Tools for Building Financial Independence Through Education
FortunaMind's Contextual Education Engine adapts to YOUR portfolio, goals, and concerns, providing the knowledge you need to make informed decisions yourself
The Contextual Education Engine
The only AI that learns your portfolio, your goals, and your concerns, then adapts every conversation to YOUR financial independence journey
Portfolio-Aware
Uses YOUR actual holdings as teaching examples, not generic concepts
Persistent Memory
Remembers your learning journey and builds on past conversations
Concern-Aware
Adapts to your goals, risk tolerance, and knowledge level
Educational context only. You make all investment decisions yourself.
Supporting Tools for Your Learning Journey
Beyond personalization, practical tools help you research, learn, and implement your investment strategies
AI-Powered Portfolio Insights
Your AI guide explains exactly what you own, how it's performing, and what's driving those changes without the jargon.
- You'll see: Real-time portfolio analysis across all your exchanges
- You'll understand: Asset breakdown by type, risk level, and sector
- You'll track: Performance patterns over time
Educational AI Assistant
Ask questions about your portfolio, crypto concepts, or market trends and get clear, unbiased answers in plain language.
- You can ask: "Why is Bitcoin down today?" or "What is staking?"
- You'll learn: Crypto concepts explained in everyday language
- You'll understand: Market movements specific to your holdings
Prompt Library & Templates
Save your best analysis prompts and automate repetitive research with template variables that pull in your portfolio, watchlist, or social feeds.
- Pre-built templates: Professional analysis prompts ready to use
- Save unlimited custom prompts: Build your personal research toolkit
- Template variables: Use {{portfolio}}, {{watchlist}}, {{social_feed}} for dynamic analysis
Risk Management Tools
See your risk exposure clearly and learn how to build a portfolio that matches your goals and comfort level.
- You'll see: Clear risk scores and what they mean
- You'll understand: Diversification and concentration
- You'll get alerts: When exposure gets too concentrated
Professional Analytics
Access powerful analytics that explain your portfolio's performance in language that actually makes sense.
- You'll see: What drove your portfolio's performance
- You'll track: Historical trends and patterns
- You'll learn: How your assets relate to each other
Custom Watchlist with AI Analysis
Track any coins beyond your portfolio and ask AI questions about them. Research before you invest, compare options, and stay informed on opportunities.
- Track anything: Add coins you're researching or considering
- Ask AI anything: "How does SOL compare to ETH for DeFi?"
- Use in templates: Analyze {{watchlist}} with prompt variables
Zero-Knowledge Security
Your funds are always yours, and your data stays private. We built this with bank-level security because your trust matters.
- End-to-end encryption: All your data is protected
- Manual approval required: No unauthorized trades or withdrawals
- Your control: You can disconnect anytime
How FortunaMind Works
Three simple steps to start learning
Connect Your Exchange
Securely connect your exchange using encrypted API keys. We'll walk you through it step-by-step.
Get AI-Powered Insights
Your AI guide instantly analyzes your portfolio and explains what you own in plain language.
Learn & Improve
Ask questions, journal decisions, and watch your knowledge compound alongside your investments.
Choose Your Tier
Every tier includes FortunaMind's core educational features.
Higher tiers unlock deeper analytics, journaling, and customization options.
| Feature | Core | Intermediate | Pro | Max |
|---|---|---|---|---|
| AI Portfolio Insights | ✓ | ✓ | ✓ | ✓ |
| Educational AI Assistant | ✓ | ✓ | ✓ | ✓ |
| Risk Management Tools | ✓ | ✓ | ✓ | ✓ |
| Exchange Connections | 1 | 3 | 5 | Unlimited |
| Decision Journal | — | ✓ | ✓ | ✓ |
| Advanced Analytics | — | ✓ | ✓ | ✓ |
| Custom Alerts | — | — | ✓ | ✓ |
| Priority Support | — | — | ✓ | ✓ |
| API Access | — | — | — | ✓ |
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