1. Login
To start using FinImpulse, sign up with your email or Google account.
1.1. Steps to Sign Up with Email
- Go to dev.finimpulse.com.
- Click Sign Up.
- Enter your name, surname, email address, and password (minimum 8 characters).
- Agree to the Terms of Service and Privacy Policy
- Click Create Account.
- Verify your email.
- The sign-up is completed.
1.2. Steps to Sign Up with a Google Account
- Go to dev.finimpulse.com.
- Click Sign Up with Google.
- Complete the steps required by Google.
- The sign-up is completed.
Note: If you register using a Google account, FinImpulse sends a temporary password to your email. You can later change this password (see the Security instructions).
1.3. Steps to Log In to an Existing Account
- Go to dev.finimpulse.com.
- Enter your email and password, or Sign In with Google for faster access.
- 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:
- Search Tools – Search Assets, AI Search, Market Screeners, My Screeners
- Watchlists – Save and track selected assets
- Portfolios – Create and manage your investment portfolios (Coming soon)
- Analytical Tools – Forecast builder and strategy builder (Coming soon)
- Top Bar – Global search, support, notifications, and user menu
- Main Feed – Search & Filter, AI Assistant, Predefined Screeners, AI-powered News, Upgrade prompts, and Popular assets table.
Note: The Popular Assets table is located in the main feed (default page). It offers nearly the same asset interaction functionality as the table in Search Assets, such as viewing detailed ticker information and adding assets to the watchlist. However, it does not include options for table or metric customization, as it lacks filtering, exporting, column sorting, Column Chooser features, and pagination — only scrolling is available.
For all details on asset search features, refer to the Global Asset Search & Filters Guide.
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). |
Note: You can collapse the side panel for a cleaner view using the Collapse menu button at the bottom.
We recommend reviewing the following manuals:
- Global Asset Search & Filters Guide
- Market Screeners & My Screeners Manual
- How to Work with My Watchlists
4. User Menu
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.
Within the top-right user menu, you can:
- Switch between User Mode and API Mode
- Navigate to the Profile/Billing tab (see below)
- Sign out of your account
To access your account settings from the top-right user menu → Click on your Profile picture → Select Profile.
Tabs inside Settings:
- Profile – Update your personal details and manage settings.
- Billing – Manage subscription and see payment details.
- Preferences – Adjust language, theme, and timezone.
- Updates/FAQ/Support – View platform updates, FAQs, or contact support.
To set your account correctly, see the Profile & Preferences instructions.