Automatic daily snapshots

The private portfolio you wishedyour bank gave you

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.

www.finlyze.es/portfolios
Preview of the Finlyze dashboard

Product

Three tools, one clear decision

Designed for investors who take their portfolio seriously and don't want to rely on a spreadsheet to understand what's happening.

Unified portfolios

Track stock, ETF, fund and crypto positions in a single coherent view with comparable metrics.

Longitudinal analysis

Automatic snapshots and historical metrics: total return, CAGR, drawdown and period comparisons.

Target rebalancing

Define the allocation you want to keep and get the exact operations to return to it without over-tweaking.

Start your first portfolio in under a minute

No card. No aggressive onboarding. Create an account, import your positions and let the snapshots do the rest.