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How to Begin with FinImpulse

Getting Started

1. Login

To start using FinImpulse, sign up with your email or Google account.

1.1. Steps to Sign Up with Email

  1. Go to app.finimpulse.com.
  2. Click Sign Up.
  3. Enter your name, surname, email address, and password (minimum 8 characters).
  4. Agree to the Terms of Service and Privacy Policy
  5. Click Create Account.
  6. Verify your email.
  7. The sign-up is completed.

1.2. Steps to Sign Up with a Google Account

  1. Go to app.finimpulse.com.
  2. Click Sign Up with Google.
  3. Complete the steps required by Google.
  4. The sign-up is completed.

Note: If you register using a Google account, FinImpulse sends a temporary password to your email. Change this password in the Profile Settings.

1.3. Steps to Log In to an Existing Account

  1. Go to app.finimpulse.com.
  2. Enter your email and password, or Sign In with Google for faster access.
  3. Forgot your password? Click ‘Forgot password?’ to reset it via email.

Tip: Your login session stays active for a security-approved time unless you manually sign out.

2. Overview

After signing in, you’ll see the main dashboard. It provides quick access to FinImpulse tools and personalized investment data.

Main areas:

  1. Search Tools: Search Assets, AI Search, Market Screeners, My Screeners
  2. Watchlists: Save and track selected assets
  3. Portfolios: Create and manage your investment portfolios (Coming soon)
  4. Analytical Tools: Forecast builder and strategy builder (Coming soon)
  5. Top Bar: Global search, support, notifications, and user menu
  6. Main Feed: Search & Filter, AI Assistant, Predefined Screeners, AI-powered News, Upgrade prompts, and Popular assets table.

Screenshot of FinImpulse main dashboard with multiple key interface areas highlighted in red, corresponding to the numbered list above.

3. Navigation

You can access any feature using the left-side menu:

Section Description
Search Assets Find stocks, ETFs, and funds by name/ticker.
AI Search Use natural language to describe what you’re looking for — FinImpulse AI finds matching assets (coming soon).
Market Screeners Apply predefined filters to explore assets by strategy or theme.
My Screeners View and manage your saved screeners.
My Watchlist Track your saved tickers and monitor live performance.
Create Portfolio / Create Forecast / Build Strategy Advanced tools for personalized analytics (coming soon).

Screenshot of the main dashboard with the left navigation bar highlighted in red, showing where to access the primary FinImpulse sections.

Note: You can collapse the side panel for a cleaner view using the Collapse menu button.

Please review the following manuals:

4. User Menu

Within the top-right user menu, you can:

  • Switch between User Mode and API Mode
  • Navigate to the Profile and Billing tabs
  • Sign out of your account

Screenshot of FinImpulse main page with the user dropdown menu outlined in red and a cursor pointing to the account image to open the menu.

To access your account settings from the top-right user menu:

  1. Click your profile picture
  2. Select Profile

The Profile module allows you to manage your account, subscription plan, preferences, and notifications. It also provides access to updates, FAQs, and customer support.

To set and manage your account correctly, please review the following manuals: