A unified view of your
money at work.

Track long-term positions and short-term trades together, with full history and context.

See the whole picture.
Then zoom in.

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

Macro and micro portfolio view comparison
How it works

From raw broker exports to an auditable portfolio view.

Import your data, see unified performance, then review decisions with context.

1

Import

Upload a broker CSV. We parse 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 spot patterns you can act on

CSV import flow in FinFavorite
Features

Tools for tracking, reviewing,
and improving decisions.

Each part of the platform is designed to translate decisions into measurable outcomes.

Dashboard

See market movement, position risk, and upcoming catalysts in one summary built for quick orientation before going deeper.

Trade Doc

Run controlled what-if analyses to test whether alternative risk/exit rules would have improved outcomes.

Replay

See how your positions developed in real time, review what occurred around each entry, and tighten your process from your execution history.

Explore more features

Reports

View metrics from basic win rate to drawdown, excursion, hold-time, and edge-quality analytics.

Trust

Built with clear boundaries.

Clear expectations around security, privacy, and data handling.

Security

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

Privacy

  • Your data is used to generate your dashboards and reports.
  • We don’t sell portfolio or personal data.
  • You control what's 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 users are saying:

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.

All plans keep your data exportable.

Free

$0

  • Core dashboards
  • Watchlists and tags
  • Trade journal
  • CSV export

Premium

$29 /mo

  • Shared workspaces
  • Role-based access
  • Audit trails
  • Team reports