Portfolio intelligence
for serious investors
Institutional-grade portfolio analysis, risk modeling, and Investment Policy Statements. In minutes.
Total Value
$1,284,930
Asset Allocation
Volatility
9.2%
95% VaR
-4.1%
Sharpe
1.74
Max DD
-11.3%
Three tools.
One coherent system.
From tracking what you own to defending why you own it, Finki covers the full lifecycle of a disciplined portfolio.
Portfolio Tracking
Organize assets across public and private folders, with real gain/loss visibility at the holding, folder, and portfolio level.
- Nested public & private folders
- Live gain / loss at every level
Risk Analysis
Institutional tooling at your fingertips: Value-at-Risk, volatility targets, drawdown limits, and full correlation matrices.
- VaR & correlation matrices
- Volatility & drawdown limits
IPS Generation
Turn intent into a professional Investment Policy Statement. Define strategy, constraints, and rebalancing rules, then export.
- Strategy & rebalancing rules
- Export-ready documents
See the risk before the market shows it to you.
Finki runs the same quantitative checks an institutional desk would, so you understand concentration, tail risk, and how your holdings move together, all in one view.
Efficient Frontier
Maximum return for every level of risk
6+
Risk metrics out of the box
100%
Free, no credit card
<5 min
To your first IPS
∞
Folders & holdings tracked
From holdings to a policy, in three steps.
Add your holdings
Drop assets into public and private folders. Finki tracks cost basis, value, and gain/loss automatically.
Analyze the risk
Run VaR, volatility, drawdown, and correlation analysis to see exactly how your portfolio behaves under stress.
Generate your IPS
Codify your strategy, constraints, and rebalancing rules into a professional Investment Policy Statement, ready to export.
Questions, answered.
Yes. Finki is free to use with no credit card required. You get portfolio tracking, the full risk engine, and IPS generation out of the box.
Structure your investments with institutional-grade analysis.
Create your account and put institutional discipline behind every decision.
No credit card · Free forever · Built on Modern Portfolio Theory