A unified view of your
money at work.

Built for investors and traders, FinFavorite lets you track performance, decisions, and risk across every account.

See the whole picture.
Then zoom in.

Drill down from your whole portfolio to a single lot. See what's moving, why, and by how much.

See everything you own in one place.
Open any stock for the full picture.
Zoom in on a single position.

How it works

Turn raw broker data into a clear, auditable portfolio story.

Import once, unify every account, then review what worked so your next trade is sharper.

Import

Upload broker CSV exports. FinFavorite reconciles holdings and transactions automatically.

Unified view

See performance, allocation, and income across accounts in one dashboard.

Review decisions

Replay trades, tag your thesis, and identify repeatable patterns to improve execution.

Explore features

A deeper, more integrated understanding of your money.

Pick almost any money app and you encounter the same tradeoff: it either goes deep on only one part of your finances or covers all of it without much depth. FinFavorite does both, with real analysis across every account in one place.

Where today's money tools land

FinFavorite Deep analysis across every account in one integrated workflow, end to end.
1 Wealth dashboards Deep planning & net-worth views, but thin on execution & journaling.
2 Charting platforms Powerful charts & community, but light on portfolio & planning.
3 Trade journals Solid trade logging, but narrow beyond the journal.
4 Planning suites Comprehensive financial planning, but advisor-led with little execution.
5 Brokerages Broad account access, but shallow per-trade insight.
6 Excel spreadsheet Manual tracking & formulas, but no automation and error-prone.

Features

Built to improve process,
not just display data.

Every module links outcomes back to decisions so you can measure edge over time.

Dashboard

Get a high-signal snapshot of performance, risk, and upcoming catalysts, then drill deeper in one click.

Trade Doc

Pressure-test entries, exits, and risk rules with controlled what-if analysis to see what would have improved results.

Replay

Step through each trade as it unfolded, review context at entry and exit, and tighten your playbook with evidence.

Explore more features

Select any tab to see the feature in action.

Reports

Go from win rate to drawdown, MAE/MFE, hold-time, and edge-quality analytics built to improve repeatability.

Trust

Your accounts stay yours.

You keep control of your data while we provide transparent analytics.

Read-only by design: we never place trades or move money.
Imports happen through broker exports you control.
Your data is protected in transit.

Your data is used only to power your dashboards and analytics.
We don’t sell portfolio or personal data.
You choose what remains stored.

Your portfolio data stays exportable.
Download or delete your data anytime.
You stay in control of what’s stored.

Calculations are based on your raw transactions.
Holdings and performance remain auditable.
Fix mappings and re-import when needed.

Testimonials

What traders and investors say after switching:

FinFav has been a wonderful tool to help me analyze and journal my trades. It's simple to use and new features are constantly added, 10/10 would recommend!

X.M.Z.

FinFavorite has been instrumental in my journey as a trader. Aside from being a great journaling tool, the extensive features have enabled me to replace other services for portfolio management. I no longer have the need for multiple accounts with multiple services to keep track of investments. I can manage all of it in one place, saving time and money.

A.P.

The portfolio side of FinFavorite is especially polished. I honestly haven't found anything else that's this clean, smart and simple.

I.M.

I used to spend so much time every day manually tracking my entries and exits; now I can do it all in about 20 seconds.

M.D.

The best journal for TradeStation users available. I've tried at least seven different trading tools before this, and this is by far the most intuitive and accurate one I've used.

S.J.D.

I have been looking for a platform like this for years; I trade a mix of different strategies, some automated. FinFavorite has seamlessly accommodated everything I need. The advanced charting and Trade Doc have been game changers for my review process. I've shared it with friends and colleagues, and give it my highest recommendation.

B.R.

Very clean mobile interface. The onboarding tutorials were very clear and straightforward, and I love the charts and performance metrics on reports.

M.M.

Fin Favorite undoubtedly helps me make more money trading. Journaling is essential for success, and this platform makes it easy to stay consistent even with a busy schedule. Being able to instantly import trades directly from DAS and see all the metrics I care about in seconds is a game changer. The founder is clearly dedicated to continuous improvement, with new features and refinements appearing almost daily. Thank you, this has become an essential part of my trading success.

