Frequently Asked Questions 

Finance Bay lets you add assets from different brokerage accounts into customizable accounts and groups. You can view historical price charts, dividend histories, asset allocation insights, related news, and upcoming events. With features like custom transaction categories and real-time iCloud synchronization, managing and analyzing your investments has never been easier.

Yes, Finance Bay offers a free plan that lets you track one account and maintain one watchlist. This basic option is perfect for getting started and experiencing the core features of the app. If you need to monitor multiple accounts or watchlists, consider upgrading to our premium plan for expanded capabilities.

Just download the app and you're ready to go! Start for FREE 

Your privacy is our top priority. Finance Bay uses secure iCloud synchronization to ensure that your data remains private and up-to-date across all your Apple devices. We never share or sell your information, so you can use the app with complete peace of mind.

Finance Bay supports tracking of over 70,000 stocks across multiple exchanges—including the U.S. market, XETRA, EURONEX, TSX, SEDAR, SEHK, and more. In addition to stocks, you can manage other types of investments, making it a versatile tool for comprehensive portfolio tracking.

Absolutely! You can import your existing investment data via CSV files, making it easy to transition from spreadsheets or other tracking tools. Here's how: CSV Import. 

Finance Bay automatically refreshes the data for the portfolio you’re viewing every minute, ensuring you always have the latest information.

Finance Bay is designed to support all currencies worldwide, so you can track your investments accurately no matter where you are.

Adding and managing transactions is straightforward. You can create new transactions directly from various views within the app, attach personal notes, and record cash transfers, deposits, or withdrawals. Customizable transaction categories let you tailor the tracking process to your specific investment strategy.

Yes! Finance Bay offers native applications for all Apple devices, ensuring a seamless experience across your iPhone, Mac, and more.

If you encounter any issues or have questions, please reach out to us via email at support@financebay.co or use the Contact Form. We're here to help and always welcome your feedback.

All customization options can be found in the app’s Settings tab.

In the app’s Settings section, you'll find a feature request area where you can share your ideas and vote on suggestions from other users. Alternatively, feel free to email us at support@financebay.co or use our Contact Form.

Finance Bay is fully compatible with all Apple devices! Here are the minimum system requirements:

• iPhone: iOS 17.6 or later

• iPad: iPadOS 17.6 or later

• Mac: macOS 14.6 or later

• Apple TV: tvOS 17.0 or later

• Apple Watch: watchOS 10.6 or later

• Apple Vision: visionOS 1.0 or later

For any extra support, contact us via email at support@financebay.co or through our Contact Form.

Have you read our entire FAQ page? Use code IREADTHEFAQ to enjoy the first month for free! Redeem Link.