Skip to main content

Education

Finimize Customer Success avatar
Written by Finimize Customer Success
Updated over 2 months ago
Head over to the Education hub and give yourself the gift of free knowledge


The Education section is like our secret sauce for leveling up your financial know-how 🎓

It’s where you’ll find guides, packs, and explainers that cover everything from investing basics to more advanced stuff like options trading, crypto strategies, and how to build a diversified portfolio. Think of it as your DIY investing bootcamp, but way more readable – and way less “finance bro”.

Here’s how it breaks down:

🧠 What you'll find in Education:

  • Beginner guides – perfect if you're just starting out

  • Advanced deep-dives – for when you're ready to dig into strategies

  • Topics include: stocks, ETFs, crypto, trading, personal finance, macro trends, and more

  • Some content is free, but the majority is for Finimize Pro users (because it’s packed with real investing insights and tools)

🎯 Where you'll find it:

It’s all designed to be jargon-free, self-paced, and actually fun to read – so whether you're starting out or sharpening your edge, there’s something in there for you.


Almost all content you come across on Finimize will have terms highlighted and explained (whether an Education piece or a Research report), and we work hard to keep our language simple while saying something smart, so after a quick dip into our Education content, you'll be ready for Insights and Research reports with the best of them.

Did this answer your question?