Track all your stocks and crypto across multiple brokers and exchanges in one place. Get an overview of your holdings and compare your performance with the market. Your data is stored securely and encrypted - No more spreadsheets.
Finate is your ultimate companion to track your investments and holdings. Say goodbye to scattered spreadsheets and documents floating around on your computer. With finate you get sleek, easy-to-understand visuals that let you track assets across multiple brokers and exchanges. Import your trades and holdings ranging from stocks, ETFs, options to crypto and NFTs.
Make smarter decisions with the help of finate. Dive into our analytics that provide insights into every aspect of your potential investments. Compare your holdings with the market, benchmark your results, and make data-driven choices to optimize your results. Document your research and ideas in our notes section and improve your process over time.
Got a small portfolio? No problem! Whether you're a rookie investor or already building your financial empire, finate supports your journey. Our tools are designed with you in mind, so you can focus on what matters most: making safe investments that grow your wealth over time. We offer a free plan that lets you track up to 10 assets. If you need more, you can upgrade any time.
Gone are the days with spreadsheets and ugly charts. Everything is designed to offer seamless design and effortless usability. Finate brings your investments to life with a visually pleasing experience that's both intuitive and engaging. Your investments deserve to be showcased beautifully, and that's exactly what we do.
You created your portfolio to grow your wealth and we celebrate that. We want to help you with better visuals and analytics to make smarter decisions. Join the waitlist and be the first to know when we launch our alpha test. Help us shape finate in the best tool in your arsenal when it comes to investing and managing your portfolio.
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