FINANCIAL DASHBOARD
All your finance together
FinBoard, is your new SaaS with which you can control your finances at a glance, analyze risks, control taxation and improve every aspect of your investments.
Join the betaHelp usFinBoard, is your new SaaS with which you can control your finances at a glance, analyze risks, control taxation and improve every aspect of your investments.
Join the betaHelp usMonth
1 Wallet or exchange
✅ Unlimited actions
✅ Main functionalities
✅ Unlimited movements.
✅ Automatic Dividends and Splits
❌ Historical Dividends and Splits
❌ Automatic connections
❌ History of movements
❌ Automatic update of movements
❌ Advanced functionalities
Month (paid yearly)
4 wallets or exchanges
✅ Multi-accounts
✅ Unlimited actions
✅ All the features
✅ Unlimited movements
✅ Automatic Dividends and Splits
✅ Historical Dividends and Splits
✅ Automatic connections
✅ History of movements
✅ Automatic update of movements
❌ Advanced functionalities
Month (paid yearly)
Unlimited portfolios and exchanges
✅ Multi-accounts
✅ Unlimited actions
✅ All the features
✅ Unlimited movements
✅ Automatic Dividends and Splits
✅ Historical Dividends and Splits
✅ Automatic connections
✅ History of movements
✅ Automatic update of movements
✅ Advanced functionalities
Month (paid yearly)
Unlimited portfolios and exchanges
✅ Multi-accounts
✅ Unlimited actions
✅ All the features
✅ Unlimited movements
✅ Automatic Dividends and Splits
✅ Historical Dividends and Splits
✅ Automatic connections
✅ History of movements
✅ Automatic update of movements
✅ Advanced functionalities
✅ Business functionalities
Your Profitability calculated in the most accurate way.
A return that reflects the exact performance of your portfolio from the first day you invested. You have all cash flows in your accounts (Deposits, withdrawals, purchases and sales, commissions, interest…)You will also be able to visualize the evolution of your portfolio in absolute value.
Measure your results like a professional.
All portfolio management metrics that give the investor great information about the performance of their portfolios.
Asset allocation it’s one of the most important parts in portfolio analysis.
You will be able to analyze your portfolio with the following analyses:– Analysis by sectors
– Analysis by geography
– Analysis by Industries
– Analysis by assets
– Analysis by currency
-Analysis by size
Positions of your investment portfolio.
You will be able to visualize your positions in a clear and intuitive way with very visual graphics
You can automatically track your dividends.
Monitor your dividends from all your companies on a single platform and forget about dates and amounts
Monitor your cryptocurrencies
High-quality analysis so you can make better decisions.