Connect all your accounts – banks, depots, peer-to-peer, and crypto – for a comprehensive view.
From consolidating accounts to providing insightful guidance, Portfoldio is your trusted companion, steering you towards financial clarity and empowerment.
Connect all your accounts - banks, depots, peer-to-peer, and crypto - for a comprehensive view. Import your data easily via files or API keys for live updating.
Say goodbye to tedious data entry and hello to seamless integration with all your providers. Our platform supports a wide range of file formats and API connections, making it easy to get started and stay up-to-date.
Get a clear overview of all your accounts in one place. No more tedious logins or scattered data. Our platform provides a comprehensive view of your financial situation, making it easy to track your progress and make data-driven decisions.
Add providers and get aggregated KPIs and summaries. Our platform supports a wide range of providers, so you can easily add and manage all your accounts in one place. Get insights into your spending habits, income, and savings, and make more informed financial decisions.
Get valuable insights with our financial metrics and ratios, including net worth, ROI, expense ratio, and Sharpe ratio. Identify areas for improvement and optimize your financial performance by comparing your accounts and portfolio against benchmarks.
Take control of your financial data. Get weekly reports and insights into your portfolio, and easily export your data for further analysis. Stay on top of your financial situation with our automated aggregation and report features.
We take data protection very seriously. Portfoldio uses bank-level encryption, secure servers, and strict access controls to ensure that your data is protected.
We also have a team of dedicated security experts who continuously monitor and improve our security measures. This means that you can trust us to keep your data safe and secure. We will never sell or share your data with anyone, and we will always be transparent about how we handle your data.
We´re proud to have helped thousands of people to manage their portfolios and make more informed investment decisions. We´re committed to make it easy for everyone to manage their investments and make their money grow.
Experience the benefits of our flexible membership plans and enjoy exclusive features. Start with a risk-free 7-day trial to explore all we have to offer.
Dive into financial tracking with our Starter Plan, perfect for those beginning their journey to financial empowerment.
Take your financial game to the next level with our Enthusiast Plan, offering advanced features for a more comprehensive portfolio experience.
Unleash the full potential of your wealth strategy with our Investor Plan, designed for serious investors seeking in-depth analytics and exclusive tools.
Supercharge your finances! Download Portfoldio now and experience a seamless way to track, manage, and optimize your money game.
Portfoldio ensures your financial data is always up-to-date with daily automatic updates. Stay informed with the latest insights into your financial status, ensuring that you have real-time information at your fingertips to make informed decisions confidently.
Certainly! Portfoldio is designed to adapt to your lifestyle, offering versatility and accessibility across various devices. Seamlessly transition between your smartphone, tablet, and computer, ensuring that you have the flexibility to manage your portfolio whenever and wherever you need to.
If you encounter any issues or have questions, our dedicated support team is here to assist you. Reach out through the app, and we'll promptly address any queries or concerns you may have, ensuring a smooth and supportive experience with Portfoldio.
Transparency is a core principle at Portfoldio. Our pricing plans are clear and concise, and to ensure you experience the full potential of our platform, we offer a 7-day free trial. This allows you to explore our features risk-free, with no hidden fees, providing you with a transparent and comprehensive understanding of the value our platform delivers.
Absolutely! Portfoldio empowers you with flexibility in data entry. Whether you prefer the hands-on approach of manually inputting transactions or the efficiency of our convenient PDF import feature, you have the autonomy to tailor your financial data management according to your preferences.
Your data security is paramount to us. Portfoldio prioritizes the protection of your sensitive information by employing robust encryption measures. Our servers, strategically located in Germany, adhere to the stringent guidelines of the General Data Protection Regulation (GDPR). This ensures that your data is not only stored securely but also managed in compliance with the highest standards of privacy protection, giving you the confidence and peace of mind you deserve.
Portfoldio embraces financial diversity, supporting a wide array of accounts, including bank accounts, depots, peer-to-peer accounts, and crypto accounts. With Portfoldio as your financial ally, enjoy the convenience of consolidating all your financial data in one central hub, providing you with a holistic and insightful overview of your financial landscape.