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FinPal Docs

Quick Start

1. Create your account

Section titled “1. Create your account”

Go to Get Started and sign up with your email. You’ll land on your dashboard — empty for now, since you haven’t added anything yet.

2. Get your first data in

Section titled “2. Get your first data in”

You have two options, and you can mix both over time:

  • Import a statement — if your broker is Interactive Brokers or Moomoo, export a statement and upload it. See Importing a Statement. This is the fastest way to get a full history in place.
  • Add transactions by hand — if you’d rather start simple, add your holdings and trades one at a time. See Portfolios & Transactions.

3. Check your dashboard

Section titled “3. Check your dashboard”

Once you have at least one transaction, your dashboard fills in: total value, cash, and recent performance, all built from what you’ve entered. Nothing here is an estimate — every number traces back to a transaction you can find and check.

4. Add anything outside the market

Section titled “4. Add anything outside the market”

If you want a full net-worth picture — not just investments — add property, savings, or other assets. See Manual Assets & Net Worth.

What’s next

Section titled “What’s next”