Stockfish Portfolio Manager

Your all-in-one financial management platform for comprehensive portfolio tracking, budget planning, and investment analysis.

Track multiple accounts, monitor investments with tax lot analysis, manage budgets, and stay informed with market sentiment and news.

Monitor your investment portfolio with real-time holdings, performance metrics, and detailed position tracking across multiple accounts.

Track cost basis with FIFO/LIFO methods, calculate realized and unrealized gains, and prepare for tax reporting with detailed lot tracking.

Manage checking, savings, investment, and retirement accounts in one place with automatic balance tracking and transaction history.

Create and track budgets with income and expense categories, link transactions to budget items, and monitor spending vs. planned amounts.

Stay informed with market sentiment analysis and news aggregation for your holdings, helping you make better-informed investment decisions.

Your financial data is encrypted and secure with role-based access control, audit logging, and industry-standard security practices.

Comprehensive Financial Management

Track accounts and investments in multiple currencies with automatic exchange rate handling.

Holdings and balances update automatically with transaction triggers and calculated views.

Fine-grained access control with account-level permissions and role-based authorization.

Detailed views for portfolio summary, holdings analysis, capital gains, and transaction history.

Create Accounts

Set up your financial accounts

Add Securities

Import your investment holdings

Create Budgets

Plan your income and expenses

Track & Analyze

Monitor performance and trends