Planfolio - Portfolio Tracker

Health check your invest-strategy and FIRE plan. AI research: drivers & risks behind every holding. Make good decision with simplified fundamentals. Privacy by design.

With Planfolio you define a strong investment strategy, a financial freedom plan and then monitor and steer your portfolio according to this. A constant heath check with personalized recommendations helps you to identify issues and adjust your portfolio.

Planfolio makes complex evaluations simple and quick. With simplified performance and fundamental analysis overviews you easily spot risks.

AI RESEARCH SAVES YOU HOURS OF TIME On the home page, you see a intraday updated AI summary of major market drivers. So you are always aware of whats going on. Furthermore, to know what could impact your portfolio, our AI research provides drivers and risk factors for each asset with an outlook for the next 12 month.

PRIVACY BY DESIGN — NOT AS A TAGLINE Your broker statements are parsed on your device and encrypted before your data is stored on our servers. The keys never leave your phone, so we literally cannot read your holdings, transactions, or net worth — no ads, no data selling, no aggregator logging into your brokerage. "We don't sell your data" isn't good enough. We can't even see it.

Explore ALL pro features for 14 days free - no credit card or upfront subscription required. After 14 days you automatically are in the free-tier. If you like the Planfolio Pro features, you can keep every feature unlocked with a monthly or discounted annual subscription.

Planfolio is an information tool, not investment advice.

Terms of Use (EULA): https://planfolio.io/terms Privacy Policy: https://planfolio.io/privacy