FAQ

Does FinPal connect to my broker automatically?

Not yet. Today, you bring data in by uploading a statement you export yourself, or by entering transactions by hand — FinPal never asks for or stores a broker login. A more direct connection for Interactive Brokers (via a Flex Query token, not a login) is on the roadmap; see IBKR Reconciliation for what’s available today.

Is my data private?

Your portfolios, transactions and imported statements are associated with your signed-in account, and access checks keep account records separate. In production, login cookies are sent over HTTPS and marked HTTP-only, so page scripts cannot read the session cookie. These controls protect sessions without promising absolute security.

Can I use more than one currency?

Yes. Trades and balances in different currencies are converted into your chosen display currency using the exchange rate on the day they happened, so your totals are accurate rather than added together as if every currency were the same. See Portfolios & Transactions.

What happens if my broker isn’t recognized?

Use the Mapping Wizard to teach FinPal your broker’s file layout once — every future upload from that broker will import automatically after that.

Can I fix a mistake after importing?

Yes. Nothing imported is locked in place — you can edit or remove any transaction afterward, the same as one you typed in by hand.

Can I track things that aren’t investments?

Yes — property, savings, vehicles, or anything else you own can be added as a manual asset, and it’s included in your overall net-worth total alongside your investment portfolios.