Finch is the portfolio tracker built for Swiss investors. Manually add your Swissquote shares, Saxo ETFs, Interactive Brokers options and crypto with live tickers, alongside your connected bank accounts — direct brokerage and crypto sync is in development.
Swissquote, Saxo, PostFinance Trading, Cornèr — tracked manually with live tickers.
Interactive Brokers, eToro and more — tracked manually with live tickers.
Coinbase, Binance, Kraken, Bitpanda — tracked manually with live prices alongside your fiat.
Brokerage + crypto + bank balances rolled up in CHF (or your currency).
Track upcoming dividends and how they affect monthly cash.
Get plain-language insights when fees, allocation or risk drift.
Most portfolio trackers ignore cash. Most banking apps ignore investments. The result: you never see your real wealth in one place. Finch unifies both. Brokerage holdings, crypto wallets and bank balances roll up into a single net worth figure, updated continuously, in your preferred currency.
You can manually add positions from Swissquote, Saxo Bank, Interactive Brokers, PostFinance Trading, Cornèr Bank, and crypto venues like Coinbase, Binance, Kraken, Bitpanda and eToro, with live pricing. Direct brokerage and crypto account sync is in development.
Finch handles the realities of investing from Switzerland: multi-currency cost basis, CHF reporting, dividends in EUR or USD, and the tax-statement view. Manual tracking works today; direct sync for pillar 3a investing accounts (VIAC, Frankly, finpension) is on the roadmap.
Finch's AI finance coach watches your portfolio and your spending together. It can flag when fees on a fund are eating your returns, when your allocation has drifted, when crypto exposure has grown faster than your cash buffer, or when an upcoming dividend changes your monthly cashflow.
Finch is built specifically for Swiss investors — manually track Swissquote, Saxo, Interactive Brokers and crypto holdings with live tickers alongside your connected Swiss bank accounts in one CHF-denominated view.
Yes. Finch unifies traditional brokerage holdings (stocks, ETFs, bonds) and crypto from major exchanges in a single net-worth view.
You can track Swissquote and Saxo Bank holdings manually today, with multi-currency support and live FX conversion to CHF. Direct account sync is in development.
Yes. Finch uses read-only connections, bank-grade encryption, and never stores your login credentials. Connections can be revoked at any time.
Download Finch Agent from the App Store or Google Play today.