Stop guessing. Start projecting. A powerful, privacy-first portfolio tracker with Monte Carlo retirement simulations, risk analysis, and intelligent allocation insights. The dashboard that answers: "Will my money last?"
Professional-grade portfolio analytics, retirement projections, and budgeting tools - all in one privacy-focused dashboard.
Track all your accounts in one place - 401(k), IRA, taxable brokerage, 529 plans, HSAs, and more with custom account types.
Drag-and-drop CSV/Excel files from Schwab, Fidelity, Vanguard, and other brokerages with automatic format detection.
Track property values, CDs with maturity dates, and cash positions with APY - see your complete financial picture.
Sharpe ratio, Sortino ratio, VaR, CVaR, beta, max drawdown - all the metrics pros use to evaluate portfolios.
Set alerts for allocation drift, position concentration, or portfolio milestones. Never miss important changes.
Extend with custom importers, analyzers, and widgets. Built-in plugins for dividends, tax-loss harvesting, and more.
Get a complete overview of your financial health at a glance. Track total portfolio value, account breakdowns, retirement progress, and key metrics all in one place.
See every position across all your accounts with detailed information including cost basis, current value, and unrealized gains.
Understand exactly where your money is invested with detailed breakdowns by asset class, sector, geography, market cap, and investment style.
Run 10,000 Monte Carlo simulations to stress-test your retirement plan against market volatility, black swan events, and sequence of returns risk.
Account for rare market crashes with configurable tail risk scenarios.
See your chances of not running out of money across different withdrawal rates.
Detailed projections showing balance, withdrawals, and returns for each year.
Compare 3%, 4%, and 5% withdrawal rates side-by-side with percentile outcomes.
Comprehensive financial planning tools including budgeting, tax projections, and AI-powered insights.
Track income, expenses, and see detailed paycheck breakdowns with tax calculations
Project taxes across your entire retirement with smart withdrawal strategies
Get intelligent commentary on your portfolio from Claude, OpenAI, or Cerebras
Extend with custom importers, analyzers, and visualization widgets
Perfect for financial advisors or anyone managing multiple portfolios. Each profile has its own completely isolated database.
Try the demo now and see how Finlity can help you plan for retirement with confidence.