaps, performance charts, correlations), dividend analytics, scenario simulations (DCA vs Lump Sum), and multi-asset coverage (stocks, ETFs, crypto, commodities, indices). Users run discrete “analyses” (each produces a full report valid for 31 days) and can manage multiple portfolios, compare instruments to benchmarks, and export or receive PDF reports and notifications. CeFinan emphasizes education and visualization, positioning itself for both beginners and experienced investors, while disclaiming that outputs are informational and not financial advice.
Key Features
AI News Summaries
AI digests and summarizes recent news for each company to surface relevant developments without reading full articles.
31-Day Analysis Reports (Credit-Based)
Each purchased analysis produces a full report valid for 31 days; credits stack lifetime and can be consumed over time.
Correlation Heatmaps & Diversification Tools
Visual correlation maps across holdings, countries, and sectors to help assess diversification and concentration risks.
Historical Performance & Scenario Simulations
Interactive charts across multiple timeframes (1Y–10Y), returns analysis and DCA vs Lump Sum simulations.
Dividend Analytics
Dividend payment calendars, yield trends, reinvestment scenarios and portfolio contribution analysis.
Portfolio Health & Benchmarking
Portfolio health score, comparisons with major indices (S&P 500, NASDAQ, CAC40), asset allocation breakdowns.
Who Can Use This Tool?
- Retail Investors:Analyze portfolios and individual securities with AI-driven reports and visualizations.
- Beginner Traders:Learn market behavior and test DCA vs Lump Sum scenarios for education and planning.
- Financial Enthusiasts:Explore company fundamentals, dividends, and correlations across assets for research.
- Small Businesses / Teams:Use quantity subscriptions or enterprise plans for multi-user analyses and volume licensing.
Pricing Plans
Free tier with limited permanent access to a small number of product analyses.
- ✓Analyze up to 2 financial products permanently
- ✓Basic features and visualizations
- ✓Create an account to get started
Recurring subscription granting 10 full analyses per billing period.
- ✓10 analyses that produce a full report per product
- ✓Each analysis report valid for 31 days
- ✓Unused analyses (credits) accumulate for life until used
- ✓Works for stocks, ETFs, crypto and commodities
- ✓AI news summaries, historical returns, DCA vs Lump Sum simulations, dividend info
- ✓Company Insight Card included
Custom enterprise solutions with volume discounts and dedicated support.
- ✓Custom features and integrations
- ✓Volume licensing and discounts
- ✓Dedicated enterprise-level support
- ✓White-labeling / API access available on request
Pros & Cons
✓ Pros
- ✓Deep AI-driven summaries combined with quantitative metrics and visualizations
- ✓Multi-asset coverage (stocks, ETFs, crypto, commodities, indices)
- ✓Flexible, usage-credit pricing with lifetime stacking of unused credits
- ✓Portfolio management features: multiple portfolios, correlation heatmaps, benchmark comparisons
- ✓GDPR-aware privacy policy and clear legal imprint
- ✓Modern tech stack (Next.js, GPT-4, Stripe) and clear documentation
✗ Cons
- ✗Limited public third-party reviews and social proof found
- ✗Some pricing details (full grid of quantity tiers and yearly pricing) not clearly listed in machine-extracted content
- ✗Possible data latency for some exchange feeds (page notes occasional delays)
- ✗No clearly listed native mobile or desktop apps (web-first experience)
Related Articles (9)
Comprehensive CeFinan FAQ detailing features, pricing, data privacy, and enterprise options for investors.
AI-driven financial analytics for 70k+ companies with 31-day reports, lifetime credits, and multi-asset insights.
An in-depth, practical guide to CeFinan’s AI-powered, scalable automated email system and its end-to-end workflow.
CeFinan is an AI-powered platform that translates market data into accessible, educational analysis for retail investors and beginners.
A practical, step-by-step guide to implementing passwordless magic link authentication with Next.js and NextAuth.
