FinAgents

PortMan

About this app

FinAgents is your personal finance dashboard that brings all your accounts together in one place.

KEY FEATURES

• Unified Dashboard - View all your bank accounts, investments, and credit cards in a single app
• Investment Tracking - Monitor your stock portfolio, 401(k), and brokerage accounts
• Account Aggregation - Connect accounts from hundreds of financial institutions via Plaid and SnapTrade
• Balance History - Track how your net worth changes over time with visual graphs
• Manual Accounts - Add accounts that can't be linked automatically
• Real Estate & Assets - Track property values and other assets
• Secure Connections - Bank-level encryption for all financial data

SUPPORTED ACCOUNT TYPES

• Checking & Savings accounts
• Investment & Brokerage accounts
• Retirement accounts (401k, IRA)
• Credit cards
• Real estate
• Manual/custom accounts

SECURITY

Your financial security is our priority. We use Plaid and SnapTrade, industry-leading services trusted by millions, to securely connect to your financial institutions. We never store your bank login credentials.

TAKE CONTROL OF YOUR FINANCES

Stop logging into multiple apps and websites. FinAgents gives you a complete picture of your financial health in seconds.

Download now and start tracking your wealth!

What’s new

Updated to match website info