A unified view of your
money at work.

Import broker data once, then track performance, decisions, and risk across every account with full auditability.

See the whole picture.
Then zoom in.

Track your entire portfolio over time, then drop down into any stock, any asset class, and any position.

Macro and micro portfolio view comparison
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.

1

Import

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

2

Unified view

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

3

Review decisions

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

CSV import flow in FinFavorite
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

Reports

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

Trust

Built for serious analysis with clear boundaries.

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

Security

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

Privacy

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

Data ownership

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

Transparency

  • 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.

Free

$0

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

Plus

$19 /mo

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