Join the investors who chose us:
Finvesti is a portfolio management application designed for investors who want full control over their capital — without spreadsheets, manual calculations or scattered data across multiple accounts. It's an intuitive, powerful investment app that helps you track, analyze, and improve your long-term results.
Whether you invest through brokerage accounts, IKE/IKZE, ETFs, bonds, foreign markets, or manage investments together with your spouse — Finvesti brings everything into one clean dashboard.
Because most individual investors face the same problem:
• Investments are scattered across multiple platforms,
• it's difficult to stick to a portfolio strategy,
• rebalancing requires calculating, comparing, and maintaining proportions,
• manual spreadsheets quickly become outdated,
• monitoring investment performance across multiple accounts is tedious.
Finvesti solves this problem with a single tool.
Join testersThe app automatically counts and converts all your investments – no matter where you keep them. We provide:
• total portfolio value,
• division into asset classes (ETFs, stocks, bonds, gold, etc.),
• currency exposure,
• results and deviations from the strategy
Add transactions manually or upload broker statements (CSV). The app intelligently assigns tickers, exchanges and instrument categories — so your investment tracking becomes effortless.
Create your own allocation model, for example:
• 55% government bonds
• 30% stocks
• 15% gold
Or use ready-made models based on known investment strategies.
Control your results and stick to your rules.
Finvesti includes a dedicated tool for rebalancing your portfolio — automatically suggesting how to adjust your positions. Also points:
• How to allocate a new deposit to return to the strategy,
• What and how much to buy/sell to achieve the right proportions,
• Which assets are 'overheated',
• Which assets are 'undervalued'
This way you don't have to count anything yourself.
For anyone who wants to control their money and enjoys numbers, analysis, and tools. Perfect for:
Own IKE, IKZE, brokerage accounts, invest in ETFs,
Value the F.I.R.E. approach
(financial independence and early retirement)
How Finvesti helps:
✓ Data consolidation, portfolio analysis, rebalancing
Have 2× IKE/IKZE, planning retirement together
Together they manage the financial safety cushion and other portfolios related to family's needs
How Finvesti helps:
✓ "Family portfolio" view, joint contribution planning
✓ Full control over investments
Systematically contribute to IKE/IKZE but lack tracking tools
How Finvesti helps:
✓ Track strategy execution, allocation and results
Have accounts with foreign brokers (e.g., IBKR, Degiro)
How Finvesti helps:
✓ Automatic currency conversion, integration, unified portfolio view
Because we know real investing happens outside spreadsheets. Finvesti helps you: .
It's a simple, intuitive and powerful tool for everyone who wants to manage investments consciously and confidently.
„W końcu aplikacja, która agreguje wszystkie moje konta inwestycyjne w jednym miejscu. Finvesti to przejrzysty tracker portfela z funkcjami, których zawsze brakowało w innych aplikacjach. Sprawny helpdesk”
Ania, na giełdzie od 2019
„Mam kilka kont inwestycyjnych:
- IKE, IKZE swoje i żony,
- Obligacje skarbowe
Logowanie się na 3-4 różne konta jest zawsze bardzo irytujące.
Wreszcie mam prosty w użyciu portfel inwestycyjny, który pokazuje je wszystkie naraz”
Adam, pasywny inwestor
„Ta aplikacja to złoto! Zaimportowałam historię z ike i ikze, wszystkie ceny są na bieżąco. Widzę całość swoich inwestycji.”
Karolina, początkująca inwestorka
„Kontakt z autorami aplikacji jest błyskawiczny — zgłosiłem brak tickera i został dodany tego samego dnia.
Czuć, że Finvesti tworzą inwestorzy, a nie instytucja bankowa.
Czekam na apke na telefon”
Marcin, krypto trader
„Z rebalancingiem zawsze walczyłem sam — liczenie w Excelu było męczarnią. Finvesti robi to za mnie w sekundę i pokazuje dokładnie, co kupić i sprzedać. Polecam!”
Krzysztof, inwestuje pasywnie
Start out small and upgrade as you grow. No surprises, no hassle.
