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📊 Portfolio Management

See Your Entire Portfolio Performance — At a Glance

Most investors don't know their real returns. FinWin.ai's Portfolio Tracker shows you consolidated P&L, true XIRR performance, sector exposure and benchmark comparison — so you always know exactly where you stand.

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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.
🗂️

Portfolio Tracker

Up to 1 portfolio on Free, 5 on Basic, 10 on Plus, 20 on Premium. Track all holdings with real-time price updates and gain/loss per position.

All plans
📈

Performance Analytics

Overall portfolio return, best and worst performers, realised vs unrealised gains — all in one performance dashboard.

All plans
📐

Portfolio Overview & XIRR

XIRR (extended internal rate of return) gives you your true annualised return accounting for the timing of each investment — more accurate than simple percentage return.

All plans
🏗️

Benchmarking & Filters

Compare your portfolio's performance against the S&P 500, NASDAQ or any benchmark you choose. Are you beating the market?

All plans
🥧

Holdings & Asset Breakdown

See your portfolio's sector allocation, asset type distribution and concentration risk — identify over-exposure before it becomes a problem.

All plans
🔔

Price Alerts

Set price alerts on any stock in your portfolio at key levels — up to 1,000 active alerts on Premium.

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

Create your first portfolio

Navigate to Portfolios → click New Portfolio. Give it a name (e.g. 'Growth Portfolio') and add your holdings — enter the quantity and purchase price for each.

2

Review holdings & P&L

The holdings view shows every position with current price, gain/loss in dollars and percentage, and your total portfolio value in real time.

3

Check your XIRR return

Open Portfolio Overview to see your XIRR — this is your true annualised return accounting for when you invested each tranche. Compare it to your benchmark.

4

Analyse sector exposure

The Asset Breakdown view shows how much of your portfolio is in Technology, Healthcare, Financials etc. Rebalance if one sector is over-represented.

5

Set portfolio alerts

Add price alerts on any holding so you're notified when stocks reach key levels. Review your Watchlist alongside your portfolio for stocks you're monitoring to add.

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?
🗂️

Build Your First Portfolio

Just starting? Here's how to screen, research and build your first portfolio from scratch.
💵

Find Dividend Stocks

Build a portfolio focused on dividend income — screen and track in one place.
📦

ETF & Fund Research

Add ETFs to diversify your portfolio — compare options before you buy.

Know Your Real Returns. Always.

Consolidated P&L, XIRR, sector exposure and benchmark comparison — free to start, scales with your portfolio.

Start Tracking Your Portfolio →