** Global tracking
Latest pricing updates for 200K+ tracked investments across the globe - stocks, ETFs, cryptos, mutual funds, commodities, and forex.
** Portfolio summary, breakdown & drill-downs
Clear, concise summary of the assets you own and the value changes across portfolio or selected segment. Plus, the ability to drill down to asset specific performance and details.
** Profit/loss for portfolio, segment, or assets
Many options to assess profit/loss for active, closed or all positions. P/L can be further filtered by segment, timeframe, asset, etc.
** Fundamentals
Fundamental metrics for assets, i.e., market capitalization, number of issued shares, price-earnings ratio, return on equity, EPS, EBIDTA, etc.
** News
Latest news relevant to your portfolio assets.
** Multi-currency
Good currency support is at the heart of TotFin. You can select any currency for any transaction for asset with any native currency. All valuations for portfolio, segments and assets are converted into selected portfolio currency and are calculated based on latest exchange rates.
** Day gainers/losers
Your portfolio's today's top performing assets and value changes.
** Net worth & reviews
TotFin enables your wealth overview and growth chart which could be filtered by investment types or selected time periods. You can also drill down to summary details of every individual investment.
** Demo account
Fully functional demo account is readily available for you to play around with. If you are happy with the product, sign-up is easy, and we will only require one-time-password validation via an SMS message sent to you.
** Onboarding & account recovery
Your access to your data is secured with authentication check. We take password-less approach where your identity is confirmed by passcode via SMS. Identity verification allows TotFin maintain secure access to data in case of device, phone number, or SIM card changes. The phone number you provide for SMS is used exclusively for identity check.
** Biometric authentication
We also provide protection within the device with passcode and face/touch ID features.
Terms of use: https://totfin.com/terms-and-conditions
Latest pricing updates for 200K+ tracked investments across the globe - stocks, ETFs, cryptos, mutual funds, commodities, and forex.
** Portfolio summary, breakdown & drill-downs
Clear, concise summary of the assets you own and the value changes across portfolio or selected segment. Plus, the ability to drill down to asset specific performance and details.
** Profit/loss for portfolio, segment, or assets
Many options to assess profit/loss for active, closed or all positions. P/L can be further filtered by segment, timeframe, asset, etc.
** Fundamentals
Fundamental metrics for assets, i.e., market capitalization, number of issued shares, price-earnings ratio, return on equity, EPS, EBIDTA, etc.
** News
Latest news relevant to your portfolio assets.
** Multi-currency
Good currency support is at the heart of TotFin. You can select any currency for any transaction for asset with any native currency. All valuations for portfolio, segments and assets are converted into selected portfolio currency and are calculated based on latest exchange rates.
** Day gainers/losers
Your portfolio's today's top performing assets and value changes.
** Net worth & reviews
TotFin enables your wealth overview and growth chart which could be filtered by investment types or selected time periods. You can also drill down to summary details of every individual investment.
** Demo account
Fully functional demo account is readily available for you to play around with. If you are happy with the product, sign-up is easy, and we will only require one-time-password validation via an SMS message sent to you.
** Onboarding & account recovery
Your access to your data is secured with authentication check. We take password-less approach where your identity is confirmed by passcode via SMS. Identity verification allows TotFin maintain secure access to data in case of device, phone number, or SIM card changes. The phone number you provide for SMS is used exclusively for identity check.
** Biometric authentication
We also provide protection within the device with passcode and face/touch ID features.
Terms of use: https://totfin.com/terms-and-conditions
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