In development · live demo available

Your investments. Understood.

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.

No sign-up Sample data Runs in your browser

All accounts · 3 brokers Sample data
Total value$124,442.97
You put in$100,000.00
Your result+$24,442.97
Portfolio value compared with the money put in, May 2025 to November 2026 (sample data) The money put in rises in steps from $62,000 to $100,000. The portfolio value rises from $62,000 to $124,442.97. The gap between the two lines, $24,442.97, is the result.
Matches your statementto the cent

In plain words

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

More accounts should not mean less clarity.

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.

  1. 01

    Deposits look like growth

    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.

  2. 02

    Every broker counts differently

    Different currencies, different fee lines, different ideas of profit. IuFin applies one set of rules to all of them.

  3. 03

    The explanation is missing

    A number went down. Which holding, and by how much? IuFin answers in a sentence, not a spreadsheet.

What you get

Everything you need to answer one question: how am I doing?

One portfolio, every account

Accounts in different currencies and at different brokers add up to one total in the currency you think in.

USDBrokerage account$71,204.10
EURInvesting app€28,650.00
GBPShare account£16,710.67
One portfolio$124,442.97

Your result, not your deposits

The return figure ignores the timing of your deposits and withdrawals, so adding money never looks like making money.

You put in$100,000.00
You earned+$24,442.97

In plain words

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.

Checked against your statement

IuFin compares its own total with your broker's and shows you whether they agree.

Broker statement124,442.97
IuFin124,442.97
Matches to the cent

Import with a preview

Upload a statement and see what will be added before anything is saved.

Buy · World stock fundNew
Dividend · US stock fundNew
Buy · World stock fundDuplicate
Fee · missing dateNeeds a look

See what each holding did

Price changes and dividends are added up per holding, so you can see what helped and what held you back.

World stock fund
+$11,240.00
US stock fund
+$9,870.00
Tech company
+$4,420.00
Bond fund
−$1,087.03

How it works

From statement to clarity in three steps.

  1. Export a statement

    Download your transaction history from your broker. IuFin reads CSV files today, and more formats are on the way.

  2. Review before saving

    IuFin shows what is new, what is a duplicate and what needs a look. Nothing is added until you confirm.

  3. See the whole picture

    Total value, your result and a plain-words summary across all accounts, with every figure traceable to its transactions.

What you can count on

A calm tool, built for long-term investors.

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.

  • Explanations, not advice

    IuFin describes what happened in your portfolio. It never tells you what to buy or sell.

  • No trading, no money movement

    IuFin reads the statements you give it. It does not place orders or move money.

  • Numbers you can trace

    Every total leads back to the transactions behind it, and the calculation rules are the same on the web and on mobile.

  • Hosted in Europe

    IuFin is being built on infrastructure in the European Union. This site sets no cookies and loads no trackers.

Where we are

In development, and open about it.

IuFin is not open for sign-ups yet. Here is what exists today and what comes next. Plans can change as we learn.

  • Available now

    Live demo

    • Dashboard, portfolio, holdings and quotes screens
    • Sample data, nothing to install
    • Light and dark themes
  • Being built

    Your own accounts

    • Sign-in and private portfolios
    • CSV statement import with preview
    • Result and holdings calculated from your transactions
  • Planned

    After that

    • Direct imports for popular brokers
    • A weekly summary of your portfolio
    • iPhone and Android apps

See a portfolio, understood.

Open the demo and look around. It takes less than a minute and asks for nothing.

Explore the live demo