Finanzfluss Copilot

The Finanzfluss Copilot gives you a complete overview of your finances. Connect all your accounts and portfolios for free in just a few minutes. Analyze your investments and keep track of your assets and expenses at all times. We use feedback from our community to continuously improve the app and regularly add new, practical features. The app offers the following functionalities: KEEPING AN EYE ON YOUR WEALTH Your total wealth is the most important financial metric. Import all your assets in just a few steps. Discover how wealthy you are and where you stand financially. Monitor your long-term wealth development via the app. ACCOUNT & PORTFOLIO OVERVIEW Link your portfolios, accounts, cryptocurrency exchanges, and credit cards thanks to our automated connections for over 350 banks and financial providers. Update your account balances with just a few taps. Keep track of where and how much money is currently held – no matter where you are. PORTFOLIO TRACKER Import an unlimited number of portfolios. Track the performance of your stocks, ETFs, funds, cryptocurrencies, currencies, real estate, or commodities. Exotic assets such as luxury watches or collectibles can be entered manually. Compare your portfolios with each other or with indices and find out if your investments are outperforming the market. INVESTMENT ANALYSIS In the analysis section, you'll gain important insights into your investments in the form of key figures and helpful visualizations. Get a breakdown of your investments by asset class, position, region/country, sector, or currency. Find out if individual aspects of your portfolio are over- or underweight. DIGITAL BUDGET Keep track of all your current expenses. With the budget function, you understand where and how much money you're spending and can identify potential savings. Find out how much money you can spend until your next paycheck. Create personal budgets, set financial goals, and track them. DIVIDEND CALENDAR AND TRACKER Keep track of your dividends: Calculate your passive income, your personal dividend yield, and your dividend growth. Get forecasts of future payouts in your dividend calendar. DESKOP APP Copilot is also available as a web app for desktop computers. You can access your account from anywhere, whether you're on the go with your smartphone or at home on your laptop. SECURITY & DATA PROTECTION To offer you the app, only the most essential data is collected. It is hosted on German servers that are monitored around the clock and can be deleted at any time. No one but you has access to your accounts; the app has read-only access. For bank interfaces, we work with a BaFin-regulated account information service provider. You can find more information about our data protection and security measures here: https://www.finanzfluss.de/copilot/sicherheit/