Each portfolio, its own direction.
Keep your strategies separate, with their own currency, allocation and performance.
Your investments,
in perspective.
Portfolios, transactions and dividends. All in one place.
Everything comes together.
A clear view of what you own, how it changes and what comes next.
Your transactions, in order.
Add purchases and sales or import a CSV, reviewing every row before saving.
Dividends, with context.
Follow your history and upcoming dates, with confirmed and estimated amounts clearly identified.
Prices and exchange rates show their update date. Estimates are always identified.
Start with your portfolio.
From your first transaction to the bigger picture.
Create your portfolio
Give it a name and choose its base currency.
Add your transactions
Enter them manually or review a CSV import.
See the whole picture
Explore performance, allocation and dividends.
Good to know
Questions before you start.
Do I need to connect my broker?
No. Add buy and sell transactions manually or import a CSV after reviewing its rows. Fintrack does not currently connect directly to brokers.
Can I manage more than one portfolio and currency?
Yes. Portfolios remain independent and each one has an explicit base currency. Positions can still include assets traded in other currencies.
Are market prices real time?
No. Market and exchange-rate data is cached. The application shows freshness and keeps the last known value when an update fails.
Are dividend projections guaranteed payments?
No. The application separates confirmed events from estimates and labels hypothetical scenarios. Broker adjustments and withholding can change the amount received.
Does the tax report replace professional advice?
No. The FIFO report is an informative estimate. Tax treatment depends on your circumstances and jurisdiction.
Give your portfolio the context it deserves.
Organize transactions, understand performance and follow the events that matter to the assets you own.