LiteFolio - Stocks & Dividends

Record trades, dividends and cash flows, then review asset growth, allocation, income and holdings in one lightweight portfolio tracker.

Track your investments at your own pace. LiteFolio is a lightweight portfolio tracker for stocks, ETFs, funds and cash — record buys, sells, dividends and transfers without connecting a brokerage account.

See your profit and loss, dividends and asset allocation in one simple place, and keep a clean record of every holding and trade.

▼ What you can do with LiteFolio

[1] See P&L and asset growth at a glance Realized gains, dividends and total returns in one view. Look back on how your portfolio changes over time.

[2] Organize trades on a timeline Buys, sells, dividends, transfers and notes in chronological order. See what you did, and when.

[3] Analyze asset allocation with charts View your mix by asset type, sector and list. Rebalance stocks, ETFs, funds and cash with ease.

[4] Track dividend income Check received dividends and expected annual dividends per holding, plus yield on cost.

[5] Manage your holdings in one list Quantity, average cost and cost basis for every position, so you always know where you stand.

▼ Great for

• Keeping a simple record of your trades
• Managing holdings and allocation yourself
• Reviewing dividend income by holding
• An investment memo separate from your brokerage app
• Long-term and NISA-style investing

Simple enough to keep up, complete enough to see what matters. Organize your investment portfolio with LiteFolio.

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