FundFlow
Join 25,000 investors
Next-Gen Investment Tracking for the Smart Investor
Next-Gen Investment Tracking for the Smart Investor
AI-powered tracking and analytics to help you make smarter investment moves
AI-powered tracking and analytics to help you make smarter investment moves
Partnered with
Visualize your portfolio composition
Dive deep into your investment portfolio with a detailed breakdown across asset classes. Understand where your money is invested: stocks, bonds, real estate, and more
Monitor Performance and Trends
Analyze your portfolio’s growth, returns, and key metrics over time. Compare your progress with market benchmarks using dynamic graphs
Track and Categorize Your Transactions
Access a consolidated view of your transaction history for smarter decision-making. Categorize and filter transactions for better clarity and control
Visualize your portfolio composition
Visualize your portfolio composition
Dive deep into your investment portfolio with a detailed breakdown across asset classes. Understand where your money is invested: stocks, bonds, real estate, and more
Dive deep into your investment portfolio with a detailed breakdown across asset classes. Understand where your money is invested: stocks, bonds, real estate, and more
Monitor Performance and Trends
Monitor Performance and Trends
Analyze your portfolio’s growth, returns, and key metrics over time. Compare your progress with market benchmarks using dynamic graphs
Analyze your portfolio’s growth, returns, and key metrics over time. Compare your progress with market benchmarks using dynamic graphs
Track and Categorize Your Transactions
Track and Categorize Your Transactions
Access a consolidated view of your transaction history for smarter decision-making. Categorize and filter transactions for better clarity and control
Access a consolidated view of your transaction history for smarter decision-making. Categorize and filter transactions for better clarity and control
Why Investors Choose FundFlow
Why Investors Choose FundFlow
Time saving automation
Time saving automation
Time saving automation
Spend less time managing and more time investing
Spend less time managing and more time investing
Spend less time managing and more time investing
Data-driven decisions
Data-driven decisions
Data-driven decisions
Leverage powerful analytics to grow your wealth
Leverage powerful analytics to grow your wealth
Leverage powerful analytics to grow your wealth
Secure and private
Secure and private
Secure and private
Industry-grade encryption to protect your data
Industry-grade encryption to protect your data
Industry-grade encryption to protect your data
Why They Trust Us
Why They Trust Us
This platform revolutionized how we manage our investments. The real-time insights and automated tools have saved us countless hours while boosting our portfolio performance.
Emma Carter
Executive Director at FinGrow Solutions
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This platform revolutionized how we manage our investments. The real-time insights and automated tools have saved us countless hours while boosting our portfolio performance.
Emma Carter
Executive Director at FinGrow Solutions
Previous
Next
This platform revolutionized how we manage our investments. The real-time insights and automated tools have saved us countless hours while boosting our portfolio performance.
Emma Carter
Executive Director at FinGrow Solutions
Previous
Next
Affordable Pricing, Maximum Value
Affordable Pricing,
Maximum Value
Monthly
Annually
Free
$0
/month
Beginners or casual investors looking to explore basic features
Features
Track 2 investment accounts
Basic dashboard with key metrics
Real-time updates for your portfolio
Track 2 investment accounts
Access to community support
Most popular
Pro
$30
/month
Active investors seeking in-depth insights and personalized tools
Features
Track unlimited investment accounts
Advanced analytics and insights
Custom alerts for market changes and price thresholds
Integration with popular investment platforms (e.g., Robinhood, Vanguard)
Export reports in PDF and CSV formats
Priority email and chat support
Enterprise
$99
/month
Financial advisors, firms, or institutions managing multiple clients
Features
Everything in Pro Plan
Dedicated account manager for personalized support
Custom integrations with in-house software
Bulk export and automation for client reports
Export reports in PDF and CSV formats
White-labeling options for branding
Monthly
Annually
Free
$0
/month
Beginners or casual investors looking to explore basic features
Features
Track 2 investment accounts
Basic dashboard with key metrics
Real-time updates for your portfolio
Track 2 investment accounts
Access to community support
Most popular
Pro
$30
/month
Active investors seeking in-depth insights and personalized tools
Features
Track unlimited investment accounts
Advanced analytics and insights
Custom alerts for market changes and price thresholds
Integration with popular investment platforms (e.g., Robinhood, Vanguard)
Export reports in PDF and CSV formats
Priority email and chat support
Enterprise
$99
/month
Financial advisors, firms, or institutions managing multiple clients
Features
Everything in Pro Plan
Dedicated account manager for personalized support
Custom integrations with in-house software
Bulk export and automation for client reports
Export reports in PDF and CSV formats
White-labeling options for branding
Monthly
Annually
Free
$0
/month
Beginners or casual investors looking to explore basic features
Features
Track 2 investment accounts
Basic dashboard with key metrics
Real-time updates for your portfolio
Track 2 investment accounts
Access to community support
Most popular
Pro
$30
/month
Active investors seeking in-depth insights and personalized tools
Features
Track unlimited investment accounts
Advanced analytics and insights
Custom alerts for market changes and price thresholds
Integration with popular investment platforms (e.g., Robinhood, Vanguard)
Export reports in PDF and CSV formats
Priority email and chat support
Enterprise
$99
/month
Financial advisors, firms, or institutions managing multiple clients
Features
Everything in Pro Plan
Dedicated account manager for personalized support
Custom integrations with in-house software
Bulk export and automation for client reports
Export reports in PDF and CSV formats
White-labeling options for branding
Got Questions, We've Got Answers
Got Questions, We've Got Answers
How quickly can I start using the platform?
