Please read the instructions carefully before beginning.
Ready to begin? Select your financial advisor’s style: Optimist (Friendly, Daring, Confident) or Pragmatist (Disciplined, Cautious, Practical). Your choice sets the tone for the entire FinPersona demo!
It’s question time! Your financial advisors need a snapshot of your investment needs and preferences. Feel free to use the sample user narrative or just answer as yourself—either way, your input will shape the next steps. Let’s dive in!
You’ll engage in financial discussions with an LLM-powered advisor. Pick one stock you’d like to explore—keeping in mind, this choice is not an official recommendation from the advisor.
Do not refresh or reload the page, as this will result in loss of data and require you to restart the demonstration.