Finsepa
Aggregate your portfolios, track net worth, and research investments.
Freemium - Free tier available; paid plans unlock advanced features and additional integrations (see website for details).
About Finsepa
Finsepa unifies all your broker accounts and wallets into a single portfolio view so you can track net worth, understand return drivers, and research opportunities. Key capabilities include broker syncs, consolidated net-worth history, portfolio performance breakdowns, market pulse and upcoming earnings, plus per-account views. Integrates with major brokers and supports wallet tracking to give retail investors a complete picture of their holdings and progress toward goals.
Key Features
- Automatic broker syncs and multi-account aggregation
- Consolidated net-worth history and portfolio performance
- Market pulse and upcoming earnings calendar for research
- Per-account breakdowns and return attribution
Who is this for?
Retail investors and traders who use multiple brokers/wallets and want consolidated portfolio tracking and investment research.
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FreemiumFree tier available; paid plans unlock advanced features and additional integrations (see website for details).
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