See what you actually own — across every broker, every currency, one place.
FinPal turns broker statements and manual entries into one accurate picture of your portfolio, dividends, and net worth — with numbers you can trust because they reconcile to what your broker actually reports.
Everything you need to actually understand your money
See what your investments are worth today, and how they got there — no spreadsheet required.
Anyone who wants a single, honest answer to "how am I doing?"
Turn a broker statement into a fully-built history in minutes — no manual data entry.
Anyone who dreads re-typing months (or years) of trades by hand.
Teach FinPal your broker's file format once — every future upload just works.
Anyone whose broker isn't recognized automatically yet.
Know what you've earned in dividends — and what you're on track to earn next.
Income-focused investors who want a trend, not just a list of past payments.
Get one true net-worth number — not just an investments total.
Anyone who owns more than a brokerage account: property, savings, a car.
Hold investments in different currencies and still get one correct total.
Anyone investing across US, UK, or Asian markets from a single home currency.
Prove your numbers are right by checking them line-by-line against your broker's own statement.
Interactive Brokers users who want more than "trust me" from their tracker.
Your data, protected
Your data is yours alone
Every portfolio, transaction, and imported statement is scoped to your account. There's no cross-account access, ever.
Your session is protected
Login sessions use secure, HTTP-only cookies that can't be read by scripts or leaked across sites.
No broker credentials, ever
Statement import works from files you export yourself — FinPal never asks for, or stores, your broker login.
How it works
- 1
Import or enter
Upload a broker statement or add trades and assets by hand.
- 2
FinPal organizes it
Transactions, dividends, allocation, and net worth are built from your data automatically.
- 3
Track and reconcile
Watch it change over time, and check it against your broker whenever you like.
Product preview coming soon.