Save up to 18% with yearly plan
Free for ever
Get to know Finvesti on your own terms
Benefits included:
12.3PLN per month
Save 16% with yearly plan
Benefits included:
25.0PLN per month
Save 18% with yearly plan
Benefits included:
Free for ever
Get to know Finvesti on your own terms
Benefits included:
10.3PLN
billed yearly 123.0 PLN
per month
View monthly billing
Benefits included:
20.5PLN
billed yearly 246.0 PLN
per month
View monthly billing
Benefits included:
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Please read these privacy policy carefully before using Our Service.
The administrator of the finvesti.pl website and your personal data is Dzimac Radosław Jeruzal, Pawłowska 31 Str. 41711 Ruda Śląska, Poland NIP: 6412399173.
In matters related to personal data protection and privacy policy, you can contact us at: privacy@finvesti.pl.
We collect several types of information for various purposes to provide and improve Finvesti to you. The types of data we collect are listed below.
Access to finvesti.pl granted after registering an account, for that purpose You provide Us email address and name of account. Once you register and sign in to finvesti.pl, you are not longer anonymous to us. If you want to buy a subscription, we need your first name, last name and address. To provide You analytics and other information about your investing results You provide Us your Portfolio Data (can include transactions). We may use your Personal Data to contact you with newsletters, marketing or promotional materials, notifications of your choose. You can resign of receiving any, or all, of these communications from us by your personal profile page. We use encryption technology in order to protect information that you submit to us. This technology protects you from having your information intercepted by anyone while it is being transmitted to finvesti.pl or payment processor.
Personal Data includes the following:
• First name and last name
• Email adress
• Address
• Phone number
• Details of orders placed
• Appearance or avatar
• Content of comments added on the website
We are implementing modifications that allow for an increase in end customer satisfaction and an improvement of our services. To achieve this, we use tools that gather a variety of information about you related to your use of our website, such as:
• Information about your device, operating system and web browser
• IP address
• Date of website visit
• Viewed subpages
• Time spent on the website
• Transitions between individual subpages
• Clicking the mouse or touching the screen
• Clicks on individual links
• Source from which you came to the page
• The age range you are in
• Your approximate location limited to town
• Your interests determined by your online activity
We may utilize your Personal Data for the following purposes:
• To Provide and Maintain Our Service: Ensuring the functionality and availability of our services.
• To Manage Your Account: Handling your registration as a user and granting access to various features available to registered users.
• For Contractual Obligations: Managing and fulfilling contracts related to product purchases or any other services obtained through our platform.
• To Contact You: Reaching out through email or electronic communication, including mobile application push notifications, for updates, informative communications, and security notifications when necessary.
• To Provide Information: Offering news, special offers, and general information about our services unless you choose not to receive such updates.
• Testimonials and Feedback: If you share your experience using our service through a testimonial or review, it may be featured on our website.
We may share your personal information in the following scenarios:
• With Service Providers: Sharing your personal information with service providers for various purposes, including managing financial accounts, processing payments, monitoring usage, reporting issues, providing customer support, and conducting email marketing and promotional campaigns.
• For Business Transfers: Sharing or transferring your personal information during merger discussions, asset sales, financing activities, or acquisitions involving our company.
• With Affiliates: Sharing information with our affiliates, subject to them adhering to this Privacy Policy. Affiliates encompass our parent company, joint venture partners, or companies under our common control.
Your personal data is stored within the European Union, either in our databases or those of our service providers.
The security of Your Personal Data is important to Us, but remember that no method of transmission over the Internet, or method of electronic storage is 100% secure. While We strive to use commercially acceptable means to protect Your Personal Data, We cannot guarantee its absolute security.
We use Cookies and similar tracking technologies to track the activity on Our Service and store certain information.
Until the expiration of the statute of limitations for claims related to the contract formed upon the registration of a user account or the purchase of a subscription service.
You have the following rights in relation to your personal data under the GDPR:
• To request information about how we manage your personal data, access it, and receive a copy of it (by your personal profile page).
• To correct or update your personal data if it is inaccurate or out of date.
• To have your data deleted (if you believe there are no valid grounds for us to process your data, you can request its deletion).
• To object to the processing of your personal data for the purposes of our legitimate interests.
