Portfellow

Plans & Pricing

Start by tracking up to 10 holdings for free!

Then upgrade to a premium plan at any time to track additional holdings or portfolios, and unlock advanced features.

Free

For beginner investors

0
forever
  • 1 Portfolio
  • 10 Holdings
  • CSV Import
  • IB Connection
  • Limited Reports
  • Basic Support
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Starter

For knowledgeable investors

5 per month billed annually
7€ billed monthly
  • 2 Portfolios
  • 30 Holdings
  • 4 Bank Connections
  • IB Connection
  • All Reports
  • Standard Support
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Investor

For demanding investors

10 per month billed annually
14€ billed monthly
  • 4 Portfolios
  • Unlimited Holdings
  • 8 Bank Connections
  • IB Connection
  • Consolidated Portfolio View
  • Partial Portfolios
  • Custom Grouping
  • All Reports
  • Premium Support
Popular

Expert

For professional investors

25 per month billed annually
29€ billed monthly
  • 10 Portfolios
  • Unlimited Holdings
  • 16 Bank Connections
  • IB Connection
  • Consolidated Portfolio View
  • Partial Portfolios
  • Custom Grouping
  • All Reports
  • Premium Support

Frequently asked questions

After registration you get access to the chosen plan for 10 days. Paid subscription requires credit card info, but you wont be charged unless you keep using Portfellow after the trial period.

You will be automatically rolled into a Paid plan. You can always cancel your subscription before the Free trial ends.

Portfellow functions on the basis of subscriptions. You can choose an annual or monthly subscription plan. The fee will be charged once per chosen period, respectively.

Stripe handles the payment processing for us. Acceptable payment methods include all major credit cards. We guarantee you safe and secure online ordering.

Yes, if you decide to switch to another plan after initial purchase you can always do so on Plans & Billing page.

You can cancel your subscription at any time and it will not auto-renew after the current paid term. Paid service will remain active for the duration of the paid term.

Start tracking your portfolio performance

Sign up for free without any commitment

- Create one portfolio for free.
- Track up to 10 holdings.
- No credit card needed.