A portfolio can look diversified on the surface and be dangerously concentrated underneath.
Winners keep winning and grow as a share of your total — until one stock, sector, or country is carrying more risk than you ever intended.
Your broker shows you a list of tickers. Actually understanding your exposure by sector or region means building it yourself, by hand.
Without tracking it over time, you can't tell if your income-generating positions are actually growing your cash flow or just standing still.
Top and bottom performer identification
Sector and geographic concentration analysis
Dividend and income tracking
Visual portfolio composition breakdowns
Actionable allocation insights
See your top and bottom performers at a glance, across your whole portfolio or within a single account. It's the fastest way to spot what's actually driving your returns — and what's quietly dragging them down.
Concentration analysis flags when one position, sector, or geography has grown into an outsized share of your portfolio, so you can decide if that's intentional or something to rebalance.
Visual breakdowns by asset class, sector, geography, and account show you the composition of your wealth at a glance — not just the total number, but what it's actually made of.
Dividend and income tracking surfaces trends over time, so you can see whether your income-generating positions are actually growing your cash flow or just sitting there.
Investing isn't always just personal — you might be managing a private portfolio alongside a holding company, or a family member's account alongside your own. Portfellow lets you consolidate views across entities while still keeping each one distinct.
Switch between a consolidated view and a single-entity view depending on what question you're trying to answer.
Every holding is automatically tagged by asset class, sector, geography, and account.
Top/bottom performers, concentration risk, and income trends are calculated automatically — no manual spreadsheet work.
Click into any sector, geography, or entity to see exactly what's behind the number.
Wants to know before one stock, sector, or country quietly becomes half the portfolio.
Manages more than one pot of money — personal, family, or a holding company — and needs to see them both separately and together.