Finsepa

Track your portfolio. Research your next investment. Finsepa brings portfolio tracking and investment research together. Understand what you own, see what drives your returns, and explore stocks, crypto, ETFs, indices, and currencies — on web and iPhone. YOUR PORTFOLIO, CLEARLY UNDERSTOOD • See your portfolio value, holdings, and allocation • Track returns and compare performance with benchmarks • Follow dividend history, upcoming payments, and monthly income • Manage portfolios separately or view them together • Set investment goals and track your progress RESEARCH YOUR NEXT INVESTMENT • Browse markets and search for assets • Build watchlists to follow what matters to you • Explore company fundamentals and historical financial data • Follow superinvestor filings and insider activity • Keep up with earnings and economic calendars • Explore portfolios shared by other investors LESS UPDATING. MORE UNDERSTANDING. With Pro, connect a supported brokerage account through SnapTrade to sync your investment data automatically. You can also manage your portfolio manually by adding transactions or importing a broker CSV. YOUR INVESTMENTS, ON THE GO Check your portfolio, follow superinvestors, and keep up with earnings wherever the day takes you. Your plan includes access on both web and iPhone. START FREE Finsepa is free to download. The Free plan includes: • One manually managed portfolio with up to 15 assets • One watchlist • Company and market research tools • Access on web and iPhone GO FURTHER WITH PRO Upgrade for: • Multiple portfolios and watchlists • Unlimited assets in your portfolios • Detailed portfolio analytics • Investment goals and progress tracking • Supported brokerage connections and automatic sync • Combined portfolio value and performance • Public portfolio sharing • Earnings and company report notifications • Priority support via Telegram and WhatsApp Some features described above require Pro. Pro is available as an auto-renewable subscription through Apple. Manage or cancel your subscription in your Apple account settings. Finsepa is for research and portfolio tracking. It does not provide investment, tax, or legal advice. Nothing in the app is a recommendation to buy or sell. Questions: [email protected] Website: https://www.finsepa.com Terms of Use: https://www.finsepa.com/terms-of-service Privacy Policy: https://www.finsepa.com/privacy-policy