The operating system for investors and traders

One customizable connected workspace to manage assets, track decisions and risks, improve outcomes and profitability

Features

Each feature works better
by working together

Every feature plugs into the same source of truth, learning from and improving the others

How it works

Manage, monitor, learn, improve.

Bring your investing workflow into one place so portfolio management, research, and review all build on the same source of truth

Manage

Import broker data, unify accounts, and keep holdings, cash flow, and performance in sync

Monitor

Track portfolio health, earnings, economic events, and risk signals from one dashboard

Improve

Review decisions, replay trades, and connect reasoning to outcomes so your process gets sharper over time

Explore features

Powerful unique innovations

Each feature continually designed, refined and integrated to give you essential advantages

Custom Dashboard

Build your ideal investing command center with customized information on performance, risk exposure, economic events, and opportunities that deserve your attention.

Dashboard performance and sector summary preview

StrategyLab

Discover what sharpens your edge. Explore with our true backtesting engine how alternative approaches can improve your investing and trading strategies.

Decision Replay

Hone your insights and capabilities. Our precise replay engine gives you the luxury of time and context reconstruction to better understand any decision.

Trust

Protected by encryption.
Limited by design

Your accounts and data belong to you alone. Your data is encrypted in transit and at rest, and protected with state of the art security protocols.

We built this software at first for ourselves, our family and friends.
We aim only to make the best possible investing and trading software to help improve our results.
We deliberately chose to have no other profit incentives through selling data, ads, or financial products.

No. Broker connections use secure third-party integrations or exports you control.
FinFavorite never needs your brokerage password to place trades or move money.
If you prefer not to connect or sync your accounts at all, you can use broker exports instead.

No. FinFavorite is built for tracking, analysis, and review, not for custody or money movement.
We never transfer funds or take custody of assets.
Your accounts remain at your broker, exchange, bank, or institution.

No. FinFavorite separates analysis from execution.
We do not directly execute trades or rebalance accounts.
Investing and trading actions happen through your broker.

FinFavorite crushes the competition

Portfolio managers show what you own. Research tools surface information. Journals tell you how positions performed.
FinFavorite unifies each layer into one connected platform,
to better learn, manage and improve

Overview of today's investing tools

FinFavorite Connects research, decisionmaking, and performance analytics for diverse assets and strategies in one integrative improvement engine, beyond tracking and reporting.
1 Performance trackers Strong historical reporting, but limited in research, daily monitoring, and decision insights.
2 Research platforms Rich market information, but minimal portfolio integration and customization capacities.
3 Trade journals Solid decision review, but weak on research tools, and little support and integration for longer term holdings.
4 Portfolio managers Broader holdings visibility, but few research tools, learning capabilities, and process improvements.
5 Brokerages Access to specific brokerage accounts, but restricted cross-institution visibility and shallow investing workflow support.
6 Spreadsheets Flexible manual tracking, but disconnected, time-consuming and error-prone.

Testimonials

FinFavorite is the Fan Favorite

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 StrategyLab 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.

Our platform gets smarter as you use it

View everything you own, monitor what matters, and zoom into the decisions shaping your performance

See holdings, allocation, and account activity in one place
Open any position to review catalysts, risk, and context
Drill into the outcome and the decision behind it

Pricing

Start with the operating system. Upgrade when you want more depth

Every plan gives you one connected investing workspace. Upgrade for more automation, more accounts, and deeper decision analysis

150 trade imports per month
Up to 3 investing accounts
Core reports, alerts, and monitoring workflows
My Dashboard with essential operating-system modules

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

Unlimited imports, accounts, and tags
StrategyLab, Decision Replay, and advanced review workflows
All indicators and saved templates
Full My Dashboard access and 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.	–
StrategyLab Deeper post-trade analysis and backtesting.	–	–
Decision 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 inside one investing workspace

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, allocation, and risk across accounts, while active traders also lean on journaling, replay, and analytics. Both start from the same connected operating system

Nothing. The free plan covers the core operating-system workflow with reports, alerts, and up to three accounts. Upgrade to Plus or Premium when you want unlimited imports, deeper analytics, and advanced review tools

Contact

We'd love to hear from you