C.F.

Pricing

Choose a plan that's right for you.

Start free, upgrade for deeper automation and analytics. Your data stays exportable on every plan.

150 trade imports per month
Up to 3 trading accounts
Core reports and alert workflows
My Dashboard with essential modules

Unlimited trade imports
Up to 8 trading accounts and 15 tags
Share Trades plus full charting suite
Full My Dashboard + Morning Briefing

Unlimited imports, accounts, and tags
Trade Doc, Replay, and Share Trades
All indicators and templates
Full My Dashboard access + Morning Briefing

	Free	Plus	Premium
Dashboard
My Dashboard Access Personalized dashboard home with module cards and account-scoped context.	Limited modules	All modules	All modules
Economic Events Module Today's macro releases with impact filters and context.
Earnings Module Upcoming earnings for positions and watchlists.
Portfolio Performance Module Quick realized-performance view for selected lookbacks.
Daily PnL Module Recent day-by-day realized PnL snapshots.
Reminders Module Sticky-note style reminders pinned to dashboard context.
Daily Gainers / Losers Modules Premarket and intraday movers for tracked symbols.
Health Check Module Allocation health and concentration-risk summaries.
Ticker Tape Module Rotating live watchlist and portfolio tape.	–
Sector Performance Module Sector ETF performance summaries.	–
Dip Finder Module Trend-aware dip setups and context signals.	–
Position Status Module Open-position risk and profit-taking status cards.	–
Alerts Module Dashboard shortcuts and summaries for alert workflows.	–
Saved Dashboard Layouts Save and switch between dashboard module configurations.	–	Up to 3 layouts	Up to 5 layouts
Morning Briefing Automated dashboard morning briefing delivery.	–
Trading & Analysis
Trade Import Import trade history from supported brokers.	150 imports/mo	Unlimited	Unlimited
Reports Performance and journal reporting views.
Share Trades Publish and share selected trades.	–
Trade Doc Deeper post-trade analysis and backtesting.	–	–
Trade Replay Replay trade sessions with event and execution context.	–	–
Charting & Calendar
Indicators Chart overlays and oscillators for setup and momentum analysis.	Basic indicators	All indicators	All indicators
Calendar View Modes Trading calendar switcher for day, week, and month perspectives.	Day only	Custom	Custom
Indicator Templates Save and reuse custom indicator configurations.	–
5-Second Chart Data Ultra-short timeframe chart granularity.	–
Analyst Ratings Analyst consensus and price-target insights.	–
Accounts & Organization
Trading Accounts Manage connected and organized trading accounts.	Up to 3 accounts	Up to 8 accounts	Unlimited
Stock Tags Organize stocks by custom themes and research labels.	Up to 5 tags	Up to 15 tags	Unlimited
Trading Tags Label and group trades by strategy and execution patterns.	Up to 5 tags	Up to 15 tags	Unlimited
Custom Assets Track non-standard assets and manual entries with custom metadata.	–
Alerts
Alerts Engine Create and manage price, moving-average, and catalyst alerts.

FAQs

Answers to common questions.

If you can't find what you're looking for, feel free to send us an email.

Connect a supported brokerage or upload a statement once, and we normalize trades, transfers, and dividends into a single ledger. Every imported record keeps its original source so the history stays auditable.

FinFavorite works with most major brokerages, plus manual entry and CSV imports for anything that isn't directly connected. You can track brokerage, retirement, and custom asset accounts side by side.

Your data is encrypted in transit and at rest, and we never sell or share it. Connections are read-only, so FinFavorite can see your activity but can never place trades or move funds.

Always. Your data stays exportable on every plan, including the free tier. Download a full CSV of your trades, journals, and reports at any time, no questions asked.

Not at all. Long-term investors use FinFavorite to track performance, dividends, and allocation across accounts, while active traders lean on the journaling and analytics tools. Both start from the same unified view.

Nothing. The free plan covers core reports, alerts, and up to three accounts. Upgrade to Plus or Premium when you want unlimited imports, deeper analytics, and the full dashboard.

Contact

We'd love to hear from you.

We read every message and will get back to you personally.