Features
Effortless Integration
FinGather supports seamless integration with many broker, crypto and investment platforms, ensuring you have real-time data at your fingertips. Upload your assets with ease via CSV or Excel, or connect directly to your trading platforms through supported APIs.
See list of all supported integrations
AI-Powered Portfolio Insights
Connect FinGather to AI assistants like Claude or ChatGPT through the built-in MCP server. Ask about your portfolio in plain language — get performance summaries, rebalancing suggestions, dividend forecasts, and tax reports in seconds. Your data stays on your instance, accessed only through a secure API key you control.
Advanced Analytics for Smarter Decisions
Track your performance with in-depth insights into profits, dividend income, fees, and taxes. FinGather offers powerful analytics to assess currency risk and provides detailed reports, tables, and visualizations of assets from over 80 global exchanges.
Benchmark Comparisons
Compare your portfolio's performance against any benchmark that matters to you. Whether it's the S&P 500, Bitcoin, or any other asset, FinGather provides the flexibility to tailor your performance analysis to your investment goals.
Customizable Asset Grouping
Categorize your investments the way you want – create custom groups or use pre-set categories based on countries, asset types, or industry sectors. You're in full control of how you view and organize your portfolio.