Your investments, in one place
Finda combines securities, cash, property and liabilities in a USD view. It helps a wealth manager see the whole portfolio of each client when the money is spread across institutions and countries.
Start with the accounts you actually hold
Configured Interactive Brokers Flex and Plaid connections can supply account snapshots. Supported statement imports and configured source files cover other recorded accounts. A saved manual entry is not automatically included in the consolidated total. Availability depends on the institution and the connection; a bank logo does not mean a live integration.
- Check the statement date for each institution.
- Keep account ownership and currency with every balance.
- Add missing accounts before comparing the total.
A new quote is not a new holding
Market prices can revalue the quantities already recorded. They cannot discover a later trade, transfer or closed account. Finda shows holdings dates separately from quote dates so an old statement remains visible.
Read the total, then investigate the driver
Use the consolidated view to find a large exposure, then open its holdings and institutions. Finda is a read-only dashboard: it does not place trades or move money.