Your investments.
One dashboard.
Import from any broker. Track performance across currencies. Make smarter decisions with real analytics.
Built for self-directed investors
Everything you need, nothing you don't
TWR Performance
Time-weighted returns that reflect your real investment skill, not your cash flow timing.
Benchmarking
Compare your portfolio against popular indexes like the S&P 500, MSCI World, gold, and other commodities.
CSV Import
One-click import from IBKR, Trading 212, Degiro, and Revolut.
Composition
Sector, region, asset class, market cap breakdown across your portfolio.
Rebalancing
Set targets and get exact buy orders for each new contribution.
Automatic IBKR Sync
Connect Interactive Brokers once. New trades, dividends, and transfers flow in automatically — no CSV uploads.
Public Sharing
Share an anonymised portfolio link without exposing exact transaction details.
Multi-Portfolio
Aggregate performance across all your broker accounts in one view.
Why not just use a spreadsheet?
You could. But here's what you'd be missing.
| Stonksfolio | Spreadsheet | Broker app | |
|---|---|---|---|
| Multi-broker aggregation | Manual | ||
| Time-weighted returns | DIY formula | Sometimes | |
| Automatic price updates | |||
| Multi-currency conversion | Manual | Own only | |
| Composition analysis | Basic | ||
| Rebalancing calculator | DIY formula | ||
| Tax reporting | Manual | Varies | |
| Setup time | 2 minutes | Hours | N/A |
See it in action
