FinPortfolio provides a suite of institution-quality portfolio management  tools to help the individual investor solve real-life problems, such as:

• Planning a portfolio for the future (retirement, college tuition, home ownership, etc.)  
  Bill and Pat have several major goals they need to plan for in the coming years: They want to retire comfortably in 20 years; They want to be able to put their daughter Sally through college 14 years from now; In 10 years, they want to buy a beach house to help them ease into retirement; and in 5 years they know they'll need a new car (Bill's always wanted a BMW 750!). How can FinPortfolio can help them to plan for and achieve all of these goals?
• Constructing a portfolio
  Sam has $50,000 to invest, and he wants to construct a portfolio that can beat the NASDAQ index over time. How can FinPortfolio help him?
• Optimizing a portfolio
  Lisa currently has a portfolio of 3 stocks and 3 mutual funds. She wants to know how FinPortfolio can help her to analyze the portfolio and achieve better performance.
• Expanding a portfolio
  John’s friend recommended two high-flying mutual funds to him, and after some research, he has decided to purchase both funds. Before John writes any checks, he wants to know how much of each fund he should purchase to effectively integrate them into his existing portfolio. 
  
  Check out the Investment Process and Planning Process behind these tools.

For Basic Service users:

• Premium Service Test Drive 
  Demonstrates Premium Service's extra features and power unavailable in Basic Service.
  (you may also login in as demo user with login  'premiumtd' and  password 'premiumtd')

For financial institutions: 

• Live Syndication Demo
  Demonstrates FinPortfolio's ability to seamlessly integrate with online financial service institutions.