Track your investments with AI insights, Monte Carlo simulations, and stress testing. Know exactly where you stand.
From basic tracking to advanced analytics
See your portfolio value update in real-time. Track daily, weekly, monthly, and all-time returns at a glance.
Visualize your portfolio allocation by sector, market cap, and geography. Identify concentration risks instantly.
Get personalized AI analysis of your portfolio: strengths, weaknesses, and suggestions for optimization.
Pro FeatureRun 10,000 scenarios to see where your portfolio could be in 1, 5, or 10 years. Understand the range of possible outcomes.
Pro FeatureSee how your portfolio would perform in past market crashes (2008, 2020) or hypothetical scenarios like a 30% market drop.
Pro FeatureYour portfolio gets a health score (S+ to F) based on diversification, risk-adjusted returns, and individual stock quality.
A sample portfolio tracked in Fineduca
See 10,000 possible futures for your portfolio
$38,500
$62,400
$89,200
Based on 5-year projection using historical volatility
Yes! Free users can track unlimited stock positions with real-time performance updates and basic analytics. Pro users unlock advanced features like AI portfolio insights, Monte Carlo simulations, and stress testing.
Monte Carlo simulation runs thousands of possible future scenarios based on historical volatility and returns. It shows you the range of possible outcomes for your portfolio, helping you understand potential risks and set realistic expectations.
Stress testing applies historical market scenarios (like the 2008 financial crisis or 2020 COVID crash) to your current portfolio. You'll see exactly how much your portfolio would have dropped — and recovered — during past crises.
Absolutely. Your data is encrypted and securely stored. We never share your portfolio information with third parties. You can export or delete your data at any time from your account settings.
Currently, you add positions manually by entering the ticker and number of shares. We're working on CSV import functionality — stay tuned!
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