One portfolio, every account
Accounts in different currencies and at different brokers add up to one total in the currency you think in.
IuFin brings all your brokerage accounts into one calm view and tells you in plain words how you are really doing: what you earned, separate from what you put in.
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Since May 2025 your investments earned $24,442.97. You also added $38,000.00. That part is your money, not a gain.
The problem
One broker for funds, another for single stocks, a third from years ago. Each shows its own slice in its own way, and none of them answers the simple question.
Add $5,000 and most apps show your balance up by $5,000. IuFin keeps the money you add apart from the money you made.
Different currencies, different fee lines, different ideas of profit. IuFin applies one set of rules to all of them.
A number went down. Which holding, and by how much? IuFin answers in a sentence, not a spreadsheet.
What you get
Accounts in different currencies and at different brokers add up to one total in the currency you think in.
The return figure ignores the timing of your deposits and withdrawals, so adding money never looks like making money.
A short summary of what happened and which holdings were behind it. No jargon, no ratios to decode.
Since May 2025 your investments earned $24,442.97. The world stock fund did the most (+$11,240.00). The bond fund lost $1,087.03. You also added $38,000.00, which is your money, not a gain.
IuFin says what happened. It does not tell you what to buy or sell.
IuFin compares its own total with your broker's and shows you whether they agree.
Upload a statement and see what will be added before anything is saved.
Price changes and dividends are added up per holding, so you can see what helped and what held you back.
How it works
Download your transaction history from your broker. IuFin reads CSV files today, and more formats are on the way.
IuFin shows what is new, what is a duplicate and what needs a look. Nothing is added until you confirm.
Total value, your result and a plain-words summary across all accounts, with every figure traceable to its transactions.
What you can count on
IuFin is not a trading app and not a professional terminal. It is the page you open once a week to know where you stand.
IuFin describes what happened in your portfolio. It never tells you what to buy or sell.
IuFin reads the statements you give it. It does not place orders or move money.
Every total leads back to the transactions behind it, and the calculation rules are the same on the web and on mobile.
IuFin is being built on infrastructure in the European Union. This site sets no cookies and loads no trackers.
Where we are
IuFin is not open for sign-ups yet. Here is what exists today and what comes next. Plans can change as we learn.
Open the demo and look around. It takes less than a minute and asks for nothing.
Explore the live demo