Portfellow shows your true investment returns that your broker doesn't. See your performance including dividends, currency fluctuations and more all in one place.
- Easily identify the top-performers and non-performers
- Know how each instrument contributes to overall performance
- Consolidate private and holding company views
Track price, performance and cashflows of global stocks, ETFs, funds, bonds, real estate and crypto. Add cash accounts and leverage used to get the full picture of your portfolio – all in one place.
Listed stock market companies in Europe, US and Asia
Publicly listed index funds and ETF's in Europe, US and Asia
Fixed income instruments like bonds and loans
Cash accounts, cash equivalents and money market funds
Real estate and loan agreements associated with the property
More well known crypto currency assets through exchanges
No more juggling multiple accounts or scrambling to gather scattered data from different sources. Portfellow seamlessly integrates with your bank accounts and brokerage accounts, effortlessly importing and syncing your data.
- Securely connects to your bank accounts
- Integrates with Interactive Brokers
- Enables import from other brokerages
Portfellow gives you detailed reports for you to be on top of your investments. Asset allocation, periodic transaction overview and future cash-flow reports to help you make more knowledgeable decisions.
- Overall Asset Allocation Report
- Transactions Report
- Future Cashflows Report
- Create one portfolio for free.
- Track up to 10 holdings.
- No credit card needed.