Combine all your asset classes into one comprehensive monitoring tool
All types of fixed income instruments like bonds and loans
Listed stock market companies in Europe, the United States, and Asia
Publicly listed index funds in Europe, the United States, and Asia
Direct real estate investments, Real Estate Investment Trusts (REITs)
Cash accounts, cash equivalents and money market funds
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
- Set up your portfolio in minutes
- Track up to 10 holdings
- No credit card needed