Simple and Powerful Portfolio Tracker
Track your stock portfolio with real-time quotes, dividend projections, and AI analysis. Built for European investors. Free to start.
Everything You Need to Invest Confidently
From real-time tracking to AI-powered analysis — built for European retail investors who want clarity, not complexity.
All Your Investments in One Place
Real-time portfolio dashboard with multi-exchange support. See your total value, daily changes, and per-stock breakdowns across NYSE, XETRA, LSE, Madrid, and more — with automatic currency conversion.
- Real-time quotes from Yahoo Finance
- Multi-currency (EUR, USD, GBP, DKK, CAD)
- Performance metrics: TTWROR & IRR
- Benchmark vs S&P 500, Nasdaq, Euro Stoxx 50
Track & Project Your Dividend Income
Monitor estimated annual income, per-stock dividend yields, and yearly history. Project future growth and plan your passive income strategy.
- Estimated annual dividend income
- Per-stock yield breakdowns
- 5-year growth projections
- Historical dividend calendar
AI-Powered Analysis at Your Fingertips
Get plain-language explanations of stock fundamentals, market news sentiment, insider trades, and institutional holdings. Powered by GPT for clear, actionable insights.
- Company fundamentals analysis
- News sentiment (bullish/bearish)
- Insider & institutional activity
- Economic indicators dashboard
Import Your Portfolio in Seconds
Upload your broker CSV — DEGIRO, Interactive Brokers, Trading 212, or Revolut — and buys, sells, dividends, and fees are parsed automatically. Your dashboard updates instantly.
- DEGIRO, IBKR, Trading 212 & Revolut
- Simple CSV format support
- AI-powered smart import
- Full transaction history
Performance Metrics
TTWROR and IRR calculations with clear methodology explanations
Multi-Currency
Automatic EUR/USD/GBP conversion across all supported exchanges
AI Analysis
Plain-language insights on stocks, news, and economic indicators
CSV Import
DEGIRO, IBKR, Trading 212, Revolut & Simple CSV import
Price Alerts
Set targets and get notified when stocks cross your price
Privacy First
Your data is encrypted at rest and never sold to third parties
What Investors Love About Us
Join investors across Europe who track their portfolios with trefolio.
“Finally a portfolio tracker that doesn't cost a fortune. The broker import worked perfectly — all my transactions appeared in seconds.”
“The AI analysis gives me quick insights without having to dig through financial reports. Worth every cent of the Pro plan.”
“Clean interface, fast imports, and it actually shows my real returns. Switched from spreadsheets and never looked back.”
Why Choose trefolio?
The portfolio tracker we wished existed — simple, affordable, and smart.
| Feature | trefolio | Other Trackers | Spreadsheets |
|---|---|---|---|
| 15 holdings free, unlimited on Pro | |||
| Real-time quotes | |||
| Multi-exchange & multi-currency | |||
| AI-powered analysis | |||
| Broker CSV import | |||
| Dividend tracking & projections | |||
| Privacy-first (no data selling) | |||
| Pro plan under €40/year | |||
| No learning curve |
See It in Action
Import your portfolio in under 30 seconds. Choose your format, upload, review, and you're done.
Choose Format
Select DeGiro or Simple CSV before uploading
Upload & Review
Drag & drop your file and preview parsed transactions
Import & Track
Confirm import and see your holdings instantly
Simple, Transparent Pricing
Start free with up to 15 holdings. Pro at €4.99/month — up to 2x cheaper than alternatives. No hidden fees, cancel anytime.
Free
Everything you need to start tracking your investments.
- Up to 15 stocks & ETFs
- Real-time Yahoo Finance quotes
- Historical price charts
- Cash balance tracking
- Benchmark comparison (S&P 500, etc.)
- DEGIRO, IBKR, Trading 212 & Revolut import
- Dark & light mode
- English + Spanish
- 5 AI analysis calls/month
- 2 price alerts (in-app)
Pro
Advanced insights at a fraction of the cost. Up to 2x cheaper than alternatives.
- Everything in Free, plus:
- Unlimited holdings
- Unlimited AI analysis
- Company fundamentals (income, balance, cash flow)
- Stock intelligence (news sentiment, insider trades)
- Institutional holdings data
- Economic indicators dashboard
- Alpha Vantage premium data
- Unlimited price alerts + email delivery
- Priority support
- Export to CSV
Annual plan available: €39.99/year (save 33%). Cancel anytime.
How We Compare on Price
Up to 2x cheaper than comparable portfolio trackers. Free tier includes 15 holdings — Pro unlocks unlimited.
Frequently Asked Questions
Everything you need to know to get started.
Start Tracking Your Portfolio Today
Join investors across Europe who trust trefolio. Free to start, powerful enough to stay.