Private portfolio. Clear decisions.
Finlyze unifies your positions, computes your real performance and tells you exactly how to rebalance. No noise, no gamification, no your money showing up on someone else's dashboard.
Your data stays yours
Record and export your positions without handing over control of your portfolio data.
Spanish tax context
Clear, cautious checks for income tax and Modelo 720.
Export, no lock-in
CSV when you need it, so your history does not live only in Finlyze.
Private portfolio
Today’s snapshot · 08:15
Total value
€247,380
+1.82% YTD
Positions
MSCI World
Accumulating ETF
€118,420
EUR Bonds
Short duration
€61,900
Cash
Tactical reserve
€18,060
Daily pulse
+0.36%
The portfolio is moving with less drift than the target allocation.
Tax
Useful checks for Spanish income tax and Modelo 720, without turning into tax advice.
Income tax
Gains ready
Modelo 720
Threshold watched
Suggested rebalance
Indicative actions to return to your allocation without overtrading.
Product
Designed for investors who take their portfolio seriously and don't want to rely on a spreadsheet to understand what's happening.
Track stock, ETF, fund and crypto positions in a single coherent view with comparable metrics.
Automatic snapshots and historical metrics: total return, CAGR, drawdown and period comparisons.
Define the allocation you want to keep and get the exact operations to return to it without over-tweaking.