Tax season? Finance Bay shows your realized gains, dividend income, and annual performance — benchmarked, organized, and ready when you need it.
Every account. Every asset. One clear view.
Finance Bay is the portfolio tracker and analytics platform that puts your investments in focus — benchmark your returns against the S&P 500, track stocks, ETFs, crypto, and dividends across all your accounts, and see your complete wealth picture in one private dashboard.
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PORTFOLIO ANALYTICS
• Real-time performance across 70,000+ global stocks, ETFs, funds, and shares
• Unrealized and realized gains broken down by holding and account
• Dividend yield tracking with full income history
• Asset allocation visualization across accounts and groups
• Net worth view — your total wealth at a glance
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BENCHMARK YOUR RETURNS
• Compare your portfolio against the S&P 500 or a custom benchmark
• Visualize how your wealth compounds over any time period — 1D, 1W, 1M, 1Y, all-time
• Identify which holdings drive your gains — and which hold you back
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REBALANCE & ALLOCATE
• See your allocation across asset classes, sectors, and geographies
• Group accounts by strategy or theme, then rebalance with clarity
• Unlimited account groups — organize your investments your way
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WATCHLIST & MARKET DATA
• Add any stock, ETF, crypto, or fund to your watchlist without opening a position
• 70,000+ assets covering US, XETRA, EURONEXT, TSX, SEHK, and more
• Never miss a dividend, corporate action, or earnings event
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PRIVACY-FIRST DESIGN
• No brokerage login required — manual entry or CSV import
• All connections to our servers are encrypted and secured
• Seamless iCloud sync across all your Apple devices
• Your data is never shared with or sold to third parties — ever
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Free to download. Optional Pro plan unlocks advanced analytics, unlimited account groups, and priority support.
Download Finance Bay and benchmark your portfolio — for real.
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Privacy Policy: https://www.financebay.app/privacy-policy
Terms of Service: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
Ratings & Reviews
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Finance Bay 4.1.4
Our biggest update yet — new ways to analyze, protect, and understand your portfolio.
APP LOCK
• Lock the app with Face ID, Touch ID, or a 6-digit passcode.
PORTFOLIO INSIGHTS
• Sector and industry breakdown pie charts, now including crypto and cash.
• ETFs are decomposed into their underlying sectors.
• Realized profit & loss in the headline metric, with per-position attribution.
• Short position support with a directional cost basis and clear transaction labels.
• Stock splits are tracked automatically and applied to your held positions.
DIVIDENDS & TAXES
• Dividend payouts now appear in your transaction history.
• Per-stock yearly dividend chart and next earnings date on symbol details.
• Optional dividend reinvestment (DRIP), per account.
• Net-of-tax view for account returns, with per-account tax rates.
BENCHMARKS & CHARTS
• Compare your accounts against multiple tickers at once.
• Intraday 1D and 1W charts with a selectable bar interval.
EXPORT
• Export your transactions and yearly realized gains as CSV.
CALENDAR
• Sync investment events to your calendar.
PRIVACY
• New opt-out switches for analytics and diagnostics.
• Your privacy choices now apply to all your devices.
Plus a refreshed Settings layout, an in-app language picker, per-account and per-group settings, smarter search suggestions, and many fixes and performance improvements.
Version 4.1.4
Subscriptions
Pro - Yearly
Effortless analyzing for unlimited accounts.
Free Trial
The developer, Arkadiusz Szczepkowicz, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
Purchases
Financial Info
Location
Usage Data
Diagnostics
Privacy practices may vary based, for example, on the features you use or your age. Learn More
The developer indicated that this app supports the following accessibility features. Learn More