Investment tracker · Free in open beta
Investment tracker for stocks, ETFs, bonds and crypto in one place
Add your holdings once, refresh prices from free Stooq quotes, and see value, profit after fees and dividends, and allocation for each portfolio. The same portfolios feed your net worth, and the FIRE projection shows how long your target takes.
What it does
Every holding, its value and your real gain
Finman’s investment tracker keeps one or more portfolios of stocks, ETFs, bonds, funds, commodities and crypto that you enter by hand. Prices refresh from free Stooq quotes when you ask; Finman shows value, gain after fees and dividends, allocation by type and by asset, and a FIRE projection. It is free during the open beta.
- Price now$0 with no card while Finman is in open beta.
- After the betaThe investment tracker is free in the beta, like every feature.
- Asset typesStock, ETF, bond, fund, commodity, crypto and other.
- PricesFree Stooq quotes, refreshed for all portfolios or one portfolio at a time.
- WhereIn the browser on iPhone, Android and desktop; it installs to the home screen.
What’s included
What the tracker keeps for each holding
Built for the person who holds a few accounts at different places and wants one honest picture next to their budget and debts.
- 01
Portfolios in their own currency
Create a portfolio per account or per goal, for example a retirement account, a brokerage account and a crypto wallet. Each one keeps its own currency.
- 02
Holdings
Symbol, name, type, quantity, buy price, purchase date and the purchase fee. Every buy and sale is kept in the holding’s transaction history.
- 03
Prices from Stooq
US stocks and ETFs by plain ticker (AAPL is looked up as
aapl.us); other listings with their Stooq exchange suffix, such as.DE; 20 common coins, including BTC, ETH and SOL, as pairs to USD. After a refresh Finman tells you how many prices updated and how many were unavailable. - 04
Gain that counts your costs
Profit is current value minus cost minus fees. Net profit adds the dividends you log and subtracts extra fees or taxes. A split can be logged for the record.
- 05
Sales
Sell part or all of a holding with the sale price and fee; the quantity and the history update.
- 06
Allocation
Each portfolio shows its split by asset type and by individual holding, so a position that has grown too large stands out.
- 07
FIRE projection
Enter a monthly contribution, an expected yearly return and a target; Finman calculates how many years and months the portfolio needs, with monthly compounding, over a horizon of up to 100 years.
- 08
Part of your net worth
Every portfolio counts in the net worth tracker at quantity × latest price, converted to your base currency.
How it works
From a list of holdings to a target date
You enter what you hold; Finman fetches the prices and does the arithmetic. Your brokerage login is never needed, because nothing connects to the brokerage.
- 01 →Add holdingsSymbol, quantity, buy price, fee
- 02 →Refresh pricesFree Stooq quotes, one click
- 03 →Value and gainAfter fees, plus dividends
- 04 →AllocationBy type and by holding
- 05Target dateFIRE projection, and the total in net worth
| Line | Amount |
|---|---|
| 10 shares bought at 100.00 | 1,000.00 |
| Purchase fee | 5.00 |
| Value at today’s price, 10 × 120.00 | 1,200.00 |
| Profit: 1,200 − 1,000 − 5 | 195.00 |
| Dividends logged | +8.00 |
| Net profit | 203.00 |
Example figures. The calculation is the one Finman uses for every holding.
| Input | Value |
|---|---|
| Portfolio today | 20,000 |
| Monthly contribution | 500 |
| Expected return, per year | 7% |
| Target | 1,000,000 |
| Time to target | 401 months |
401 months is about 33 years and 5 months; starting from zero with the same inputs takes 437 months. The 7% return is an assumption you choose, and real returns vary year to year. More on targets in financial independence basics.
Setup, time and price
Getting your portfolio in
Setup time depends on how many holdings you have. Keep your latest brokerage statement open: it lists every symbol, quantity and cost.
- 01
Create a portfolio
Name it after the account and pick its currency.
- 02
Add each holding
Symbol, type, quantity, buy price, date and fee from your statement.
- 03
Refresh prices
Finman reports how many prices updated and how many were unavailable; check the symbols that got no quote.
- 04
Log dividends and sales
Add them as they happen so net profit stays right.
- 05
Price
$0 during the open beta, no card. After it, Pro is planned at $9 a month and Family at $19. See all plans.
Fit check
Where Finman fits, and where a specialist fits better
- 01
Holdings are entered by hand
Finman keeps no connection to brokerages or exchanges, so you add trades yourself and no brokerage password is shared.
- 02
Prices refresh when you press the button
Until a symbol gets a quote, its value uses the buy price.
- 03
Gain is a simple figure
Value minus cost and fees, plus dividends, in money and percent. For time-weighted returns, tax lots or benchmark comparison, a specialist tool fits better; best investment tracking apps compares them.
- 04
Investments sit next to everything else
Budgets, debts, savings goals and the balance forecast live in the same app, and the AI CFO chat answers from all of it.