Finisdom has a few workspaces. You don’t need them all on day one — here’s the map so you know where to look.
- Clients — the people (or just you) whose money you’re planning. Build and watch their portfolios here.
- Portfolio Lab — a “what if” sandbox. Try a mix and see how it would have done in the past.
- Allocation Explorer — finds balanced mixes and draws the trade-off between risk and reward.
- Opportunity Board & Master Signal — the app’s read on different markets. A starting point for ideas, never a command.
- Charts — interactive price charts to explore any market.
- Screener & Pattern Lab — search tools to find and study investments.
- Alerts & Journal — get notified when something happens, and keep notes on your decisions.
Like a kitchen: you have a stove, a fridge, and a blender. You won’t use every tool for every meal — you grab the one that fits the job.
Where these numbers come from
Everything across these tools is built from the same real market data, so the numbers line up wherever you look.
Peek at the Portfolio LabPart of the Finisdom app — sign in to open it.