Our comprehensive platform combines powerful tools with intelligent insights to help you make smarter financial decisions.
Monitor your stocks, crypto, and investments in real-time with comprehensive analytics and performance metrics.
Track spending, categorize expenses, and manage budgets with intelligent insights and automated categorization.
Get personalized investment advice and portfolio recommendations powered by advanced AI algorithms.
Seamlessly import your existing portfolio data from CSV files or connect with popular brokers.
Real-time market data and price tracking
Advanced portfolio analytics and insights
Automated expense categorization
AI-powered investment recommendations
Multi-asset support (stocks, crypto, bonds)
Secure data encryption and privacy protection
See what our users are saying about their experience with FinWise.
"FinWise transformed how I manage my investments. The AI advisor helped me optimize my portfolio and increase returns by 23%."
"The comprehensive analytics and client reporting features make this an essential tool for my practice. Highly recommended!"
"Finally, a platform that combines investment tracking with expense management. It's simplified my entire financial workflow."
Start free and upgrade as your portfolio grows. All plans include our core features.