Finfin
Read-only research tools for accounts, orders, balances, and positions from connections you authorize. Optional status notices and P&L reporting for your own review. Not brokerage services, not investment advice, and not endorsed by any broker.
Illustrative interface only. Not a client account, not performance, and not a recommendation.
Accounts
Linked balances
Cash, equity, and buying power views
Positions
Equity holding
Quantity, mark, and cost basis
Listed option
Status fields when your broker provides them
Listed option
Optional expiration-window notice
Orders
Open order (view only)
Working
Prior fill (history)
Filled
Canceled order
Canceled
Reporting
Trade history & P&L
Broker statements remain the official record
Portfolio
Display data from brokerage connections you authorize. Finfin does not custody assets, open accounts, or place orders. Your broker remains the firm of record.
See cash, buying power, and equity across linked accounts when your brokerage provides that data.
Review working and historical order information for research. Finfin does not route or execute orders.
Equities and options with quantity, cost, and mark when available, organized for personal research.
Connecting an account does not create an affiliation, endorsement, or joint venture with that brokerage.
Notices
Configure optional notices about position status, such as time to expiration when your brokerage provides that data. Notices are informational only. They do not recommend trades, predict outcomes, or manage risk.
Options involve substantial risk and are not suitable for all investors. Before buying or selling an option, read the Characteristics and Risks of Standardized Options (ODD). See also our Disclosures.
Illustrative notice types. Not a recommendation.
Expiration window (optional)
A notice you may enable when a listed options position is approaching expiration
Position status (optional)
A notice you may enable based on status fields your brokerage supplies
Off by default until you configure
You choose whether notices are on and how they are delivered
Reporting
Organize broker-reported fills and profit-and-loss views for your own analysis. Past results do not predict future results. Brokerage statements remain the official record.
Trade history
Chronological fills
Browse executed trades with symbol, side, quantity, and time when your brokerage provides that data.
Period P&L
Research windows
Summarize realized and unrealized figures for periods you select. Methodologies may differ from your broker.
Limitations
Confirm with your broker
Fees, corporate actions, and timing can cause differences. Do not rely on Finfin alone for tax or official records.
Finfin does not open brokerage accounts, solicit securities transactions, or provide personalized investment advice. It is not affiliated with or endorsed by any brokerage. Read our disclosures and privacy policy before you begin.
Request access