• To lodge a complaint with the supervisory authority.
If you choose to exercise any of these rights, please contact us via privacy@finvesti.pl
The rules related to the implementation of the above-mentioned rights are described in detail in GDPR. We encourage you to familiarize yourself with these regulations.
When user access the service, consents to the processing of personal data and agrees to abide by the terms and conditions outlined in this policy, which apply to each session and from any device.
The content of the privacy policy may be subject to modifications, especially due to technological changes on our website and changes in legal regulations. If you are a registered user of the service, you will receive a notification of any changes to the privacy policy.
This content of the Privacy Policy is valid from October 6, 2023.
Please read these terms and conditions carefully before using Our Service.
These Terms of Service ("Agreement") govern the relationship between you and Dzimac Radosław Jeruzal, NIP: 6412399173, a company with its registered office at Pawłowska 31 Str. 41711 Ruda Śląska, Poland, referred to as the "Company," "We," or "Us," in relation to your use of the Company’s websites, newsletters, products, and services (collectively, the "Services"). By accessing, viewing, using, or registering for any part of the Services, you agree to be bound by this Agreement. If you do not agree to the terms in full and without modification, you are not permitted to access, view, use, or register for any portion of the Services.
The Company reserves the right to modify these Terms of Service at any time. Your continued use of the Services after any changes are posted signifies your acceptance of the updated terms. The current version of the Terms of Service will always be accessible for review.
Dzimac Company is the owner and creator of the www.finvesti.pl website (referred to hereafter as the "Website"). Dzimac Company holds the intellectual property rights to the Website and all content available on it. Subject to the license detailed below, these intellectual property rights are fully reserved. We grant you a limited, non-exclusive, non-sublicensable, revocable, and non-transferable license to access and use the Services on your devices and to access or use any content available through our Services. You may view, download (for caching purposes only), and print pages or other content from the Website for your personal use, subject to the restrictions outlined below and elsewhere in these terms and conditions.
It's forbidden to:
• Sell, rent, or sublicense any material from the Website.
• Reproduce, duplicate, copy, or otherwise exploit material from the Website for commercial purposes.
• Edit or modify any material on the Website
• Republishing material (including republishing on another website) or redistributing material from the Website, except for content specifically and expressly designated for redistribution.
You are permitted to display any material from the Service publicly and free of charge as part of your investment results on social media, personal blogs, YouTube videos, etc.
• Damage to the Website You must not use the Service in any way that causes, or may cause, damage to the Website or impairment of its availability or accessibility.
• Illegal Activities You must not use the Website in any unlawful, illegal, fraudulent, or harmful manner, or in connection with any unlawful, illegal, fraudulent, or harmful purpose or activity.
• Malicious Software You must not use the Website to copy, store, host, transmit, send, use, publish, or distribute any material that consists of or is linked to spyware, computer viruses, trojans, worms, keystroke loggers, or other malicious software.
• Data Collection You must not conduct any systematic or automated data collection activities (including, without limitation, scraping, data mining, data extraction and data harvesting) on or in relation to the Site without express written consent Dzimac Company
• Commercial Communication You may not use the Site to transmit or send unsolicited commercial communications.
• Marketing You may not use the Site for marketing purposes without express written consent Dzimac Company.
Dzimac Company is not a registered investment advisor or broker/dealer. All information provided on the Website or through the Service is intended for informational purposes only. Any opinions, chats, messages, news, research, analyses, prices, or other content on this Website are provided as general market information for educational and entertainment purposes and do not constitute investment advice.
While all opinions on this Website are based on sources believed to be accurate and are presented in good faith, no warranty, representation, or guarantee, whether expressed or implied, is made regarding the accuracy of the information provided. The Website should not be used as a substitute for comprehensive independent market research before making any trading decisions. Past performance is not indicative of future results.
Access to our Service is available through a paid subscription. By subscribing, you agree to the applicable fees. These may include both one-time and recurring charges. For recurring payments, you will be billed automatically at the chosen interval (e.g., monthly or annually) on a prepayment basis, until you decide to cancel. You can cancel at any time via your account settings or by reaching out to the support team.
