Checking what you actually own shouldn't require five passwords and a calculator.
Every broker, bank, and pension account you hold means another tab, another password, another place your real total is hiding.
A partial CSV import or an unhandled split, and suddenly your return is calculated from the wrong starting number — and you'd never know.
A spreadsheet is only as current as the last time you updated it by hand. Most people stop updating it within a month.
Automatic sync with banks and brokers
Support for major European financial institutions
Real-time portfolio updates
No manual data entry required
New integrations added regularly
Every broker and bank has its own portal, its own CSV export, its own quirks. Portfellow connects directly to each one and pulls holdings, transactions, and balances automatically — so you stop logging into five places to know what you own.
Connections sync on their own schedule in the background. When a new dividend lands or you place a trade, it shows up in your unified dashboard without you touching anything.
The most common way portfolio trackers get returns wrong is a bad cost basis — a split that wasn't handled, a partial import that started mid-history. Portfellow's connections import full transaction history where the institution provides it, so your cost basis and XIRR start from the right number.
Where a connection can only give you a current balance, Portfellow will ask for an opening position so nothing is silently misstated.
Not every account can be connected yet — a pension pillar, a private deal, an account at a bank we don't support. You can add those manually and they sit in the exact same dashboard, grouped and reported on alongside your connected accounts.
There's no second-class citizen here: manual and connected holdings get the same performance tracking, the same analytics, the same reports.
Pick your bank or broker and securely link your account in under a minute.
Portfellow imports your transactions and flags anything it needs you to confirm — a mapped instrument, an opening balance.
From then on, balances and transactions sync on their own. Your dashboard stays current without manual entry.
Holdings spread across two or three brokers and a bank account, and tired of stitching together the real picture by hand.
Tracking Pillar II or III pension funds alongside a regular brokerage account — two very different systems that never talk to each other.