Portfolio Command
Live NAV, cash, realized/unrealized views, and a time-series performance curve in a single glance.
Finlio TradeOS
Smart portfolios. Sharper moves.
Build, monitor, and optimize institutional-grade portfolios with precision trading tools, cashflow automation, and insight-first analytics—delivered in one sleek workspace.
Active portfolio
Cross-Market Alpha
Current equity
₨ 12.4M
Today's P/L
+₨ 368k
Allocations
Equity · Income · Alt
Multi-venue execution
PSX, ETFs, international markets in one ticket.
Advanced analytics
Rolling performance, allocations, and P/L diagnostics.
Cashflow intelligence
Deposits, withdrawals, payouts, and fees reconciled.
Product tour
See the cockpit
Screenshots straight from the Finlio dashboard to highlight our most-loved workflows.
Holdings Matrix
Sortable grid with avg buy, live price, and intraday P/L to quickly rebalance across sleeves.
Analytics Suite
Movers, winners vs losers, fee distribution, dividend yield timelines—ready for export.
Holding Detail
Drill into any instrument, trigger trades, dividends, or splits without leaving context.
Portfolio OS
Unified oversight
Finlio brings every portfolio, cash account, and holding into a single real-time control panel.
- ✓Institution-grade security
- ✓Instant holding drilldowns
- ✓Split & dividend workflows
Markets
Signal-ready data
Live quotes, curated movers, and bespoke watchlists keep you ahead of liquidity shifts.
- ✓Smart alerts
- ✓Sentiment overlays
- ✓PSX depth & ETFs
Reporting
Storytelling charts
Performance narratives, tax-ready exports, and allocation history engineered for teams.
- ✓Rolling P/L timelines
- ✓Realized vs unrealized insights
- ✓Capital gains + zakat logs
Why builders choose Finlio
A launchpad for modern trading teams
Bring your stack, plug in broker feeds, and go live with a desk-grade dashboard in days instead of quarters. Finlio handles identity, role-based access, auditing, and data modeling so you stay focused on edge.
5+
Tracked Strategies
Run focused sleeves per market.
12
Automation recipes
Cash sweeps, rebalancers, alerts.
Founder beta
Pricing
Private access for early teams.
Snapshot
- Live holdings18
- Cash ready₨ 1.2M
- Risk budget65% deployed
- Alerts armed14
“Finlio replaced three internal dashboards and finally made PSX liquidity portable.”
— Desk Lead, Frontier Capital
Ready to execute
Activate your trading cockpit
Move from pitch decks to live dashboards. Onboard portfolios, invite teammates, and start logging insight grade trades in minutes.