FinFolio | Portfolio Management Software

FinFolio now offering Fundamental Valuations via StockCalc

It’s the value of your holdings that generate your returns. StockCalc is a fundamental valuation site. Each night we run 6 valuation models on 8000 stocks, 800 ETFs and 150 industries and create a detailed valuation report for each.

  • Link StockCalc to your client holdings to see what stocks and ETFs are under or overvalued
  • Use StockCalc’s list of Undervalued companies to find new Stocks, ETFs or Industries to invest into
  • If you build client portfolios, value them in StockCalc – Calculate their Price and Value

Know the value (not just the price) of your client’s holdings each day.

  • 8000 Stocks valued each night
  • Fully API’ed and a Programming Language
  • 800 ETFS, 150 industries valued each week
  • Detailed Valuation Reports
Get Started...
Click the 30 day trial button or Contact Us: or (506) 622-2160

About Finfolio

FinFolio makes wealth management simple for investment advisors. Performance reporting, trading, portfolio rebalancing, order management, contact management, billing & client portals on a single platform. Integrates with most products in the wealth management space. Runs in the cloud or can be installed locally.