The portfolio tracker that turns your holdings into a plan
Know whether you're on track and what to do next.
Most trackers stop at what you own. Planfolio helps you make good investment decisions.
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Invest to a plan, not to a hunch
Planfolio guides you to an investment goal and a strategy. A constant health check spots deviations and keeps your portfolio on track.
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Fundamental insights
Complex fundamental data is condensed into simple overviews. This lets you spot the strengths and risks of your holdings quickly.
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AI market & political research
Market Pulse summarizes the news currently moving the market. It saves you hours of searching for and interpreting investment news.
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End-to-end encrypted
Privacy is a top priority. Your financial data is encrypted on your device and can only be read by you — not even we can read it.
What are you actually investing for? Plan your financial independence.
With Planfolio you set your goal first. We calculate the date you reach financial independence and your actual portfolio performance is plotted against that projection — so you always see whether you are ahead of plan, or falling behind.
A goal without a strategy is just a wish. Set your strategy — and stay on it.
Decide how your money should be invested and limit your risk. Planfolio turns those rules into your personal benchmark, and scores your portfolio against it every day — with concrete findings wherever it drifts off course.
Are your holdings quality investments? Understand your portfolio with deep analysis.
Proper fundamental and performance analysis is cumbersome and time consuming. Planfolio provides you all information in simplified analysis dashboards.
Are you surprised when your holdings move? Know how market & politics affect your portfolio.
Planfolio's AI summarizes the news for every asset you hold. Saves you hours of searching and reading. Be aware of the drivers and risks to your money.
What are you actually investing for? Plan your financial independence.
With Planfolio you set your goal first. We calculate the date you reach financial independence and your actual portfolio performance is plotted against that projection — so you always see whether you are ahead of plan, or falling behind.
A goal without a strategy is just a wish. Set your strategy — and stay on it.
Decide how your money should be invested and limit your risk. Planfolio turns those rules into your personal benchmark, and scores your portfolio against it every day — with concrete findings wherever it drifts off course.
Are your holdings quality investments? Understand your portfolio with deep analysis.
Proper fundamental and performance analysis is cumbersome and time consuming. Planfolio provides you all information in simplified analysis dashboards.
Are you surprised when your holdings move? Know how market & politics affect your portfolio.
Planfolio's AI summarizes the news for every asset you hold. Saves you hours of searching and reading. Be aware of the drivers and risks to your money.
Portfolio Import
Import everything in seconds.
Securely bring in your full history from your brokers or portfolio tracker. All data gets end-to-end encrypted during import. Top notch privacy.
| Brokers | Auto sync | File import |
|---|---|---|
 Charles Schwab | ||
 Coinbase | ||
 comdirect | ||
 Consorsbank | ||
 DEGIRO | ||
 DKB | ||
 E*TRADE | ||
 Fidelity | ||
 flatex | ||
 ING | ||
 Interactive Brokers | ||
 Kraken | ||
 moomoo | ||
 Public | ||
 Questrade | ||
 Robinhood | ||
 Scalable Capital | ||
 Stake Australia | ||
 TastyTrade | ||
 Trade Republic | ||
 Trading 212 | ||
 Vanguard | ||
 Zerodha | ||
| Portfolio Trackers | Auto sync | File import |
 Delta | ||
 DivvyDiary | ||
 Finanzfluss | ||
 Parqet |
Your broker isn't listed? Let us know — we're happy to add it.
Security & Privacy
Nobody can read your data.
Your financial data is sensitive. Nobody but you should see it. Planfolio is built with exactly that in mind — privacy first.
Privacy
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End-to-end encryption — On your device — only you can see your data.
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Zero-knowledge architecture — Your portfolio is encrypted before it is stored on your device or sent to the PRISMA backend.
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No tracking, no selling data — You are not the product.
Security
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Secure app access — Biometric or PIN lock ensures only you can open the app.
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Secure broker import — Import transactions via PDF/CSV — no third-party logins. Files are processed locally and never uploaded. Or sync your broker at the highest level of security with our trusted partners.
Simple, transparent plans
Start free and upgrade when you need more. No hidden fees, cancel anytime.
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Unlimited Broker Imports
Import all your accounts and trades.
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Historic Price Data
See how your holdings have performed.
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Basis Analysis
Track your cost basis and returns.
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Wealth & FIRE Plan
Monitor your progress toward financial independence.
Free
$0.00
Everything you need to get started and get an overview of your portfolio. Forever free.
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Intraday Price Data
Always get the most recent data.
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Benchmark
Compare your portfolio to the market.
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AI Research
Marco impact on your holdings.
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Fundamental Analysis
Validate the quality of your holdings.
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Performance & Impact
Understand what moves your portfolio.
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Dividend Insights
Summaries, trends, and metrics.
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Tax Insight
Tax indication and optimisation options.
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Broker Sync
Connect your broker accounts seamlessly.
Prices are indicative. The final price and currency are shown in the App Store before purchase.
Get the app
Start your 14-day free trial today.
iOS
iPhone — available now
Scan with your iPhone camera
Android
Google Play — available now
Scan with your Android camera