Equifolio

Track your whole portfolio — shares, ETFs, crypto, bullion and more — with true returns and real dividend tracking. Private by design: your data never leaves your device.

Equifolio is a private, all-in-one portfolio tracker for investors who want the full picture — without handing their financial data to anyone.

Track shares, ETFs, crypto, bullion, property and cash side by side, with live prices, clear charts and the return figures that actually matter.

EVERYTHING IN ONE PLACE • Shares, ETFs and crypto across global markets • Bullion, property, P2P, Retirement and manual "other" assets • Live/delayed prices, interactive charts and a portfolio heat map • Dividend tracking with a full income view

RETURNS DONE PROPERLY • Time-weighted return (TWR) to judge your investments • Personal return (IRR / XIRR) to judge your journey • Realised vs unrealised profit, dividends and brokerage, split out • Cost-base adjustments (AMIT/AMMA, return of capital) handled for you • Benchmark your performance against a market index

PRIVATE BY DESIGN • Your data stays on your device — no account, no sign-up • Nothing is uploaded, sold or tracked • Works fully offline

BUILT FOR REAL PORTFOLIOS • Multi-currency with your chosen display currency • Financial-year aware — set your own year end • FIFO or LIFO for capital-gains lots • Export/import a full backup, or a CSV of transactions and dividends

Equifolio is free to try. After the trial, a yearly subscription keeps it going — cancel anytime.

Your money, your data, your device.

— Equifolio Pro is an auto-renewing annual subscription. Payment is charged to your Apple Account at purchase, and renews automatically unless cancelled at least 24 hours before the end of the period. Manage or cancel in your Apple Account settings. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://veedroot.com.au/equifolio/privacy.html Terms of Service: https://veedroot.com.au/equifolio/terms.html