Your complete financial picture
Stocks, crypto, real estate, metals and collectibles — all in one immutable ledger with automatic market prices and daily net worth snapshots.
How it works
Three steps to your complete net worth.
Add your assets
Add manually, or import from a CSV. Broker exports from eToro, Degiro, IBKR or Binance can be converted with an AI-guided prompt — no manual work.
Prices update automatically
Daily EOD quotes for stocks across NASDAQ, NYSE, IBEX35, DAX40, CAC40 and LSE, plus all major crypto. Manual valuation for illiquid assets.
Full net worth, every day
Historical daily snapshots with multi-currency conversion. Balance sheet breakdown by liquidity class — current assets, non-current, mortgages, net equity.
Financial
Stocks, Bonds, Mutual Funds, and ETFs. Comprehensive tracking for your trading and investment portfolios.
Crypto
Cryptocurrencies, Tokens, and Stablecoins. Daily valuations for your digital assets across all major networks.
Real Estate
Residential, Commercial, and Land. Track properties with net equity after mortgage — included in your balance sheet.
Metals & Commodities
Gold, Silver, and Platinum bullions. Monitor your physical precious metal holdings.
Collectibles
Fine Art, Luxury Watches, Classic Cars. Accurate valuation for your most unique investments.
Cash & Private
Savings accounts, Forex, Crowdlending, and Private Equity stakes in startups or projects.
Built differently
FiniFlow is not a bank aggregator. It's an immutable accounting engine for people who take their wealth seriously.
Your data stays yours
No open banking connections, no screen scraping. Your financial data lives on our servers — never shared, never sold. Self-hosted option coming for advisors and family offices.
Balance Sheet included
Current assets, non-current assets, mortgages and net equity — all computed automatically. Liquidity ratios (Current Ratio, LTV) for informed decisions beyond just a portfolio total.
Immutable ledger
Every transaction is permanent. Full audit trail, realized PnL history, and weighted average cost basis per asset — the same accounting model used by professional traders.
Multi-currency, multi-account
Choose any base currency. Daily FX rates convert everything automatically. Aggregate across brokers, exchanges, banks and wallets in one unified view.
What's coming
FiniFlow is actively developed. Here's what's live, what's next, and where we're headed.
- Multi-asset dashboard (stocks, crypto, real estate, metals, collectibles)
- Automatic market quotes — NASDAQ, NYSE & European markets (IBEX35, DAX40, CAC40, LSE)
- Balance Sheet with liquidity classification and mortgage equity
- CSV import via AI-guided prompt (eToro supported)
- Historical daily snapshots
- Multi-currency with daily FX rates
- Immutable ledger — full transaction history
- Exchange sync — connect your crypto exchanges directly
- On-chain wallet tracking — Ethereum, Solana, and 14 more networks
- P&L alerts by email
- Tax report — IRPF & Modelo 721 for Spanish investors
- Broker integrations (eToro, IBKR, Degiro)
- AI assistant over your full portfolio
- Self-hosted option for advisors and family offices
Simple, transparent pricing
Start free, forever. Upgrade when you need more power.
Free
No credit card. No time limit.
- Up to 3 accounts
- Up to 50 assets
- Full dashboard & balance sheet
- Automatic market prices
- Immutable ledger
- CSV import with AI assistance
Pro
Everything in Free, plus:
- Unlimited accounts & assets
- Exchange sync (Kraken, Coinbase, Bitget...)
- FX attribution & currency exposure
- Advanced analytics & P&L
- Optional Spanish IRPF tax report add-on
Self-Hosted
For advisors & family offices.
- Everything in Pro
- Deploy on your own infrastructure
- Data never leaves your server
- Market data feed included
- Multiple client portfolios
Ready to take control?
Join the open beta — free, no credit card required.
Join the Beta — Free Log In