What is Stonksfolio

Stonksfolio is a unified dashboard for all your investment accounts across multiple platforms.

It is designed to help you make sense of your investments and understand them better.

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 multi-currency natively and can show you the FX impact of your investments against 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 daily can be detrimental to your mental health, which is why Stonksfolio can send you weekly digests and keep you in the loop without constant stress.

• Want to benchmark your portfolios

  Are you beating the markets? Stonksfolio can help you compare the performance of your portfolios against the most popular indexes.

• Want to retire your Excel spreadsheets

  If you've been tracking everything by hand, Stonksfolio imports your history and keeps it updated automatically — no more broken formulas or forgotten dividend entries.