Every portfolio in one place
Keep taxable, retirement, and other financial portfolios separate while reviewing them through one consistent structure.
For individuals
Financial portfolio management for individuals.
Organize every financial portfolio you own, understand how the holdings fit together, and review live statistics across your complete investment picture.
Built for your scope
A financial portfolio workspace for individuals.
Designed for someone who wants more structure than a brokerage screen or spreadsheet without the noise of a trading terminal. Financial Portfolio Manager organizes the information you enter; it does not execute trades or provide investment advice.
Live portfolio statistics
See holdings, values, allocation details, and portfolio statistics update together as you maintain your investments.
Private by design
Authenticated access, owner-scoped database rules, and encrypted portfolio fields protect the information you enter.
One connected workflow
Move from holdings to the complete financial picture.
01
Organize portfolios
Create distinct financial portfolios for the accounts and investment purposes you want to track.
02
Maintain holdings
Add holdings and maintain the position information that describes each portfolio.
03
Understand the whole
Review portfolio-level results and aggregate statistics across every portfolio assigned to you.
Plus plan
Choose the scope that fits your portfolio management.
Plus includes one individual with unlimited financial portfolios and unlimited investments for $19.99 USD per month after the 10-day trial.