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🗂️ Build Your First Portfolio

Your First Portfolio — Built Right From the Start

Most new investors wing it. FinWin.ai gives you a structured process — screen, research, watchlist, invest, track — so your first portfolio is built on data, not guesswork.

Start for Free View Pricing
Tools Involved
Everything You Need — In One Place
Every tool below is built into FinWin.ai. No spreadsheets, no switching tabs, no third-party subscriptions.
🔍

Stock Screener — Preset Screens

Start with pre-built screens like 'Value Stocks' or 'Dividend Income'. No filter knowledge needed — just click and explore candidates.

All plans
📋

Financial Statements

Check if a company is profitable and growing before buying. Revenue, Net Income and Cash Flow going back 5 years on Basic.

Basic & above
⭐

Watchlist

Add up to 100 watchlists on Premium. Monitor candidates for 2–4 weeks before committing capital — track price, news and alerts.

All plans
🗂️

Portfolio Tracker

Holdings breakdown, performance analytics, sector exposure and XIRR returns. Consolidated summary across all your portfolios.

All plans
🔔

Price Alerts

Set alerts at your target entry price. Free plan includes 5 alerts — upgrade to 50 on Basic, 500 on Plus, 1000 on Premium.

All plans
📊

Benchmark Comparison

See how your portfolio performs vs the S&P 500, NASDAQ or any benchmark — so you know if you're beating the market or not.

All plans
Step-by-Step Workflow
How It Works on FinWin.ai
Follow this workflow to go from zero to confident decision — using the exact tools available on your plan.
1

Define your goal & timeline

Before screening, ask: Am I investing for income, growth or both? When will I need this money? This determines which screener filters to use.

2

Screen for candidates

Open the Stock Screener. Use a Preset Screen or build your own — filter by sector, P/E, dividend yield, revenue growth and debt levels.

3

Research each candidate

For each stock, check the Financials (is it profitable?), Key Metrics (is it fairly valued?) and Estimates (what do analysts think?).

4

Build your watchlist first

Don't buy immediately. Add candidates to your Watchlist and observe for 2–4 weeks. Set price alerts at your target entry price.

5

Make your first investment

When ready, record your trades in the Portfolio Tracker. Track your gain/loss, sector exposure and overall portfolio performance over time.

Choose Your Plan
Start Free. Upgrade When You're Ready.
Every plan includes core tools. Upgrade to unlock deeper data, more history, and advanced features.

Essential

$0/mo
Explore markets with essentials
  • Intraday Charts
  • 1 Watchlist
  • 5 Price Alerts
  • 1 Portfolio
  • Preset Screens
Get Started

Silver

$15/mo
Research smarter, invest confidently
  • 5 Watchlists · 5 Portfolios
  • 50 Price Alerts
  • Financial Statements (5yr)
  • Data Export
  • Extended Hours Data
Start Silver

Gold

$30/mo
Deep analysis for active investors
  • 20 Watchlists · 10 Portfolios
  • Analyst Ratings & Targets
  • Fundamental Ratios & Metrics
  • Technical Analysis
  • 10yr Financial History
Start Gold

Platinum

$60/mo
Built for investors looking for an AI edge
  • 100 Watchlists · 20 Portfolios
  • NLP Sentiment Score
  • Peer Comparison
  • 20yr Financial History
  • Priority Support
Start Platinum
Explore More Use Cases
What Else Can You Do on FinWin.ai?
💵

Find Dividend Stocks

Want your portfolio to generate regular income? Start with dividend screening.
💰

Stock Valuation

Don't overpay for your first stocks — check valuation ratios before buying.
📊

Portfolio Management

As your portfolio grows, learn how to track and benchmark it like a pro.

Your First Investment Portfolio Starts Here

Screen stocks, research companies and track every holding — free to start, powerful as you grow.

Build Your Portfolio for Free →