Research-Grade Portfolio Analytics
Built for retail and individual investors who demand professional-grade portfolio metrics without complex spreadsheets.
Consolidate All Portfolios Into One View
The Challenge
Holding assets across multiple brokers and asset classes creates fragmented visibility. Without a unified dashboard, evaluating true net worth and asset allocation requires constant manual work.
The Lunofin Solution
Lunofin consolidates your equities, ETFs, crypto, and cash into a single workspace. Inspect total portfolio value, allocation weights, and performance in one place.
Multi-Portfolio Workspaces
Track independent portfolios under one account
Multi-Asset Coverage
Consolidate equities, ETFs, crypto, and cash positions
Daily Market Valuations
Prices and portfolio values update daily at market close
Eliminate Manual Spreadsheet Maintenance
The Challenge
Spreadsheets are prone to broken VLOOKUP queries and formula errors. Manual price updates consume hours and introduce compounding math mistakes.
The Lunofin Solution
Lunofin automates performance math. Cost basis, returns, and valuation metrics update automatically. Import holdings once and eliminate manual maintenance.
Automated Performance Math
CAGR and return metrics calculated automatically
Flexible Import
Add positions manually or upload CSV transaction files
Transaction History
Track buys, sells, and portfolio adjustments over time
Analyze Risk Exposure & Concentration
The Challenge
Most investors know what they own but struggle to evaluate risk: Am I over-allocated to tech? What is my Beta exposure? Is my portfolio diversified?
The Lunofin Solution
Lunofin evaluates sector concentration, Sharpe ratios, and asset correlation. Make informed rebalancing decisions backed by clear portfolio math.
Allocation Breakdown
Review portfolio distribution across sectors, regions, and assets
Risk Analytics
Analyze Beta volatility, concentration risk, and Sharpe ratios
Contribution Tracking
Understand how each position contributes to total return
High Tech Concentration
Your holdings in Apple and Microsoft make up 45% of total portfolio weights. Consider rebalancing.
Research Instruments & Market Fundamentals Faster
The Challenge
Researching investments requires toggling between multiple charting apps and market data providers. Connecting research to your portfolio is fragmented.
The Lunofin Solution
Lunofin unifies research and portfolio analysis. Search instruments, inspect fundamental metrics, review charts, and evaluate portfolio impact instantly.
Instrument Research
Inspect profiles, ratios, and fundamentals for global assets
Interactive Charting
Sub-second charts with technical indicators and price history
Global Exchange Coverage
Access data from 70+ global exchanges
Institutional Analytics for Retail Investors
The Challenge
Institutional investors leverage portfolio risk models. Retail investors typically lack access to these analytical capabilities.
The Lunofin Solution
Lunofin brings institutional-grade analytics to retail portfolios. Compare returns against benchmarks, set threshold alerts, and track risk metrics.
Benchmark Comparison
Compare performance against S&P 500 and market indices
Smart Threshold Alerts
Get notified of target price crossovers and allocation shifts
Watchlist Intelligence
Monitor potential instruments before adding them to portfolios
Built for Speed & Privacy
Lunofin is engineered with 256-bit SSL encryption, zero data selling, and sub-100ms response times.
Bank-Grade Encryption
Encrypted session data stored securely
Private by Default
Your portfolio data is never sold or shared
Sub-Second Search
Instantly search 200,000+ global instruments
Dark Mode Ergonomics
High contrast UI built for visual clarity
Know Your Portfolio. Own Your Decisions.
Start with our permanent free tier. Reserve your early access spot today.