Auto-sync from IBKR daily
- Spreadsheet
- Not availableManual CSV
- Generic tracker
- Partial / manualCSV upload
- FindStox
- Full supportIBRIT API
Refreshed every trading day.
Manage your
IBKR
Portfolio
Connect your Interactive Brokers account and get clean charts, P&L tracking, and portfolio analytics.
FEATURE TOUR
LIVE DEMO
TRY IT YOURSELF
Click through a real FindStox dashboard with sample data — no signup required.
DEMO
What you get
Portfolio Analytics and Research in
one Terminal.
Gain valuable insights into your portfolio, track your decision making, and use our tools to become a better investor.
01Journal
Track your
Decision Making.
Your trades tell you what happened. Your journal tells you why. Bring both together on a chart that remembers every decision.
Track your Trades
Every buy and sell is visualized automatically on the price chart. See exactly what you paid and when.
Add Investing Notes
Tap any point on the chart to open the journal. Write an earnings reaction, update your thesis, or leave a reminder for your future self.
Investment Thesis
Scroll back through your history and remember why you made each decision. Most investors forget. You remember.
Inside your workspaceTry it
AAPL$334.58+0.70%
1M3M6M1YALL
$250$300
B 50
NOTE
Beat earnings by 12%. Raising PT to $210. Hold core position.
S 25
B 30
SepNovJanMarMayJulSep
BUYSELLNOTETAP TO ADD NOTE
JournalAAPL
NOTEMAR 14, 2025
Beat earnings by 12%. Raising PT to $210. Hold core position.
BUYJAN 28, 2025
Added on dip after macro selloff. Thesis unchanged, AI chip cycle intact.
SELLNOV 03, 2024
Trimmed 25 shares near ATH. Taking partial profits before election uncertainty.
3 entries · AAPL+ Add note
Illustrative example · sample portfolio data
02Research timeline
Your research.
Right where it belongs.
Filings, earnings decks, screenshots and notes, organized by stock and pinned to the date. Pick up a thesis exactly where you left it.
Attach filings & PDFs
Drop 10-Ks, earnings decks, broker reports, even screenshots onto any date. Your research lives next to the trade it inspired.
Markers on the chart
Every document, note, and trade shows up as a marker on the price chart. Hover for the title and file count, click through to download.
Timeline
See everything that happened for a stock you own on the timeline.
Inside your workspacePreview
AAPL · Research timeline6 entries · 6 files
APR 22, 2025
DOCSQ2 earnings deck
earnings-q2-2025.pdf · supplemental.pdf
APR 22, 2025
NOTEBeat by 12% on services
Raising PT to $210. Hold core, trim if it gaps 8%+ tomorrow.
MAR 14, 2025
BUY+25 shares @ $172.30
Average cost now $168.40 across 60 shares.
FEB 02, 2025
DOCSQ1 10-Q filing
10q-feb-2025.pdf
JAN 28, 2025
NOTEAdded on dip
Thesis unchanged, AI chip cycle intact. Macro selloff = entry.
DEC 15, 2024
DOCSAnnual report 2024
ar-2024.pdf · proxy.pdf · esg-summary.pdf
Every entry plots as a marker on the price chart
Illustrative example · sample portfolio data
03News & filings
Follow the facts.
Across 12 markets.
Company disclosures from primary sources, connected to the stocks you own. See what changed, when it happened, and how the price reacted.
Primary sources only
We fetch our news from primary sources like EDGAR, RNS, AMF, CNMV and the other official disclosure feeds.
Real Time Alerts
Stay on top of the news. We send you news updates in near real time, so you are always up to date.
Dated on your chart
Each event is annotated at its real publication date, so you can see what the price did in the days around it.
Connected to the sourcePreview
United StatesSEC filings (EDGAR)
CanadaTMX and issuer releases
United KingdomRNS announcements
Germany & AustriaEQS / DGAP disclosures
FranceAMF regulated filings
SpainCNMV filings
ItalyeMarket regulated news
NetherlandsAFM disclosures
BelgiumFSMA disclosures
PolandGPW / NewConnect reports
AustraliaASX announcements
More to comeTell us which market you need
04Analytics
Know your returns.
Understand your risk.
Returns, dividends, allocation and daily portfolio history. A clear view of your performance, calculated directly from your IBKR activity.
Performance metrics
Time-weighted return, simple return, return on cost, win rate realized and combined, and fees paid, together in one stats grid.
Per-position IRR
A money-weighted return for every holding, solved from your actual cash flows, so a position you added to three times is still measured honestly.
Allocation & concentration
Weights by position, sector and currency, plus an HHI score that tells you how much of your outcome rides on a single name.
