Finally see your whole portfolio clearly.
Bring scattered accounts, holdings, and currencies into one calm view, then understand what changed without digging through spreadsheets.
Get StartedOne clear view
Your investments are scattered. Your view should not be.
Add holdings manually or import CSV and Excel files from the places you already use. FinSight turns that mess into a clean snapshot you can actually read.
Why FinSight
Less guessing. More understanding.
Know what you hold, where it lives, and what may be driving the changes you see.
One calm portfolio view.
See what you hold now across accounts without piecing it together by hand.
Every account has a place.
Group holdings by platform, wallet, or manual account so your portfolio finally has shape.
Imports stay in your control.
Upload CSV or Excel files, see what changed, and confirm only when everything looks right.
AI that already has context.
Get plain-language explanations based on your portfolio view, not a blank chat box.
Portfolio clarity
See the shape of your portfolio in seconds.
Start with the big picture, open the account that needs attention, and let FinSight explain the context behind the numbers.