The portfolio tracker that turns your holdings into a plan

Know whether you're on track and what to do next.

Planfolio allocation X-ray breaking a portfolio down by holding

Planfolio holdings overview with portfolio value growth over the last twelve months

What are you actually investing for? Track your progress toward FIRE.

With Planfolio you set your goal first. We calculate your FIRE number and the date you reach financial independence, then plot your actual portfolio against that projection, so you always see whether you are ahead of plan or falling behind.

Planfolio FI plan charting actual balance against the planned path, with the projected financial independence date and progress to the FI target

A goal without a strategy is just a wish. Steer with your individual strategy.

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.

Is your portfolio spread across several brokers? All your brokerage accounts in one place.

Most investors keep accounts at more than one broker, and no single app shows the whole picture. Planfolio brings every brokerage account together, syncs or imports your holdings, and consolidates value, performance and positions into one portfolio.

Planfolio holdings view with total portfolio value, performance chart and positions consolidated across all brokers

How is your portfolio really doing? Your performance at a glance.

Planfolio gives you a quick overview of how your portfolio performs: monthly gains and losses, performance KPIs, and how you compare with the market. Whenever a number catches your eye, drill down to see what drove it.

Planfolio performance overview with monthly returns, IRR and time-weighted return against the S&P 500, and the last 30 days compared to the 3-year average

Are your holdings quality investments? Fundamental analysis, made simple.

Balance sheets, margins, valuation multiples: fundamental analysis is complex and takes expertise most investors don't have the time for. Planfolio does the work for you: every holding is scored on health, growth, margin, price, return and stability, and each value comes with a plain-English explanation of what it means.

Planfolio fundamental quality scores for a holding (health, growth, margin, price, return and stability) with the revenue growth behind its growth rating

Are you surprised when your holdings move? Never miss what matters for your holdings.

Planfolio's news engine scans the market for you and sums up the most important news for what you own. A weekly timeline shows every upcoming dividend, stock split and earnings report for your holdings, alongside the macro events that move markets. Nothing catches you off guard.

Planfolio weekly timeline of important events: US inflation report, Big Tech earnings, a European interest-rate decision, a Microsoft dividend and Apple earnings

Want to just ask about your portfolio? Chat with your portfolio in Claude and ChatGPT.

Connect Planfolio to the AI assistant you already use and ask in plain language: your biggest position including what your ETFs hold, upcoming dividends, or where you fall short in the health check. The answers come from your real holdings. You choose which portfolios to share, and your broker accounts and logins are never shared.

Claude connected to Planfolio answers that Apple is the biggest position at 7.4% (4.1% direct, 3.3% via ETFs) and lists three upcoming dividends totalling 214 USD

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
AJ Bell
Binance
BMO InvestorLine
BUX
Capital One
Charles Schwab
Chase
CIBC Investor's Edge
Citi
Coinbase
comdirect
CommSec
Consorsbank
DEGIRO
DKB
E*TRADE
Edward Jones
Empower
eToro
Fidelity
flatex
Hargreaves Lansdown
ING
Interactive Brokers
Kraken
moomoo
National Bank Direct Brokerage
PNC
Public
Qtrade Direct Investing
Questrade
Robinhood
Scalable Capital
Stake Australia
TastyTrade
TD Direct Investing
Trade Republic
Trading 212
Transamerica
U.S. Bank
Upstox
Vanguard
Wealthsimple
Webull
Webull Canada
Wells Fargo
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.