Don't be insecure about your securities.

The ability to track and report on a wide variety of financial instruments is at the core of any multi-currency portfolio management software. Our financial engine is world class.
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International investments need globally capable software.

As countries become more interconnected, clients expect their investments to reach more shores. FinFolio tracks all accounts in their native currency and can use different currencies at report time. You can use multiple currencies when building custom reports. If you need multi-currency portfolio management software then FinFolio will readily meet your needs.
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Track cost basis and gains with specific lot accounting.

Allocate specific cost lots or use automatic allocation methods at the account or transaction level. Automatic methods include LIFO, FIFO, Highest, Lowest, MinTax, Tax Efficient, and Average. FinFolio effortlessly handles splits, spinoffs, mergers, margin trades, short positions, and other tricky tax situations. FinFolio will also automatically detect wash sales, constructive sales and straddles.  

 
 
 
 

Performance reporting with GIPS

Calculate dollar-weighted (IRR) and time-weighted (TWR) returns that are GIPS and AIMR compliant. Compare portfolio performance to benchmarks at multiple levels, including asset, class and sector. Performance can be reported before/after fees, sales charges or estimated taxes, and fees can be accrued over the billing period.

FinFolio does multi-currency portfolio management, and is sensitive to the currency of the account securities, recognizing changes in fx rates and raising or lowering the return as appropriate. Precalculate and store performance or run it point-to-point for any date range.
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About FinFolio

FinFolio​ makes portfolio management software for investment advisors and professional wealth managers.
 

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FinFolio
3000 Lawrence Street, Suite 6
Denver, CO 80205
(720) 206-0660
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