Bring your portfolios together, understand what drives your returns, and track your progress toward your goals — with research tools to explore every investment further.

New iOS App
Finsepa web app Home with total net worth, market indices, portfolios, and watchlist
Finsepa iOS app Home with total net worth, market indexes, performance chart, and portfolios

A calmer way to follow your investments. Finsepa brings every account, every return, and the research behind each holding into one place.

01 Portfolios

All your portfolios, one place

Connect your brokers or add holdings yourself. Every account adds up to one net worth.

02 Insights

Returns, explained

What drives your returns, when dividends pay, and how close you are to your goals.

03 Research

Every company, in depth

Financials, earnings, and what top investors own, for every stock you follow.

04 Markets

The market at a glance

Screener, heatmaps, macro data, and the economic calendar in one place.

Portfolios

One Home for everything you own

Every portfolio, broker, and wallet adds up to one net worth, next to the week’s biggest movers and upcoming earnings.

  • Broker sync
  • Net worth history
  • Market pulse
Portfolios

Every portfolio at a glance

Value, trading profit, time-weighted return, and dividend yield up top, with every holding and its profit right below.

  • Time-weighted return
  • Benchmark
  • Allocation
Insights

Your returns, month by month

See every month’s return next to the S&P 500, so you know when you beat the market and by how much.

  • Monthly returns
  • Time-weighted return
  • Benchmark
Insights

Income and goals, on track

See which months pay, what’s still to come this year, and how close you are to the number you’re aiming for.

  • Dividend income
  • Upcoming payouts
  • Goals
Brokerage connection

Less updating.
More understanding.

Connect a supported brokerage through SnapTrade to sync your investment data. Prefer to manage it yourself? Add transactions manually or import a broker CSV.

More brokerages through SnapTrade, plus manual transactions and CSV import.

Connect your portfolio
Discover

Understand what you own.
Explore what’s next.

Go from tracking an investment to understanding it — with company financials, earnings, screeners, heatmaps, and macro data in the same place.

Start exploring
  • Research

    Earnings

    Follow earnings dates and compare reported results with expectations.

  • Research

    Financials

    Explore company financials and ratios across annual and quarterly periods.

  • Research

    Superinvestors

    Explore prominent investors’ disclosed holdings and portfolio changes.

  • Research

    Comparison

    Compare growth, profitability, and valuations side by side.

  • Markets

    Screener

    Rank companies by size, valuation, and performance, or find the day’s biggest gainers and losers.

  • Markets

    Heatmaps

    See which sectors and companies are moving, each sized by market cap.

  • Markets

    Macro

    Follow economic events, interest rates, inflation, and market valuations.

“I spend less time piecing everything together and more time understanding how my investments are doing.”

Daniel WeberSoftware engineer
iOS App

Keep up with your
investments on the go.

Check your portfolio, follow superinvestors, and keep up with earnings — wherever the day takes you.

Download the App

  • Your finances, one place

    Finsepa iOS Home with total net worth, market indexes and your portfolios

    Manage portfolios separately or view them together.

  • Know exactly how you’re performing

    R1 Fund portfolio with value, return chart and allocation by holding

    See your portfolio value, holdings, and allocation.

  • Know what drives returns

    Portfolio insights with total profit, drawdowns, dividends and returns

    Track returns and compare performance with benchmarks.

  • Know what’s coming next

    Weekly earnings calendar

    Keep up with earnings and economic calendars.

  • Master every earnings season

    NVIDIA earnings with EPS estimates and actuals by quarter

    Explore company fundamentals and historical financial data.

  • Track the market in seconds

    Markets with indexes and top stocks by market cap

    Browse markets and search for assets.

  • Follow Top Investors

    Warren Buffett’s portfolio return and holdings

    Follow superinvestor filings and insider activity.

  • Never miss what matters

    Core watchlist grouped by sector

    Build watchlists to follow what matters to you.

Built for your goals

Achieve your goals
with Finsepa.

Connected portfolio value
$18.4M
Portfolios tracked
1,240
Connected accounts
486
Investors on Finsepa
872
Pricing

Start free.
Go further with Pro.

Free

Start tracking and researching your investments.

$0/ month
No subscription required.Start for free
  • One manually managed portfolio
  • Up to 15 assets in your portfolio
  • One watchlist
  • Company and market research tools
  • Access on web and iPhone
Pro

Understand your performance. Spend less time updating.

$12.99/ month
Billed monthly.Start for free
  • Everything in Free
  • Multiple portfolios and watchlists
  • Unlimited assets in your portfolios
  • Detailed portfolio analytics
  • Investment goals and progress tracking
  • Broker connections and automatic sync
  • Combined portfolio value and performance
  • Public portfolio sharing
  • Earnings and company report notifications
  • Priority support via Telegram and WhatsApp

All prices in USD. Both plans include access on web and the iOS app.

A few things you
might want to know.

Still have questions? Contact Us

Is Finsepa useful with just one portfolio?

Yes. You can track one portfolio and use the research tools for free. Pro adds detailed analytics to help you understand your returns, compare performance with the market, and see which investments contribute most to your results.

Can I use Finsepa just for research?

Yes. You can explore stocks, crypto, ETFs, company fundamentals, earnings, and market data without creating or connecting a portfolio.

Do I need to connect a brokerage account?

No. You can enter your transactions manually. With Pro, you can also connect a supported broker through SnapTrade to sync your investment data automatically.

Can I view multiple portfolios together?

Yes. Pro lets you combine portfolios into one view to see their total investment value and overall performance. You can still view each portfolio separately.

Which brokers can I connect?

Finsepa uses SnapTrade to connect supported brokerage accounts, including Robinhood, Wealthsimple, Fidelity, and Interactive Brokers. Availability depends on your broker and account.

How does the brokerage connection work?

You connect your account through SnapTrade’s connection flow, rather than entering your brokerage password into a Finsepa form. Once connected, your investment data is synced for portfolio tracking and analytics.

Does Finsepa store my brokerage login details?

No. Finsepa does not store your brokerage username or password. You connect through SnapTrade’s connection flow, which syncs your investment data for portfolio tracking and analytics.

What is included in Free?

One manually managed portfolio with up to 15 assets, one watchlist, and company and market research tools. Free is available on both web and iPhone.

Does my subscription cover web and iPhone?

Yes. Your plan includes access on both platforms. The features available depend on whether you use Free or Pro.

Start with your portfolio.
See the bigger picture.

Start for free