All Your Investments
One Clear View
Track your stocks, ETFs, and crypto across all brokers in one simple, research-grade dashboard.
See Your Investments in Action
Research-grade analytics and risk insights built for serious investors
Lunofin Workspace📊 Portfolio AnalyticsTrack Every Position Across Your Portfolios
Inspect holdings with daily market data, clean charting, and calculated performance metrics. Make decisions backed by clear portfolio weights across all asset classes.
- ✓Daily market data from 70+ global exchanges
- ✓Advanced charting with technical indicators
- ✓Threshold price alerts and execution notifications
Inspect Risk Concentration & Holdings
Understand every position in your portfolio without cluttered UI elements. Evaluate risk concentration, sector weightings, and asset correlation across your accounts.
- ✓Concentration risk scores and portfolio variance
- ✓Sector breakdown and geographic asset weights
- ✓Clear cost basis and annualized dividend yield tracking
From Setup to Clarity in 2 Minutes
Reserve your account, input your holdings, and inspect your total portfolio allocation.
Sign Up
Create your workspace using a single email address.
Add Holdings
Input positions, import CSV files, or sync brokerage trades.
Inspect Analytics
Review net worth valuation, CAGR, Sharpe ratio, and sector exposure.
Built Because Spreadsheets Have Limits
Designed by investors who needed fast analytics without spreadsheet maintenance.
Spreadsheets Break
Manual formulas, broken price queries, and hours wasted fixing VLOOKUP errors.
- 200,000+ instruments covered
- Always current prices
Legacy Trackers Are Cluttered
Ad-heavy mobile apps that prioritize user engagement over portfolio risk control.
- Clean financial UX
- Sub-100ms load times
Focused on Portfolio Math
Calculated CAGR, Sharpe ratios, cost-basis accounting, and instant allocation weights.
- Automated metrics
- Export data anytime
Bank-Grade Privacy
Your financial data is encrypted. We never sell user data or share portfolio history.
- 256-bit SSL encryption
- Private by default
Complete Portfolio Intelligence
Core analytics built to answer the questions serious investors ask.
Consolidate All Holdings
Review equities, ETFs, crypto, and cash in one unified dashboard across all accounts.
Evaluate Instrument Risk
Inspect price trends, valuation metrics, and sector concentration without UI clutter.
Track True Performance
Review total returns, annualized CAGR, and dividend yields in one simple view.
Loading Global Coverage Map...
Your Data Stays Private
Financial information demands institutional protection. We enforce strict privacy controls.
256-bit SSL Encryption
Session data encrypted in transit and at rest
Two-Factor Authentication
Account protection with multi-factor verification
No Credential Storage
Brokerage credentials and API keys are never stored
Privacy by Design
Zero data selling or third-party tracking
Built to Security Standards
Architected with institutional security and privacy practices
AES-256 Encryption
Vault protected
GDPR Compliant
EU data privacy compliance
Stripe Billing
Encrypted payments
Spreadsheets vs. Lunofin
Stop fixing manual formulas. Start inspecting clear analytics.
📊 Manual Spreadsheets
- ✕Manual trade entry and formula maintenance
- ✕Broken price queries and VLOOKUP errors
- ✕Unclear risk exposure and concentration
- ✕Time-consuming monthly updates
- ✕No automated price updates
⚡ Lunofin Workspace
- ✓CSV import & manual trade entry
- ✓Accurate metrics updated daily at market close
- ✓Calculated CAGR, Sharpe, and risk weights
- ✓Zero formula maintenance required
- ✓Daily portfolio valuations and price alerts
Frequently Asked Questions
Direct answers to common questions about Lunofin.
Know Your Portfolio. Own Your Decisions.
Start with our permanent free tier. Reserve your early access spot today.