Portfolio Tracker: Finance Bay

Portfolio Tracker: Finance Bay is a finance application that consolidates investments across various asset classes into a single, privacy-first tracker. It is built exclusively for Apple devices, offering real-time performance and iCloud sync.

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At a glance

Pricing

Freemium

Free tier

Yes

API

Skill level

Non-technical

About

What is Portfolio Tracker: Finance Bay?

Finance Bay is a privacy-first investment tracker designed exclusively for Apple devices, including iPhone, iPad, Mac, Apple Watch, Apple TV, and Apple Vision Pro. It allows users to consolidate and track a wide range of assets, including stocks, ETFs, crypto, mutual funds, and REITs, with coverage for over 70,000 assets. Key features include comprehensive portfolio tracking with real-time performance and historical statistics, deep asset research, watchlists, and market news. All user data, such as transactions and accounts, is stored directly in the user's personal iCloud account, ensuring privacy with no data passing through Finance Bay's servers or requiring an account signup. The app also supports CSV import for transaction history and offers a Pro subscription for auto-refresh and unlimited account groups.

Best used for

Ideal for individual investors who need to consolidate and track their diverse investment portfolios across multiple asset classes, and maintain strict data privacy. Especially valuable for Apple device users who want seamless iCloud synchronization and real-time market data.

Common actions

track investments

monitor portfolio

research assets

manage finances

iosmobile_app

Capabilities

Key features

Portfolio tracking
Asset research
Watchlists
Market news
iCloud sync
CSV import
Auto-refresh

Target Audience

individual investorsapple device usersprivacy-conscious investors

Integrations

Not yet documented

Pricing & Plans

Freemium

Free

FAQs

What types of assets can I track with Finance Bay?

Finance Bay supports tracking over 70,000 assets, including US equities (NYSE, NASDAQ), XETRA, EURONEXT, TSX, SEHK, ETFs, mutual funds, REITs, and cryptocurrencies. You can also manually add any custom asset using the dedicated feature.

How does Finance Bay ensure the privacy of my financial data?

All your data, including transactions and accounts, is stored exclusively in your personal iCloud account. Finance Bay does not store any of your financial information on its servers, nor does it require an account signup, ensuring your data remains private and under your control.

What are the differences between the free Starter plan and the Pro subscription?

The free Starter plan offers portfolio tracking, asset research, watchlists, news, and iCloud sync. The Pro subscription, available monthly or annually, unlocks auto-refresh for all accounts and unlimited account groups, along with priority support and future features.

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