Lots more to come soon! Including real-time prices, sector/geography/risk breakdowns, capital gains tax calculations and more.
If you have feedback, please let us know!
Jason Russell changed status to In Progress
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May 14, 2024
Mark
•
Feb 21, 2024
Add Canada Life please
Hal
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Jan 24, 2024
Kubera (wealth tracking app) does this very well, even with multiple brokerage accounts and multiple daily trades.
Arun Johnson
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Jan 17, 2024
This may be a relatively niche case, but my biggest problem with finance tracking apps is that I don't know of any that can integrate arbitrary unconventional investments. For example crypto (on various chains) or unconventional physical assets (art, farm land, etc). If I could find a platform with these features I'd almost certainly use it.
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Comments9
May 23, 2024
Jason Russell
May 21, 2024
The initial version of investment holdings is now live, you can try it out here: https://app.finwiseapp.io/investments
Lots more to come soon! Including real-time prices, sector/geography/risk breakdowns, capital gains tax calculations and more.
If you have feedback, please let us know!
May 14, 2024
Mark
Feb 21, 2024
Add Canada Life please
Hal
Jan 24, 2024
Kubera (wealth tracking app) does this very well, even with multiple brokerage accounts and multiple daily trades.
Arun Johnson
Jan 17, 2024
This may be a relatively niche case, but my biggest problem with finance tracking apps is that I don't know of any that can integrate arbitrary unconventional investments. For example crypto (on various chains) or unconventional physical assets (art, farm land, etc). If I could find a platform with these features I'd almost certainly use it.
Nov 8, 2023
Nov 6, 2023
Jul 28, 2023