Portfolio Tracker: Finance Bay

Every account. Every asset. One clear view.

Finance Bay is the portfolio tracker and analytics platform that puts your investments in focus — benchmark your returns against the S&P 500, track stocks, ETFs, crypto, and dividends across all your accounts, and see your complete wealth picture in one private dashboard.

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PORTFOLIO ANALYTICS

• Real-time performance across 70,000+ global stocks, ETFs, funds, and shares

• Unrealized and realized gains broken down by holding and account

• Dividend yield tracking with full income history

• Asset allocation visualization across accounts and groups

• Net worth view — your total wealth at a glance

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BENCHMARK YOUR RETURNS

• Compare your portfolio against the S&P 500 or a custom benchmark

• Visualize how your wealth compounds over any time period — 1D, 1W, 1M, 1Y, all-time

• Identify which holdings drive your gains — and which hold you back

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REBALANCE & ALLOCATE

• See your allocation across asset classes, sectors, and geographies

• Group accounts by strategy or theme, then rebalance with clarity

• Unlimited account groups — organize your investments your way

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WATCHLIST & MARKET DATA

• Add any stock, ETF, crypto, or fund to your watchlist without opening a position

• 70,000+ assets covering US, XETRA, EURONEXT, TSX, SEHK, and more

• Never miss a dividend, corporate action, or earnings event

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PRIVACY-FIRST DESIGN

• No brokerage login required — manual entry or CSV import

• All connections to our servers are encrypted and secured

• Seamless iCloud sync across all your Apple devices

• Your data is never shared with or sold to third parties — ever

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Free to download. Optional Pro plan unlocks advanced analytics, unlimited account groups, and priority support.

Download Finance Bay and benchmark your portfolio — for real.

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Privacy Policy: https://www.financebay.app/privacy-policy

Terms of Service: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/