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Getquin
getquin is a digital wealth platform for individual investors. It helps users aggregate financial accounts and assets, track portfolios and net worth, analyze performance, plan for retirement, and access AI tools and financial advice.
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Getquin AI
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Description
getquin AI provides personal financial AI agents for portfolio holders. It explains returns, risks, upcoming dividends, and performance drivers; answers questions about portfolio performance, tax-loss harvesting, and relevant investment news; and analyzes diversification, risk, and costs to support portfolio optimization.Category: AI Agent
Dividend Tracker & Calendar
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Description
Dividend tracker & calendar is getquin’s dividend-focused portfolio tool. It consolidates past and projected dividend payouts, dividend growth rates, yields, cumulative payouts, and upcoming payment dates, with notifications and portfolio breakdowns to help investors analyze dividend income.Category: Data Terminal
Getquin Advisory
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Description
getquin Advisory provides digital financial advice focused on clients’ interests rather than banks, funds, or insurers, with fair and transparent compensation. Clients can optionally aggregate investment, insurance, real-estate, and other financial data in getquin to receive a tailored financial plan; advisers then discuss the client’s situation and optimize the strategy. The service includes a free introductory consultation, personalized retirement-planning strategy, actionable recommendations, and ongoing access to the platform and getquin expert team.Category: Service Provider