Product news and updates from the Planfolio team.
Coast FIRE means you have invested enough that growth alone reaches your FI number by retirement, so you can stop saving. Here is the formula, the numbers by age and the risks to watch.
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With Barista FIRE you leave full-time work early: a part-time job pays part of your costs and your portfolio pays the rest. Here is how much part-time income you need for what you have invested, with worked examples.
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Trade Republic exports every transaction since you opened your account as one CSV file. Here is where to find it, what is in it and how to turn it into a full portfolio analysis.
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Screenshots and CSV uploads give an AI an outdated, partial picture. Planfolio connects ChatGPT and Claude to your real portfolio instead, so they answer with your current numbers. Here is what you get, prompts to try and the two-minute setup.
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A FIRE calculator gives you a plan. Whether you get there depends on how your real portfolio follows it. Here is how to measure that, a worked example, and five signals that you are falling behind.
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A portfolio health check measures your portfolio against your own strategy, not someone else's. Here are the five areas to review once a year, what to look for in each, and how to close the gaps.
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Planfolio is now on Android. The app and its features are the same as on iOS, including the end-to-end encryption and the broker imports.
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