Portfellow

Plans & Pricing

Start by tracking
10 holdings for free

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

Endorsed BY INDUSTRY PROFESSIONALS

What people are saying about Portfellow

Frequently asked questions

After registering, you’ll have access to your chosen plan for 10 days. Even though the paid subscriptions require credit card information, you won’t be charged unless you continue using Portfellow after the trial period.

You will automatically be rolled into a Paid plan.

However, you can always cancel your subscription before the free trial ends.

Portfellow operates on a subscription basis, offering both annual and monthly plans. You will be charged once per selected period, depending on your choice.

We use Stripe for payment processing and accept all major credit cards. Your online transactions are always safe and secure with us.

Yes, if you decide to switch to another plan after your initial purchase, you can do so at any time on the Plans & Billing page.

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

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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.