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Stocks, funds and ETFs
Your shares, ETFs and funds valued automatically, whatever account holds them.
A stock portfolio scatters fast across brokers and account types: a brokerage account here, a tax-advantaged wrapper there, a life insurance policy somewhere else. Without a single view, it is impossible to know what your shares and ETFs really weigh in your net worth, or how they behave once brought together.
Finvygo brings every holding together in one place, prices valued automatically, whatever account holds them. You keep a clear view of your allocation, your dividends and your unrealised gains, without connecting a single brokerage account.
What you can do
Add your positions
Shares, ETFs and funds: enter your holdings in seconds.
Automatic prices
Prices are fetched automatically, with no manual updates.
Every account type
Each type of account is taken into account.
Dividends
Track the dividends you receive and your portfolio yield.
Performance and gains
See the performance of each holding and your unrealised gains.
Allocation
Understand how your portfolio is split at a glance.
Why track your stock portfolio in one place?
A share here, an ETF there, a fund tucked inside a life insurance policy: most stock portfolios are split across several brokers and account types. Each platform gives its own view, sometimes in its own currency, never showing the full picture. The real weight of stocks in your net worth, compared with real estate or cash, stays a rough guess rather than a reliable number.
Bringing these holdings together in one place changes how you read them: you see the actual split between shares, ETFs and funds, the effect of dividends received over time, and the performance of each position against its cost basis. A consolidated view, updated automatically, with no manual price entry.
How Finvygo values your holdings
Adding a share, an ETF or a fund is a simple search, by name or ISIN code, across dozens of exchanges worldwide. Once the holding is added, its price is fetched automatically and refreshed regularly: no need to type in a value by hand every time you check.
Each holding keeps the currency of its listing market, a US share stays in dollars, for example, and Finvygo converts it automatically into your reference currency for the net worth display. Price history is kept over time, feeding the performance chart for each holding and for your overall portfolio.
Accounts, dividends and performance
The account catalogue adapts to your tax residency, offering products such as tax-advantaged accounts, brokerage accounts or retirement accounts available in your country. Each holding can be attached to the account that actually contains it, so you get the exact structure of your net worth instead of a plain list of assets with no context.
Dividends received on your shares and ETFs are tracked automatically, with an estimate of upcoming payments. The average cost basis is recalculated with every purchase, and the unrealised gain on each holding, as well as on the portfolio as a whole, is visible at a glance.
Frequently asked questions
How do I add my shares and ETFs to Finvygo?
Search for the security by name or ISIN code, choose the quantity and cost basis, then confirm: the holding is added to your portfolio in seconds, with its price refreshed automatically.
Are stock prices updated automatically?
Yes. Prices are fetched automatically and refreshed regularly, with no manual entry needed on your part.
Can I group my holdings by account type?
Yes. Each holding can be attached to the account that actually contains it, a tax-advantaged account, a life insurance policy or a plain brokerage account, for example, so you get the exact structure of your net worth.
How are dividends tracked?
Dividends received are tracked automatically for listed assets, with an estimate of upcoming amounts and a monthly overview on your dashboard.
How is my unrealised gain calculated?
From the average cost basis, calculated automatically if you have made several purchases at different prices, compared with the position's current value.
Do I need to connect my brokerage account?
No, never. Finvygo works in a declarative way: you enter your positions yourself, with no broker credentials or brokerage account connection. The app requires no personal data.
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