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Portfolio Tracker: Finance Bay

Portfolio Tracker: Finance Bay

$842 Finance & Trading ✓ Verified

Track, Analyze, and Benchmark Your Investments with a Powerful Portfolio Tracker: Finance Bay. Stay on top of your finances with a comprehensive Port

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Finance & Trading AI

About this Tool

Portfolio Tracker: Finance Bay

Track, Analyze, and Benchmark Your Investments with a Powerful Portfolio Tracker: Finance Bay.

Stay on top of your finances with a comprehensive Port

Track, Analyze, and Benchmark Your Investments with a Powerful Portfolio Tracker: Finance Bay.

Stay on top of your finances with a comprehensive Portfolio Tracker designed to consolidate and streamline your investment management. Whether your assets are spread across multiple brokerages or diversified into different asset classes, this Portfolio Tracker gives you a real-time, centralized view of your entire portfolio.

COMPREHENSIVE HISTORICAL ACCOUNT STATISTICS

The Portfolio Tracker lets you

Pros & Cons

✓ Pros

  • ✓Asset research (70,000+ assets)
  • ✓Watchlists & news
  • ✓Unlimited account groups
  • ✓Free plan or trial available

✗ Cons

  • ✗No native Android app
  • ✗Requires a paid subscription for full access

Key Features

🔧

Portfolio tracking

🔍

Asset research (70,000+ assets)

📋

Watchlists & news

🔗

iCloud sync

📤

CSV import

🔧

Auto-refresh

🔧

Unlimited account groups

🔧

Everything in Starter

🔧

Auto-refresh for all accounts

🔧

Unlimited accounts & groups

📋 Scripts & Prompts for Portfolio Tracker: Finance Bay +

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

📄 Template
Fine Tuning
Intermediate ⏱ 10 min
Sometimes no matter what tricks you throw at the model, it just won’t do what you want it to do.…
🔐 Browse All Scripts in the Vault →

🔌 MCP Servers for Portfolio Tracker: Finance Bay +

Connect these MCP servers to give Claude, Cursor & Cline superpowers with this tool. Sign up free to copy install commands.

🔌
osaurus
Intermediate ⭐ 4,448 📱 Claude Desktop, Cursor, Continue.dev
Own your AI. The native macOS harness for AI agents -- any model, persistent memory, autonomous execution, cryptographic identity. Built in Swift. Fully offline. Open source.
GitHub
🔌
CoinGecko MCP Server
Low 📱 macos, linux, windows
MCP for CoinGecko crypto market data.
🔓 Sign Up Free to Install
🔌
finmap-org/mcp-server
Intermediate 📱 Claude Desktop, Cursor, Continue.dev
[finmap.org](https://finmap.org/) MCP server provides comprehensive historical data from the US, UK, Russian and Turkish stock exchanges. Access sectors, tickers, company profiles, market cap, volume, value, and trade counts, as well as treemap and histogram visualizations.
🔓 Sign Up Free to Install
🔌
Stripe MCP Server
Low 📱 macos, linux, windows
Official Stripe MCP for payments, customers, and subscriptions.
🔓 Sign Up Free to Install
🔌 Browse All MCP Servers →

🤖 AI Agents for Portfolio Tracker: Finance Bay +

Pre-built automation agents that work with this tool — import in one click. Sign up free to access.

🌊 FLOWISE
Flowise Invoice Reconciliation Agent
⏰ Scheduled
Flowise flow that ingests PO, invoice, and payment records, reconciles them, and flags variances or missing matches for manual review.
https://github.com/FlowiseAI/Flowise
⬇ Import Agent Docs
🤖 CLAUDE CODE
Claude Code SEC Filing Watcher
⏰ Scheduled
Claude Code agent that polls EDGAR for new 8-K filings on a watchlist, extracts material events, and posts a summary to Slack or email.
https://github.com/anthropics/claude-cookbook
🔓 Sign Up Free to Import
⚡ ZAPIER
Zapier Stock Alert Multi-Step
⚡ Event
Zapier Zap that triggers on unusual volume from a market data webhook, calls an LLM to summarize related news, and posts the alert to a Slack channel.
https://zapier.com/apps
🔓 Sign Up Free to Import
🤖 CLAUDE CODE
Claude Code Financial Analyst Skill
▶ On-demand
Claude Code skill that ingests SEC filings, parses MD&A and risk factors, and outputs a structured valuation memo with DCF, comparable multiples, and key ratios.
https://github.com/anthropics/claude-cookbook
🔓 Sign Up Free to Import
🤖 Browse All AI Agents →

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Who Is This For?

👤

Developers

Tags

Finance & Trading Paid Desktop iOS

Frequently Asked Questions

Portfolio Tracker: Finance Bay is available as $842. Visit the tool's website for the latest pricing details and plan options.

Visit the Portfolio Tracker: Finance Bay website to check whether a free tier or free trial is available.

Portfolio Tracker: Finance Bay is available on Desktop, iOS. Check the official website for the latest platform support.

Many tools offer free trials to let you test before subscribing. Check the Portfolio Tracker: Finance Bay website for current trial availability and duration.

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