Owen Burke

Fin-Advisor

A portfolio tracker for positions, transactions, performance (TWR/XIRR), benchmark comparison, and risk metrics.

App preview

Quick look before opening the full app.

Open app

If the preview is blocked by browser security settings, use the “Open app” button above.

Summary

Fin-Advisor helps you understand your portfolio beyond “up or down today.” Add positions and transactions, then view performance the right way with cash-flow-aware returns (TWR/XIRR), benchmark comparison, and risk metrics that explain the ride.

  • Positions + transaction tracking (buys, sells, deposits/withdrawals)
  • Cash-flow-aware returns (TWR and XIRR)
  • Benchmark comparison (S&P 500)
  • Risk metrics (volatility, beta, drawdown)

Data & Integrations

Fin-Advisor supports quick onboarding with CSV import for positions, so users can validate totals and analytics immediately. Portfolio metrics are computed directly from positions and cash flows, and benchmark data is used for performance context.

  • CSV import for positions (tickers, quantities, dates, cost basis)
  • Benchmark series for comparison (S&P 500)
  • Analytics computed from positions + transactions/cash flows

Example CSV

How to use it: copy the CSV, open Fin-Advisor, then paste/import it from the Positions screen.

ticker,name,assetClass,accountType,quantity,costBasisPerUnit,purchaseDate,currentPrice
MMKT-ROTH,Money Market,Money Market,Roth IRA,1,7000,2025-08-13,7100.57
MMKT-TAX,Money Market,Money Market,Taxable,1,7329,2025-08-13,7496.37
VOO,Vanguard 500 Index Fund,ETF,Taxable,8,588,2025-08-13,628.30
FXAIX,Fidelity 500 Index Fund,Mutual Fund,Taxable,3,219,2025-07-03,238.23
NVDA,NVIDIA Corp,Equity,Taxable,4,181,2025-08-13,188.45
AMZN,Amazon.com Inc,Equity,Taxable,3,224,2025-08-13,226.50
META,Meta Platforms Inc,Equity,Taxable,2,784,2025-08-13,650.41
BTC-USD,Bitcoin,Crypto,Taxable,0.01,119966,2025-08-14,91315
ETH-USD,Ethereum,Crypto,Taxable,0.09,4622,2025-08-14,3145

Tip: keep purchaseDate in YYYY-MM-DD format (as shown).

How it works

  1. Add positions manually or import via CSV
  2. Log buys/sells and deposits/withdrawals
  3. View performance (TWR/XIRR) and benchmark comparison
  4. Review risk metrics like volatility and drawdown

Tech stack

  • Next.js + React + TypeScript
  • Vercel for hosting
  • Local-first storage + CSV import