# trefolio

> The European investor's portfolio tracker — EU tax reports, stock screener, AI insights, and net worth tracking in 35 languages.

## What is trefolio?

trefolio is a web-based portfolio tracker built for European retail investors. It offers tax reports for 17 countries (Germany, France, Spain, Netherlands, Italy, UK, US, Switzerland, Austria, Portugal, Belgium, Ireland, Sweden, Denmark, Norway, Finland, Poland) with AI Tax Assistant, a stock screener covering 600+ stocks, net worth tracking (real estate, savings, pensions), broker auto-sync via SnapTrade (20+ brokerages), 14 broker CSV import formats, AI-powered analysis in your native language, dividend tracking and projections, performance metrics (TTWROR, XIRR, Sharpe, Max Drawdown), portfolio simulator (backtesting, what-if, stress testing), and 4 dashboard themes. Available in 35 European languages with 21-currency support.

## Pricing

- Free (Folio): Limited holdings and AI usage, real-time quotes, charts, growth projection, broker import, earnings calendar for your holdings
- Trefolio (paid — see /landing for current launch vs regular monthly/annual EUR pricing): One subscription includes all premium features: higher limits, tax reports (17 countries), stock screener, portfolio simulator, net worth tracking, fundamentals, intelligence, economic indicators, SnapTrade broker sync, all dashboard themes, IPO calendar, WhatsApp/device alerts, and more

## Key Pages

- Landing: https://trefolio.com/landing
- Blog: https://trefolio.com/blog
- Interactive Demo: https://trefolio.com/demo
- Sign Up: https://trefolio.com/signup
- Contact: https://trefolio.com/contact
- Release Notes: https://trefolio.com/releasenotes
- trefolio Leaf (device): https://trefolio.com/leaf
- Privacy Policy: https://trefolio.com/privacy
- Terms of Service: https://trefolio.com/terms

## Trefolio ecosystem

- Will (AI notes): https://will.trefolio.com — Telegram-first open-source AI note-taking assistant (MIT).
- Clara (personal finance): https://clara.trefolio.com — Chat-first open-source AI expense assistant with public and per-user MCP servers (MIT).

## Blog Articles

- Best Portfolio Trackers for European Investors in 2026: https://trefolio.com/blog/best-portfolio-trackers-europe-2026
- How to Import Your DEGIRO Portfolio: https://trefolio.com/blog/how-to-import-degiro-portfolio
- How to Import Interactive Brokers Trades: https://trefolio.com/blog/how-to-import-interactive-brokers
- Free vs Paid Portfolio Trackers: https://trefolio.com/blog/free-vs-paid-portfolio-trackers
- AI Portfolio Analysis Explained: https://trefolio.com/blog/ai-portfolio-analysis-explained
- Stock Tax Reports for 17 Countries: https://trefolio.com/blog/stock-tax-reports-17-countries
- Dividend Tracking & Projections: https://trefolio.com/blog/dividend-tracking-projections-european-investors
- Portfolio Simulator (Backtest, What-If, Stress Test): https://trefolio.com/blog/portfolio-simulator-backtesting-what-if
- Stock Screener for European Exchanges: https://trefolio.com/blog/stock-screener-european-exchanges
- Performance Metrics (TTWROR, IRR, Sharpe): https://trefolio.com/blog/portfolio-performance-metrics-ttwror-irr
- Price Alerts (WhatsApp, Push, Email): https://trefolio.com/blog/stock-price-alerts-whatsapp-push-email
- Net Worth Tracking: https://trefolio.com/blog/net-worth-tracker-beyond-stocks
- Auto-Sync Broker via SnapTrade: https://trefolio.com/blog/auto-sync-broker-snaptrade
- Earnings Calendar & Economic Events: https://trefolio.com/blog/earnings-calendar-economic-events-investors
- trefolio Leaf AMOLED Display: https://trefolio.com/blog/trefolio-leaf-amoled-portfolio-display

## Multi-Language Blog (Broker & Tax Guides)

Blog content is available in 10 European languages with broker-specific and tax-specific guides:
- Spanish: https://trefolio.com/blog/es
- French: https://trefolio.com/blog/fr
- German: https://trefolio.com/blog/de
- Italian: https://trefolio.com/blog/it
- Portuguese: https://trefolio.com/blog/pt
- Dutch: https://trefolio.com/blog/nl
- Polish: https://trefolio.com/blog/pl
- Swedish: https://trefolio.com/blog/sv
- Danish: https://trefolio.com/blog/da
- Finnish: https://trefolio.com/blog/fi

## Optional

- [Full details](https://trefolio.com/llms-full.txt)
- [LLM integration API](https://trefolio.com/api/docs) — OpenAPI, MCP, Warren MOAT docs for agents
- [Claude Desktop MCP setup](https://trefolio.com/api/docs/claude-desktop) — PAT auth (not OAuth Client ID)
- [OpenAPI spec](https://trefolio.com/openapi.json)
- [Warren MOAT guide](https://trefolio.com/api/docs/warren-moat)