• Payments If your payment fails, is not made, or is delayed (for example, if you request your bank or credit card company to decline or reverse the charges for the Paid subscription), or if we suspect fraudulent activity, we may cancel or revoke your access to the Paid subscription immediately, without prior notice.
• Taxes We are obligated to collect Taxes relating to your use of our Service, your payments, or your purchases.
• Automatic Renewal To prevent any interruption in service, recurring paid subscriptions are set to renew automatically. This means that unless you cancel your subscription before the current subscription period ends, it will renew automatically, and you authorize us to use the payment method provided through Stripe to collect the applicable subscription fee and any taxes. By default, your subscription will renew for the same duration as your original subscription—so if you purchased a one-year subscription, you will be charged annually for continued access. We may charge your account up to one month before the end of the subscription period to avoid any billing issues that might disrupt your access to our service. The renewal date is based on your original purchase date and cannot be altered. You can view your renewal dates and manage your paid subscription by visiting the Subscription settings in your user profile.
• Canceling Renewal To cancel your subscription, visit the Subscription settings page in your user profile, select the plan you wish to cancel, and follow the instructions to either cancel the subscription or disable auto-renewal. If auto-renewal is successfully turned off, you will be shown the expiration date of your current subscription.
• Changes in fees We reserve the right to modify our fees at any time, in accordance with these Terms and applicable laws. This may include adjusting fees in the future, introducing charges for services that were previously free, or altering or removing features that were once part of the subscription. If you do not agree with these changes, you will need to cancel your paid subscription.
This website is provided "as is" without any express or implied representations or warranties. Dzimac Company makes no representations or warranties regarding this website or the information and materials it contains. Dzimac Company will make commercially reasonable efforts to keep the Service available at all times and to restore the Service as quickly as possible in the event of any interruption. However, without limiting the generality of the above, Dzimac Company does not guarantee that: this website will always be available, the information on this website is complete, accurate, or not misleading. Nothing on this website is intended to provide advice of any kind. For legal or financial advice, please consult a qualified professional.
Dzimac Company will not be liable to you for any issues related to the contents of, or use of, this website, or in connection with it, including:
• Any direct loss, to the extent the website is provided free of charge
• Any indirect, special, or consequential loss
• Any business-related losses, such as loss of revenue, income, profits, anticipated savings, contracts, business relationships, reputation, goodwill, or data
These limitations on liability apply even if Dzimac Company has been specifically notified of the potential for such losses. Any claim against Dzimac Company must be made within one year from the date the cause of action arose.
Without affecting any other rights of Dzimac Company under these terms and conditions, if you breach these terms in any way, Dzimac Company may take appropriate actions to address the breach. This may include suspending or prohibiting your access to the website, blocking access from computers using your IP address, contacting your internet service provider to request a block on your access, and/or initiating legal proceedings against you.
This Agreement, including any disputes or claims arising from or related to it, its subject matter, or its formation, shall be governed by and interpreted in accordance with the laws of Poland. The parties irrevocably agree that the courts in Ruda Śląska, Poland, will have exclusive jurisdiction to resolve any disputes or claims related to the Agreement, including its interpretation, validity, enforcement, or formation.
The content of Terms & Conditions may be subject to modifications, especially due to technological changes on our website and changes in legal regulations. If you are a registered user of the service, you will receive a notification of any changes to the terms & conditions.
This content of the Terms & Conditions is valid from September 9, 2024.
We take privacy seriously — Finvesti never asks for your brokerage or banking passwords, and we never store any login credentials.
All information in Finvesti is encrypted in transit (HTTPS) and additionally depersonalized, so it cannot be linked back to you as an individual. We do not use full end-to-end encryption, as it would prevent key features from functioning — but your data remains encrypted and safely separated from your identity.
Even in that unlikely scenario:
• we do not store any login credentials,
• all data is anonymized and encrypted, making it effectively useless without an identifier.
Absolutely not.
We never sell, share, or pass your data to third parties. Finvesti is funded solely through subscriptions — nothing else.
When you delete your account, all your data is immediately removed from our database. We also notify our integration partners to disconnect your accounts and delete all associated information on their side. Backups are rotated — your deleted data disappears fully during the next purge cycle (up to 30 days).
