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Track your investments easily and efficiently

With InvestSync, you can track and visualize your diversified investments on one convenient and efficient website. Tracking diversified investments has never been this easy!

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InvestSync dashboard

Benefits

Distributed Investment Tracking Has Never Been This Easy

Portfolio diversification offers a lot of security, but tracking them requires a lot of manual work and use of custom spreadsheets, or clicking from portal to portal. InvestSync provides a ready-made tool that lets you get started even for free.

01

Built for Scalability

InvestSync is suitable for beginners and experienced investors alike, as well as for holding companies and portfolio managers.
02

Quick Onboarding

Simply enter your email address and name to get access to the software. For business use, we also need your company name and Business ID.
03

Usage-Based Pricing

Monthly fee scales according to how many assets you add for tracking. You can see the pricing tiers on the Pricing page.
04

Integration Ready

We're working to get all common banks, brokerage firms, and other investment firms integrated directly into InvestSync.

Features

What InvestSync Offers

With InvestSync, you can easily track and manage your investments in one place without unnecessary hassle. Focus on what matters - managing your investments.

Real-time Visualization

See your portfolio's performance and diversification clearly displayed. Review investment returns and analyze the success of your diversification.

Investment Analysis

Get clear information about the diversification of your investments and the performance of individual targets.

Everything in One Place

Centralize all your investment information in one place without unnecessary effort.

Usability

The intuitive user interface makes tracking investments effortless and efficient.

Safe and Reliable

Your data remains secure and your privacy protected. All integrations are secure.

Automatic Updates

Portfolio data updates automatically, so you don't need to make manual updates.

Pricing

Usage-based scalable pricing

Monthly fee scales according to how many assets you add for tracking. Start for free and upgrade as needed.

Free

Free use for small portfolios. Try InvestSync without any risks.

Free

Up to €10,000 in investments

Basic reporting

Manual data entry

All basic features

Pro

For medium-sized portfolios. Includes additional features and integrations.

from 5€ /month

Up to €1,000,000 in investments

Advanced reports

Automatic integrations

Email integration support

Priority support

CSV import/export

Enterprise

For large portfolios and business use. Customized solutions.

from 149€ /month

Over €1,000,000 in investments

Customized reports

API integrations

Phone and email support

Dedicated account manager

Get in Touch

Contact Us

We want to hear from you! Are you already a user of InvestSync, considering getting started, interested in integrating with InvestSync, or do you have other questions? Please reach out using the form or email!

Email
aleksi@investsync.io
Company
Codefox Oy
Business ID: FI32650315

Join the Waitlist

The first version of InvestSync is already in use by our pilot customers. Join the waitlist so you get notified as soon as you can start simplifying your investment tracking!

FAQ

Frequently Asked Questions