Guides, tutorials, and insights for European investors.
trefolio generates country-specific stock tax reports for 17 countries — Germany, France, Spain, Netherlands, Italy, UK, US, and 10 more. Form mappings, AI tax assistant, and CSV export included.
10 min readTrack dividend income, project future payouts, and never miss an ex-dividend date. trefolio handles withholding tax across European brokers automatically.
7 min readBacktest DCA strategies over 30 years, simulate what-if scenarios, and stress test against 5 historical crises. CAGR, Sharpe ratio, and max drawdown included.
8 min readScreen 600+ stocks on European exchanges by dividend yield, P/E ratio, sector, market cap, and country. Preset filters and direct portfolio integration.
6 min readUnderstand TTWROR, IRR, Sharpe ratio, max drawdown, and volatility. Learn how trefolio calculates real performance and compares against S&P 500 and Euro Stoxx 50.
9 min readSet stock price alerts delivered via WhatsApp, browser push, or email. Percentage-based triggers and portfolio-wide alerts for European investors.
6 min readGo beyond stock tracking. Add real estate, savings accounts, and pension to see your complete net worth with multi-currency support and visual breakdowns.
6 min readConnect your brokerage account to trefolio via SnapTrade and auto-sync your portfolio every hour. No more CSV exports — just one-click OAuth.
6 min readTrack earnings dates for your holdings, economic events like rate decisions, and upcoming IPOs. Portfolio-aware calendar with month grid and list views.
6 min readA compact AMOLED device that shows your portfolio value, top holdings, and AI insights at a glance. WiFi connected, OTA updates, and a free year of trefolio Pro.
5 min readA practical comparison of portfolio tracking tools available to European investors — what they cost, what they do, and which one fits your needs.
8 min readExport your DEGIRO transactions as CSV and import them into trefolio in under 2 minutes. Complete guide with screenshots.
5 min readTwo ways to import your IBKR portfolio: direct API connection or CSV upload. Step-by-step instructions for both methods.
6 min readWhen is a free tracker enough, and when does paying for Trefolio features make sense? A practical breakdown for European investors.
6 min readHow AI-powered analysis works for stock portfolios, what questions it can answer, and how European investors can use it practically.
7 min read