Finbooks

The Finbooks dashboard

Why does the total purchase price not match what I invested?

Discover all the features of the portfolio tracker and how to use them

Portfolio Tracker and Fiscal Strategy

Portfolio - Overview

Crypto Portfolio - Analysis

How to use the Rideterminazione feature 2025

Crypto Strategies - Zero Tax Strategy

Crypto Stategies - Maximise your losses

Crypto Strategies - Maximise your profits

Crypto Strategies - Asset sales simulator

Crypto Strategies - Fiscal relevance check

Monitor all your Crypto and reduce your tax burden

Crypto Portfolio and Fiscal Strategies

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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