Inside your workspacePreview
Time-weighted return+14.2%Sub-period linked, deposit-proof
Return on cost+22.4%Against what you actually paid
Win rate73%Realized, 68% combined
Dividends (net)$1,284$1,510 gross, $226 withheld
On your dashboard9 modules
[PERF]7 metrics
Performance analytics
Time-weighted return, simple return, return on cost, win rate realized and combined, and fees paid, all in one stats grid.
[P&L]3 views
P&L breakdown
Unrealized gains by open position, realized gains by closed position, and a contribution waterfall showing each holding's impact on total return.
[NAV]Daily
Historical NAV
Daily portfolio value charted over time, so you can see your net asset value history at a glance, filterable by year.
[POS]11 columns
Positions table
Market value, cost basis, P&L, IRR, holding period, contribution and dividends per position. Sortable, searchable, filterable by asset type.
[ALLOC]HHI score
Allocation & concentration
Stocks, cash and options allocation, with an HHI concentration score and top 3/5/10% metrics to spot over-concentration at a glance.
[IRR]Per position
Internal rate of return
True annualized return per position, accounting for the timing and size of every buy and sell. More honest than simple P&L% once you have traded a name twice.
[DIV]Tax-aware
Dividend tracker
Gross, withholding tax and net dividends per year, with a monthly income chart, per-stock breakdown and the full transaction log.
[TR]Full log
Trade history
Every trade grouped by position. Expand any symbol for each individual buy and sell with date, quantity, average price and fill count.
[SEC]Read-only
Read-only & secure
Connected through IBKR's official reporting service. We receive data exports only. No trades, no transfers, no account access. Ever.
Illustrative example · sample portfolio data
05Stock screener
Your next idea.
A little easier to find.Beta
Find companies that fit your approach, then take them straight into your chart and research workflow. In beta, and shaped by what you need next.
Filters that matter
Screen on the fundamentals and price data you already look at, without wading through a hundred checkboxes to get there.
Straight to the chart
Every result opens into the full FindStox view, so a name you screened this morning can carry a note and a filing by this afternoon.
Shaped in the open
The screener ships in beta on purpose. What you screen for decides which filters get built next.
Inside the screenerBeta
Live in beta
- Filter the market on the fundamentals and price data behind your existing holdings.
- Open any result straight into the same chart, journal and document timeline you already use.
- Save a screen and come back to it instead of rebuilding the filters each time.
Being built next
- More filters, faster results, and clearer explanations of what each number means.
- Screens that start from your portfolio: find what looks like the position you already own.
- Shaped by beta feedback. Tell us what you screen for and it moves up the list.
06AI assistant
Ask better questions.
Of your own portfolio.
Talk to Claude about your positions, trades and notes. Or use a research credit to dig deeper into a holding with a sourced report.
Portfolio chat in Claude
Connect the FindStox MCP server once, then ask about positions, performance, dividends, trades and your own notes without exporting a thing.
Research reports on demand
Start a report on any holding and get a sourced write-up back as a PDF, delivered to your inbox and pinned to that stock's timeline.
Read-only by design
Access runs through a personal token you create and can revoke at any time. The connection can read your data. It cannot trade, move money, or change anything.
Inside your workspacePreview
Claude · FindStox MCPRead-only
How concentrated is my portfolio right now?
get_portfolio_summary · list_positionsYour top holding is 21% of NAV and the top three are 48%. HHI sits at 0.18, which is moderately concentrated for 12 positions. Two of the top three are in the same sector, so the effective concentration is higher than the position count suggests.
What did I write when I bought the largest one?
list_notes · read_documentOn 28 Jan 2025 you noted the thesis was unchanged and the macro selloff was the entry. The Q2 deck you pinned in April supports it: services beat by 12%.
Answers read your positions, trades, notes and documents
Illustrative example · sample portfolio data
Built around your IBKR portfolio. Read-only access.Find your plan
Comparison
Why not just
a spreadsheet?
Spreadsheets, portfolio trackers, FindStox.
