Know exactly what you're invested in.
Finora tracks holdings across all of your accounts so you can see your entire portfolio's performance and allocation — and decide where to invest next.¹
Portfolio value
Return · YTD
See how your portfolio is performing
Track your return over any time range and see exactly what's driving it — so you know whether you're on plan, not just guessing.
- Returns across 1M to all-time ranges
- Spot your top movers at a glance
- Performance rolled up across every account
Asset allocation
Across all accounts
Understand how you're allocated
See your mix across stocks, bonds, cash, and more at a glance — so you can spot concentration, rebalance with intent, and stay aligned to your plan.
- Allocation breakdown across asset types
- Spot concentration risk early
- Rebalance with intent, not guesswork
The full picture of your portfolio
Performance
Track returns across any time range and see what's driving them.
Top movers
Instantly see which holdings are pushing your portfolio up or down.
Held-away accounts
Add positions Finora can't connect to keep the picture complete.
Investments, answered
- ¹ Investment tracking requires Finora Pro.
See your whole portfolio
Connect your investment accounts and track performance in one place. Free to start.
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