What it's worth, what it returns, what it pays.Your whole portfolio, in one place.

Every PortFolk feature, shown with the app's own components and the numbers of the demo portfolio.

Start for freeTry the demo

The Free plan needs no credit card.

Every broker, one portfolio

Import files from DEGIRO, Fineco and Trade Republic or a CSV, or enter trades by hand. Foreign currencies are converted to euros at the rate of each trade.

  • No account connection, no broker password
  • Stocks, ETFs, government and corporate bonds, crypto, cash and time deposits
  • A base currency of your choice, euro by default

Demo portfolio

Imported files

  • DEGIROAccount statement in CSV
  • FinecoSecurities movements in Excel
  • Trade RepublicTransactions in CSV

One portfolio

€0.00

  • ETFs 52.1%
  • Stocks 19.3%
  • Bonds 11.7%
  • Crypto 16.9%

Your real return, not your balance

The money-weighted return (XIRR) accounts for when you invested; the time-weighted return (TWR) measures your holdings net of deposits. Every figure comes with its method.

  • Annual XIRR and TWR, by period
  • A benchmark bought with the same deposits, on the same days
  • Return by asset class and risk metrics

PremiumThe benchmark, return by asset class and risk metrics are in the Premium plan.

Demo portfolio

Premium

Your return

+0.0%

Benchmark · MSCI World

+0.0%

Your portfolioMSCI World

Annual return (XIRR)+13.5%

How it is calculated: each deposit weighs for the time it stayed invested; the benchmark is bought with the same deposits.

Dividends and coupons, month by month

Income received and income expected, gross, with the withholding shown apart. Dividends update on their own every morning.

  • Income expected over the next 12 months
  • What you have collected this year, holding by holding
  • Bond coupons in the same calendar

PremiumThe calendar, monthly chart, per-holding detail and coupons are in the Premium plan.

Demo portfolio

Premium

Expected in the next 12 months

€0.00

NovDecJanFebMarAprMayJunJulAugSeptOct
DividendsCoupons

Government and corporate bonds, done properly

Prices as a percentage of face value, as your broker shows them. For every bond PortFolk works out the yield to maturity, the duration and the interest accrued since the last coupon.

  • Yield to maturity at today's price and at your cost
  • Duration and modified duration
  • Accrued interest counts in the portfolio's value

Demo portfolio

BTP Italia 2028

Face value €10,000 · Price 99.20

Yield to maturity

0.00%

3.93% at your cost

Annual coupon
3.50%
Maturity
28 Jul 2028
Duration
2.13 years
Modified duration
2.09
Accrued interest €74.18Next coupon 28 Jan 2027
28 Jul 2026€175.00

Your savings plan, without redoing the maths

For each savings plan you set the amount, the day and the holdings. On that day PortFolk prepares the purchase at current prices, and you confirm it with one click.

  • Units estimated at current prices
  • Several holdings in one group, with its own fees
  • Nothing is bought on its own

PremiumThe projection of the plan over the years is in the Premium plan.

Demo portfolio

Accumulo ETF

Every month, on day 10

Today's proposal

  • SWDAiShares Core MSCI World≈ 2.0513 units · €97.50€200.00
  • VWCEVanguard FTSE All-World≈ 1.3298 units · €112.80€150.00
Fees
€3.00
Total
€0.00

Where you're exposed, and how far from target

Allocation by asset class, holding, sector and region, against the targets you set, with the amounts that bring it back in balance.

  • The gap from target, category by category
  • Sectors and regions
  • The amounts to buy or sell to rebalance

PremiumSectors, regions, composition and rebalancing are in the Premium plan.

Demo portfolio

Premium
  • Equity ETFs67.3% / 70%

    Target 70% · −2.7 pp

  • Bond ETFs15.9% / 20%

    Target 20% · −4.1 pp

  • Commodities0.0% / 5%

    Target 5% · −5 pp

  • Crypto16.9% / 5%

    Target 5% · +11.9 pp

And everything else

  • Backtesting

    Run a portfolio on past prices and see how it would have done.

  • Money management

    A monthly budget, an emergency fund and the share you can invest.

  • Calculators

    Compound interest, FIRE, inflation, savings plan or lump sum, Italian government bond yield and stamp duty.

    Open the calculators

  • Tax reportPremium

    An estimate of capital gains, income, stamp duty and IVAFE for Italian tax residents. It is not a tax return.

  • Price alertsPremium

    An email when a holding crosses the threshold you chose.

  • Privacy mode

    Hides the amounts, so you can show the app without revealing what the portfolio is worth.

  • Share links

    A public link to a picture of the portfolio that you choose to share.

  • Monthly summary

    If you turn it on, one email a month with how the portfolio is doing.

  • Data export

    Download your data whenever you like, in one file.

Your data, plainly

  • No broker password

    PortFolk reads the files you export. It doesn't connect to your account and never asks for your bank or broker credentials.

  • Protected sign-in

    Fingerprint passkeys, two-factor authentication and passwords hashed with bcrypt. A device can be remembered for 30 days.

  • Analytics only with your consent

    Google Analytics loads only if you accept. You can change your mind in the cookie preferences without losing access.

  • Your data stays yours

    We don't sell portfolio data or use it for advertising. You can export it or delete your account at any time.

See what your portfolio really returns.

Explore a demo portfolio or import your transactions when you are ready.

Start freeTry the demo
Features — PortFolk