Broker Connection
Connect your own broker account to view holdings, balances, and positions, and sync a live portfolio. The first version is planned to be read-only, with order placement later.
FinForge keeps improving. This page lists the features that are currently in the work or on the table for future releases. These are ideas and plans, not shipped features, so details can change as priorities are reviewed.
Connect your own broker account to view holdings, balances, and positions, and sync a live portfolio. The first version is planned to be read-only, with order placement later.
Modern portfolio theory analysis: expected return, volatility, correlation matrices, an efficient frontier, and optimal portfolio weights.
A browsable map of the full public stock universe, filterable by metric, sector, industry, market cap, and more.
One-page stock summaries you can fill with any parameters you choose, then print or export as PDF.
A browsable gallery for sharing presets and metrics with other users. Exporting and importing a preset file already works today.
Per-series styling, annotations, trendlines and drawing tools, and higher-resolution chart export.
Remember window size, split positions and tab order, set a default startup tab, and search the settings page with reset and export options.