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Watchlist

Asset and market indices watchlist separate from your portfolio.

Asset sorting

Asset list sorting options: by name, by profit, by value, etc.

iOS Widget

TotFin widget that shows portfolio summary on Apple iPhone/iPad.

NFT support

Add TotFin segment for blockchain NFT with auto-valuations.

Price notifications

Push notifications to your mobile device when any of your investments reach pre-defined price threshold.

Personalisation

User interface theme selection, user language selection (you can request your language below).

CSV imports

Bulk transaction imports with .CSV, Excel or or Google Sheets.

Apple Watch​

Portfolio summary and changes on Apple Watch.

Estimations

Future estimation view of your total assets based on historic performance and rate of asset acquisitions.

Benchmark comparison

Portfolio performance comparison with benchmarks (i.e., S&P, FTSE).

Dividends tracking

Upcoming dividend payouts shown on dividend calendar.