Portfolio dashboard
View portfolio value, cost, total return, day gain/loss, holdings, and account breakdowns in one place.
Portfolio · Dividends · Cash Activity
See your portfolio through one clearer lens.
Bring together scattered accounts, markets, holdings, returns, dividends, and cash activities in one clear view.
3
Supported market regions
Local
No brokerage login required
CSV
Import and export support
Dividends
Income and payout tracking
Built for scattered portfolios.
Track accounts, markets, holdings, returns, dividends, and cash activity without connecting your brokerage account.
Dividend clarity
Track dividend income, next 12-month income, yield, yield on cost, and income contributors by market.
Account organization
Organize records by owner, account type, institution, account, and cash activity.
Multi-market support
Track US, Canadian, and China A-share securities, including stocks and ETFs where market data is available.
Transactions and cash flow
Record buys, sells, deposits, and withdrawals. Keep personal records for registered and non-registered accounts.
CSV import and export
Import transaction history, export backups, and keep your portfolio records portable.
A closer look at Fintify’s portfolio, dividend, account, and market views.
Local-first by design.
Fintify does not require a brokerage login. Your portfolio records are stored on your device unless you choose to export or share them.
Need help importing data?
Use the CSV Import Guide to prepare transaction records for buys, sells, deposits, and withdrawals.