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Getquin AI

getquin AI is a personal financial AI-agent service that analyzes investment portfolios and provides optimization insights.
Category: AI Agent

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.

Technology & Skills

Uncover the hard and soft skills and tools employed by the organization, and gain insight into the technologies that drive their success
BUSINESS PLANNING
TAX
INVOICING
VAT
BOOKKEEPING
ACCOUNTING
COST TRACKING
BANK RECONCILIATION
DATEV
GRANT APPLICATION
ACCOUNTS RECEIVABLE
HGB
ACCOUNTS PAYABLE
GERMAN
FINANCIAL STATEMENT
ERP