TotFin 3.0.8

Global Tracking

The platform offers comprehensive pricing updates for over 200,000 tracked investments worldwide, encompassing stocks, ETFs, cryptocurrencies, mutual funds, commodities, and forex. This extensive coverage ensures that users remain informed about market changes.

Portfolio Summary, Breakdown & Drill-Downs

A clear and concise overview of owned assets is provided, highlighting value fluctuations across the entire portfolio or selected segments. Users can explore specific asset performance and details through a user-friendly drill-down feature.

Profit/Loss Analysis

Multiple options are available to assess profit and loss for active, closed, or all positions within the portfolio. Performance metrics can be filtered by segment, timeframe, and asset type for a nuanced evaluation.

Fundamentals

The platform supplies essential fundamental metrics for assets, including market capitalization, the number of issued shares, price-earnings ratios, return on equity, earnings per share (EPS), and EBITDA.

News

Stay updated with the latest news relevant to the assets within your portfolio, ensuring informed investment decisions.

Multi-Currency Support

TotFin boasts strong currency support, allowing users to select any currency for transactions involving assets with various native currencies. All valuations for the portfolio, segments, and assets are converted into the chosen portfolio currency using the latest exchange rates.

Day Gainers/Losses

The platform highlights today’s top-performing assets within your portfolio along with their respective value changes.

Net Worth & Reviews

TotFin provides an overview of overall wealth and growth trends that can be filtered by investment types or specific timeframes. Users can also access detailed summaries for individual investments.

Demo Account

A fully functional demo account is readily accessible for users to explore the platform's features. Upon satisfaction with the product, signing up is straightforward and requires only a one-time password validation via SMS.

Onboarding & Account Recovery

User data access is secured through authentication checks. The platform employs a password-less approach where identity is confirmed via SMS passcode. This identity verification process ensures secure access to data in the event of changes to devices, phone numbers, or SIM cards. The provided phone number is used exclusively for identity verification purposes.

Biometric Authentication

The application enhances device security through passcode protection and face/touch ID features.

For more information on terms of use: Terms of Service.