As of July, Portfellow has officially moved out of beta, and users now have access to a fully functional web application—from registration to portfolio management!
We are one of the most comprehensive web applications in the portfolio management sector, supporting nearly all asset classes and providing a detailed level of instrument tracking. But this doesn’t mean Portfellow is finished. We continue to add new functionalities every week.
Your feedback and support during Portfellow’s launch have been invaluable! Thanks to your input, we’ve received many great ideas that we’ve promptly implemented. Thank you!
What's New in Portfellow?
We’ve been working hard to make Portfellow even more useful and user-friendly. Here are some of the key updates and enhancements:
Notifications and Improved Portfolio Overview
🗂️ Custom Groups: Every investor is unique, and so are their preferences for categorizing portfolios. Now, you can create your own two-layer custom groupings.
📬 Monthly Summary Notification via Email: At the start of each month, we send out a portfolio summary that reflects your net worth, returns, top performers, and laggards.
🎯 Setting Goals for Portfolios: If you want to set time-bound and relevant goals, you can now do so on the Portfolio Settings page.
Investment-Related Updates
🫰 Future Cash Flows for Instruments: We’ve added the ability to track future cash flows for bonds, stocks, loans given, and loans taken.
⚙️ Show/Hide Columns in Portfolio View: Now you can choose which columns you want to see. Customize your view to suit your needs.
💸 Ability to Add Leverage Loans: Previously, loans could only be added to real estate, but now you can add loans separately.
🗃️ Archiving Inactive Investments: Not all history needs to be carried forward. That’s why we’ve introduced the option to archive old transactions.
Visit the Portfellow app to explore all the new features and improvements in detail. Your investment journey just got a lot smarter and more efficient with Portfellow!
Join Our Community on Discord
We’re excited to introduce the Portfellow Discord server. Join us to:
💬 Chat with Other Investors: Exchange ideas and discuss strategies.
👂 Give Us Feedback: Share any challenges you encounter, and we’ll be there to help.
💡 Suggest New Features: Share your ideas for new features and improvements.
Why We Started Building Portfellow
Marko Oolo, Co-founder and Product Lead: “After ten years of tracking my investments in Excel, I realized I needed a tool that would cover all asset classes and reduce the time spent on spreadsheets. Portfellow was created for this purpose, and it’s been a game-changer in my investment journey.”
Taavi Ilves, Co-founder and Technology Lead: “My search for the perfect investment tracking tool led me to create Portfellow. After years of testing various software, we are proud to offer a comprehensive portfolio tracking solution that exceeds investors’ expectations.”
Thank you for being a part of the Portfellow community. Together, we’re making investment management smoother and more accessible.
Warm regards,
Marko and Taavi,
Portfellow Founders
