Track, analyze, and manage your portfolios in one place
Your all-in-one solution for portfolio management. Import, analyze, and optimize your investments with ease.
Key Features
Unified Dashboard
Consolidate your brokerage accounts into a single dashboard.
Comprehensive Overview
View key metrics like Market Value, Time-Weighted Rate of Return (TWRR), Profit / Loss (PnL), and more.
Easy Import
Import activity from Interactive Brokers and Freetrade statements, or add records manually. (Support for more brokers is coming soon.)
Investment Themes
Group your holdings by assigning custom investment theme tags for better portfolio insights.
Data Export
Export holdings, ticker prices, dividend yields, and more data to CSV files, compatible with Excel, Google Sheets, etc.
Sign up for the closed beta
Be among the first to experience the future of portfolio management with nFólyo.