What is Stonksfolio

Stonksfolio is one dashboard for your investment accounts at every broker you use, so you can see how your investments are doing.

You start by importing your transactions from other brokers, either automatically (for Interactive Brokers) or via manual CSV imports (other brokers).

Stonksfolio will be useful if you:

• Have investments across multiple brokers

  Stonksfolio shows aggregated performance and other metrics for all your investments. It handles several currencies and shows how exchange rates moved your returns in your home currency.

• Need to rebalance your portfolios often

  The Contribution Calculator will tell you exactly what to buy (or sell) in order to get closer to your desired balance.

• Look at your investments constantly

  Checking your portfolios every day is bad for your nerves. Stonksfolio can send you a weekly digest instead.

• Want to benchmark your portfolios

  Stonksfolio compares your portfolios with the most popular indexes, so you can see whether you're beating the market.

• Want to retire your Excel spreadsheets

  If you've been tracking everything by hand, Stonksfolio imports your history and keeps it up to date, so you stop fixing broken formulas and chasing forgotten dividends.