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Portfolio tracking without the spreadsheet

Your complete financial picture.Finally in one place.

Bring investments across brokers and currencies together, track dividends and net worth, and understand your complete financial picture in one place.

Start tracking See how it works

Start with a statement. Keep the complete picture.

Your portfolio, at a glanceDemo
FinPal dashboard with synthetic portfolio value, unrealized gain/loss and an allocation chart.
Synthetic demo data View full-size preview Focused preview of the real app

The complete picture

Everything you own, one view

See what your investments are worth today, and how they got there — no spreadsheet required.

  • PortfoliosOrganize your investments the way you actually think about them, not the way one broker forces you to.
  • Multi-Currency SupportHold investments in different currencies and still get one correct total.
  • Manual Assets & Net WorthGet one true net-worth number — not just an investments total.
Explore dashboard in the docs
DashboardDemo
Actual FinPal dashboard showing synthetic portfolio value, unrealized gain/loss and an allocation chart.
Synthetic demo data View full-size preview Focused preview of the real app

Less admin. More clarity.

Import instead of retyping

Export a statement from your broker (Interactive Brokers and Moomoo are recognized out of the box) and upload it. FinPal shows you exactly what it found before anything is saved, and flags anything it isn't sure about instead of silently guessing.

  • TransactionsOne editable record of everything that happened, whether you typed it in or imported it.
  • Mapping WizardTeach FinPal your broker's file format once — every future upload just works.
Explore statement import in the docs
Statement ImportDemo
FinPal statement review with four valid synthetic rows and one error row requiring attention before saving.
Synthetic demo data View full-size preview Focused preview of the real app

From records to perspective

Understand where your money is going

See where your money is concentrated before it becomes a problem.

  • Dividend TrackingKnow what you've earned in dividends — and what you're on track to earn next.
  • DashboardSee what your investments are worth today, and how they got there — no spreadsheet required.
Explore allocation views in the docs
Allocation ViewsDemo
FinPal allocation donut alongside synthetic monthly dividend income, year-to-date total and an explicitly estimated forward income figure.
Synthetic demo data View full-size preview Focused preview of the real app

Trust starts with transparency

Your financial picture.
Your account.

Clear controls. A record you can follow. Confidence built on what you can inspect.

Scoped to your account

Your portfolios, transactions and imported statements are associated with your signed-in account. Access checks keep account records separate.

Protected sessions

In production, login cookies travel over HTTPS and are marked HTTP-only, so page scripts cannot read the session cookie.

No broker passwords

Statement import works with files you export yourself. You do not need to share your broker login credentials.

Numbers you can inspect

Your records provide the trail behind your totals. Interactive Brokers users can also use IBKR reconciliation · Beta. Compare supported figures with your Interactive Brokers statement and see where they match, differ, or are not independently covered.

Explore IBKR reconciliation · Beta

A clearer picture, step by step

From your records to your reality.

Bring the history. Understand the whole. Check the details.

  1. Import or add

    Upload a broker statement, or enter transactions and assets manually.

  2. FinPal organizes

    Your records become portfolios, holdings, cash, dividends, allocation and net worth.

  3. Understand

    See value, performance context, income, concentration and cross-currency totals.

  4. Inspect the records

    Follow your totals back to your transaction history and correct a record when needed.

Make room for the bigger picture

Stop maintaining your financial life in spreadsheets.

Bring your portfolio history into one place and build a financial picture you can actually verify.

Create your FinPal account Read the docs