See what changes at each step, from your
daily data to the details behind every return.
| The everyday differenceYour investing workflow.From daily sync to deeper analysis. | SpreadsheetBuild it yourself | Generic trackerA general-purpose view | FindStoxPurpose-built for IBKR |
|---|---|---|---|
| Auto-sync from IBKR daily | Not availableManual CSV | Partial / manualCSV upload | Full supportIBRIT API |
| Time-weighted return (institutional) | Not availableHard to compute | Partial / manualOften simple % | Full supportSub-period linked |
| Per-position IRR | Not available | Not available | Full supportBrent's method |
| Dividend tracking (gross/tax/net) | Partial / manualManual entry | Partial / manualNet only | Full supportFull breakdown |
| Chart annotations + trade journal | Not available | Not available | Full supportBuilt in |
| Historical NAV (daily resolution) | Not availableSnapshot only | Partial / manualMonthly | Full supportEvery trading day |
| Concentration / HHI risk score | Not available | Not available | Full supportAuto-calculated |
| Stays accurate without maintenance | Not availableFormulas drift | Partial / manualManual refresh | Full support~2AM ET daily |
Time-weighted return (institutional)
- Spreadsheet
- Not availableHard to compute
- Generic tracker
- Partial / manualOften simple %
- FindStox
- Full supportSub-period linked
Per-position IRR
- Spreadsheet
- Not available
- Generic tracker
- Not available
- FindStox
- Full supportBrent's method
Dividend tracking (gross/tax/net)
- Spreadsheet
- Partial / manualManual entry
- Generic tracker
- Partial / manualNet only
- FindStox
- Full supportFull breakdown
Chart annotations + trade journal
- Spreadsheet
- Not available
- Generic tracker
- Not available
- FindStox
- Full supportBuilt in
Historical NAV (daily resolution)
- Spreadsheet
- Not availableSnapshot only
- Generic tracker
- Partial / manualMonthly
- FindStox
- Full supportEvery trading day
Concentration / HHI risk score
- Spreadsheet
- Not available
- Generic tracker
- Not available
- FindStox
- Full supportAuto-calculated
Stays accurate without maintenance
- Spreadsheet
- Not availableFormulas drift
- Generic tracker
- Partial / manualManual refresh
- FindStox
- Full support~2AM ET daily
SECURITY CLEARANCE: READ-ONLY
YOUR ACCOUNT IS ALWAYS SAFE
FindStox connects through Interactive Brokers' official reporting API. We receive data exports only — we cannot place trades, transfer funds, or modify your account in any way. Ever.
Simple, transparent pricing
Coverage by subscription.
Research by the credit.
Your portfolio tells us what to watch.
We tell you when it moves. Start free and
add more as you need it.
A little clarity. A real advantage.Start with the essentials. Build your edge from there.Compare what's included | FreeYour daily perspective $0forever See your portfolio and what moved it, once a day. No credit card needed | WatchMost popularStay a step ahead $9/ month Know the moment a filing lands, not that evening. Billed monthly · excl. VAT | ProGo deeper on every holding $29/ month Everything in Watch, plus AI research on any holding. Billed monthly · excl. VAT |
|---|---|---|---|
| Portfolio essentials | |||
| IBKR portfolio dashboard | Included | Included | Included |
| Daily news digest | Included | Included | Included |
| Document translation | Included | Included | Included |
| Live coverage & tools | |||
| Instant filing alerts | Not included | Included | Included |
| Filings on your charts | Not included | Included | Included |
| Upload and attach files. | Not included | Included | Included |
| Screening | |||
| Stock screenerBeta | Not included | Included | Included |
| AI research | |||
| Portfolio chat in Claude | Not included | Not included | Included |
| Monthly research credits | Not included | Not included | 12 credits |
Free
Your daily perspective
$0forever
See your portfolio and what moved it, once a day.
No credit card needed
What's included
- IncludedIBKR portfolio dashboard
- IncludedDaily news digest
- IncludedDocument translation
Watch
Most popularStay a step ahead
$9/ month
Know the moment a filing lands, not that evening.
Billed monthly · excl. VAT
What's included
- IncludedIBKR portfolio dashboard
- IncludedDaily news digest
- IncludedDocument translation
- IncludedInstant filing alerts
- IncludedFilings on your charts
- IncludedUpload and attach files.
- IncludedStock screenerBeta
Pro
Go deeper on every holding
$29/ month
Everything in Watch, plus AI research on any holding.
Billed monthly · excl. VAT
What's included
- IncludedIBKR portfolio dashboard
- IncludedDaily news digest
- IncludedDocument translation
- IncludedInstant filing alerts
- IncludedFilings on your charts
- IncludedUpload and attach files.
- IncludedStock screenerBeta
- IncludedPortfolio chat in Claude
- Included12 research credits / month
Founder
Limited offer: 91/100 spots available.Lifetime access to every Pro feature. Support this project in its early phases and be set forever!
Research credits bought separately, whenever you need them.
$100once · excl. VAT
// INITIATE SESSION
START TRACKING YOUR
IBKR PORTFOLIO
Connect your Interactive Brokers account and get a clear, professional view of your investments — updated every trading day.
CONNECT IBKR NOWNO CREDIT CARD · FREE TO START · READ-ONLY ACCESS