Getting started is quick and easy! Sign up in less than a minute, connect your investment accounts, and start tracking your portfolio immediately.
How quickly can I start using the platform?
Getting started is quick and easy! Sign up in less than a minute, connect your investment accounts, and start tracking your portfolio immediately.
How quickly can I start using the platform?
Getting started is quick and easy! Sign up in less than a minute, connect your investment accounts, and start tracking your portfolio immediately.
Will this platform work with my existing accounts
Absolutely! Our platform integrates seamlessly with major investment platforms, including Robinhood, Vanguard, and many others. Sync all your accounts effortlessly in one place.
Will this platform work with my existing accounts
Absolutely! Our platform integrates seamlessly with major investment platforms, including Robinhood, Vanguard, and many others. Sync all your accounts effortlessly in one place.
Will this platform work with my existing accounts
Absolutely! Our platform integrates seamlessly with major investment platforms, including Robinhood, Vanguard, and many others. Sync all your accounts effortlessly in one place.
How secure is my data on this platform?
Your security is our top priority. We use industry-standard encryption and follow strict privacy practices to ensure your financial data remains safe and confidential.
How secure is my data on this platform?
Your security is our top priority. We use industry-standard encryption and follow strict privacy practices to ensure your financial data remains safe and confidential.
How secure is my data on this platform?
Your security is our top priority. We use industry-standard encryption and follow strict privacy practices to ensure your financial data remains safe and confidential.
Can I upgrade or downgrade my plan later?
Yes, our flexible plans allow you to upgrade, downgrade, or switch between monthly and annual billing whenever you need.
Can I upgrade or downgrade my plan later?
Yes, our flexible plans allow you to upgrade, downgrade, or switch between monthly and annual billing whenever you need.
Can I upgrade or downgrade my plan later?
Yes, our flexible plans allow you to upgrade, downgrade, or switch between monthly and annual billing whenever you need.
Can I access the platform on mobile devices?
Absolutely! Our platform is fully optimized for desktop, tablet, and mobile devices, so you can track your investments anywhere, anytime.
Can I access the platform on mobile devices?
Absolutely! Our platform is fully optimized for desktop, tablet, and mobile devices, so you can track your investments anywhere, anytime.
Can I access the platform on mobile devices?
Absolutely! Our platform is fully optimized for desktop, tablet, and mobile devices, so you can track your investments anywhere, anytime.
How does your platform ensure accurate tracking?
We use reliable integrations with trusted financial platforms to provide real-time data. Our advanced algorithms also ensure precision in analytics, helping you make well-informed decisions.
How does your platform ensure accurate tracking?
We use reliable integrations with trusted financial platforms to provide real-time data. Our advanced algorithms also ensure precision in analytics, helping you make well-informed decisions.
How does your platform ensure accurate tracking?
We use reliable integrations with trusted financial platforms to provide real-time data. Our advanced algorithms also ensure precision in analytics, helping you make well-informed decisions.
Ready to Take Control of Your Investments?
Ready to Take Control of
Your Investments?
Join thousands of investors simplifying their financial journey
Join thousands of investors simplifying
their financial journey
