MASTER
ASSETS.

The unified wealth management platform. Sync, track, and grow every account, asset, and investment in one powerful dashboard.

Finorra asset management app — unified portfolio dashboard on mobile
ios App Store android Play Store
Transformation

HOW IT
WORKS.

01. CONNECT

Pro Plan Premium Plan

Link your brokerage accounts securely via SnapTrade. Fidelity, Robinhood, Schwab, and more.

Finorra brokerage account sync

02. TRACK

View all your investments in one unified dashboard. Stocks, ETFs, bonds, and crypto — all in one place.

Finorra unified portfolio dashboard

03. GROW

Get dividend insights, portfolio benchmarking, and DRIP simulation to maximize your returns.

Finorra dividend and portfolio growth analytics
Free for Everyone

CORE
FEATURES.

Everything you need to manage and understand your portfolio — included in every plan.

Portfolio Analysis

Sector allocation, country exposure, and concentration insights at a glance.

Dividend Analysis

Annual forecasts, monthly projections, and yield breakdown for your holdings.

Goal Setting

Set financial targets and track your progress toward milestones.

Manual Assets

Add stocks, bonds, real estate, or any custom asset to your portfolio.

Earnings & Dividend Calendar

Never miss an ex-date or earnings report with your personalized calendar.

Asset History

Track your total portfolio value over time with interactive charts.

Market News

Curated financial news relevant to your holdings, updated in real-time.

SEC Disclosure

Access EDGAR filings — 10-K, 10-Q, and insider transactions instantly.

Insights

FROM THE BLOG.

Take It Further

ADVANCED
FEATURES.

Professional-grade tools for serious investors. Unlock the full potential of your wealth intelligence.

Multi-account brokerage sync feature in Finorra asset management app
Pro Feature

Multi-Account Sync.

Seamlessly aggregate data from Fidelity, Robinhood, Schwab, and more into one single, unified truth.

Powered by SnapTrade
Sortable asset list with mini charts and unrealized P&L in Finorra
Pro

Asset List

Sortable, detailed view of every holding with 30-day mini charts and unrealized P&L — insights not available in the card view.

Smart investment notes feature — document your thesis per asset
Pro Feature

Smart Notes.

Document your thesis and connect thoughts directly to assets.

Portfolio benchmarking against S&P 500, NASDAQ in Finorra
Premium Plan link Sync Req.

Portfolio
Benchmarking.

Compare your portfolio performance against major indices like S&P 500, NASDAQ, and Dow Jones. You can also benchmark against any specific ticker to measure your alpha.

DRIP dividend reinvestment simulator for long-term wealth projection
Premium

Dividend Simulator

DRIP & contribution modeling to project future wealth.

Historical stock performance and dividend payout analysis
Premium Plan link Sync Required

Historical
Performance.

Deep dive into historical price data and dividend payout history to backtest your conviction.

info Note: Available transaction history range varies by brokerage. See supported brokerages

Simple Pricing

Invest in your financial future today.

FREE PLAN

$0 /mo

Basic access for casual tracking

  • check Ads displayed
  • check 3 Manual Accounts / Unlimited Assets
  • check Dividend & Asset Mgmt (Monthly/Heatmap)
  • check Chart Threshold: Up to 2.5%
  • check Asset & Stock Charts: 1 Year
  • check Company & ETF Dividend Data
  • check Goals / Calendar
  • check Market News: Past 1 Week
  • check Timely Disclosures: Last 5 items

PRO PLAN

$9.99 /mo

Advanced tools for serious traders

7-Day Free Trial included.

You won't be charged until the trial ends.

  • check Remove Fixed Footer & App Open Ads
  • check 3 Manual + 3 Linked Accounts
  • check No Chart Threshold / Member Features
  • check Asset List View / Crypto Assets
  • check Asset & Stock Charts: 5 Years
  • check Advanced Company & ETF Data
  • check Unlimited News & Disclosures
Best Value

PREMIUM

$14.99 /mo

Ultimate power & unlimited access

7-Day Free Trial included.

You won't be charged until the trial ends.

  • check_circle Completely Ad-Free Experience
  • check_circle 6 Manual + 6 Linked Accounts
  • check_circle Asset/Stock Charts: 5 Years
  • check_circle Personal Dividend History (10Y)
  • check_circle Individual Stock Analysis (Sales/CF)
  • check_circle Increased Sync Frequency Limits
  • check_circle Asset Index Comparison
  • check_circle Dividend Simulation
Infrastructure

Trusted Technology Stack

Built on industry-leading platforms for reliability, security, and scale.

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SnapTrade

Brokerage Connectivity

monetization_on

RevenueCat

Subscription Management

local_fire_department

Firebase

Authentication & Analytics

cloud

AWS

Cloud Infrastructure