INVESTMENT PORTFOLIO TRACKER
Monitor all your assets in
one portfolio
Portfellow helps you understand your portfolio’s growth, improve your
asset management, and boost investment overviews.
FAST & EASY SET-UP
Automatic integration
with your bank & broker
Securely connects to your bank accounts for instant updates.
Integrates with Interactive Brokers and 2000+ other industry-leading tools.
Easily import your transactions from various brokerages.
DOES WHAT YOUR BROKER CAN’T
Track your true investment performance
Get an overview of your complete & true investment returns (including the nuances your investment portal or bank miss).
Performance tracking includes dividends, currency fluctuations, transaction fees and more all in one place.
MAXIMIZE PERFORMANCE
Spot top performers and streamline
portfolio views
Easily identify your highest and lowest performers to see how individual instruments contribute to your overall performance.
Consolidate private & holding company portfolio views.
Choose your preferred return calculation methodology: CAGR, XIRR or Linear.
PORTFELLOW COMMUNITY
Empower your financial journey with family, trust, and community
Share Portfolio Access with Trusted Individuals
Grant viewing rights to advisors or family members for better collaboration and security of your investments.
Connect with Fellow Investors via Discord
Join a community of like-minded investors to share insights, discuss strategies, and stay informed.
CUSTOMIZE TO YOUR LIKING
Track what matters: custom groups and notes for smarter investing
Organize your portfolio with custom asset groups for more targeted analysis and better portfolio management.
Keep important details and strategies in one place by adding notes directly to your investments.
GENERATE REPORTS INSTANTLY
Unlock deeper insights: compare and monitor your assets
Keep an eye on your investments at all time by generating instant reports.
Reports available:
✓Future cash flow
✓ Transactions
✓ Diversity (& more!)
Stay informed with monthly portfolio overviews sent directly to your email.
#1 INVESTMENT PORTFOLIO TRACKER
Add all your asset classes to get a 360° understanding of your investments
Combine all your asset classes into one comprehensive monitoring tool
Bonds & Loans
All types of fixed income instruments like bonds and loans
Single Stocks
Listed stock market companies in Europe, the United States, and Asia
Index Funds
Publicly listed index funds in Europe, the United States, and Asia
Real Estate
Direct real estate investments, Real Estate Investment Trusts (REITs)
Cash and Assets
Cash accounts, cash equivalents and money market funds
Crypto Assets
More well known crypto currency assets through exchanges
#1 PORTFOLIO MANAGEMENT TOOL
Start your Portfellow journey today
Whether you are just starting out or a professional investor, Portfellow has a version that will best help you reach your goals.