Whether you’re a hands-on investor with multiple broker accounts or a passive long-term holder of just a few ETFs, keeping track of your entire portfolio in one place can be a challenge. That’s where Portfellow comes in.
Unlike many platforms that only focus on stocks or funds, Portfellow is designed to give you a holistic view of your wealth — across traditional, alternative, and even private assets. In this post, we’ll walk you through 10 different asset classes you can monitor and manage directly in Portfellow.
1. Stocks
From blue chips like Microsoft and Apple to niche growth stocks or Baltic market darlings like LHV Group and Coop Pank — Portfellow makes it easy to input and track your holdings. You can view real-time values, calculate annualized or cumulative returns, and even compare performance over custom date ranges.
2. ETFs and Index Funds
Track global ETFs like iShares Core S&P 500 UCITS or Vanguard FTSE All-World, with accurate pricing and returns over time. Portfellow supports popular European and US-based ETFs and lets you monitor both performance and expected income from dividend-yielding funds.
3. Cash Accounts
Keep track of your liquid capital across bank accounts or brokerage cash balances. This helps give you a clear picture of your investable capital and ensures you’re accounting for idle cash when calculating your overall return.
4.Real Estate
Own a rental apartment? A summer home? With Portfellow’s growing real estate module, you can track property value, rental income, and associated costs. Better yet, you can link multiple loans to one property — and soon, you’ll be able to connect one loan across multiple assets. It’s one of the few tools that brings this level of detail to real estate investors.
5. Loans and Leverage
Track margin loans, mortgages, or even private loans. Whether the debt is associated with real estate or used to finance other investments, Portfellow allows you to assign it to specific assets for more accurate net value calculations.
6. Private Equity and Startup Investments
Have equity in a startup or SPV? Portfellow allows you to input custom valuations, track dilution, and monitor performance over time. It’s perfect for angel investors and venture capital enthusiasts who want to visualize private holdings alongside public ones.
7. Cryptocurrencies
Bitcoin, Ethereum, or altcoins — Portfellow supports manual tracking of crypto holdings with up-to-date pricing and performance views. Whether you’re holding crypto for the long haul or trading actively, it’s easy to include it in your bigger portfolio picture.
8. Crowdfunding Investments
Investing through platforms like Seedrs, Crowdcube, EstateGuru, or other crowdfunding portals? Portfellow lets you track your crowdfunding investments, including expected returns, equity percentages, and funding rounds. It’s a simple way to stay on top of early-stage or real estate-backed crowdfunded projects.
9. Bonds
Whether government, municipal, or corporate, you can enter bond holdings with key details like coupon payments, maturity date, and interest schedule. Future cash flow reports can even visualize expected income over time.
10. Pension Funds
Portfellow makes it easy to track your second or third pillar pension funds or any retirement account. You can manually add your holdings and update their value periodically, ensuring your long-term wealth picture includes your future safety net — not just your liquid assets.
What’s new? Bank & Platform Integrations
Thanks to integrations via GoCardless, Portfellow allows you to connect to most major EU banks and fintech platforms — including Wise, Revolut, and Stripe — automating the flow of data into your dashboard and reducing the need for manual updates.
Why Diversified Investors Love Portfellow
Here’s what sets Portfellow apart:
Annualized and cumulative return views
Multi-portfolio support (with the option to add more for €2/month)
Custom date filters for performance reports
Detailed future cash flow analysis
Video tutorials and upcoming webinars to support all users
No matter what your portfolio looks like, Portfellow gives you the tools to understand it better and manage it smarter.
Ready to see it in action?
Create your free account or explore the latest features by logging into the Portfellow app.
