Portfoyo — All your investments in one private dashboard

Q: Which brokerages can I connect?

Portfoyo connects through SnapTrade, which supports 35+ brokerages across the US, Canada, Europe, Australia, and India — including Robinhood, Schwab, Fidelity, Vanguard, E*TRADE, Wealthsimple, Questrade, Webull, Trading 212, Interactive Brokers, and crypto exchanges like Coinbase and Kraken. See the full coverage list on our coverage page.

Q: Is my brokerage data safe?

Brokerage connections are read-only — Portfoyo can see your holdings and activity but can never trade or move money. Connections run through SnapTrade, a regulated aggregator, and your data is tied only to your account.

Q: Are prices live?

Prices come from Twelve Data on a licensed business plan. US stocks and ETFs are real-time during market hours; crypto, forex and commodities are real-time around the clock; and Europe, the UK, Canada, India and 70+ other exchanges are end-of-day at launch. Every holding shows its exact data status.

Q: Does it track dividends?

Yes. Portfoyo projects your annual dividend income, yield and yield-on-cost, shows a 12-month income chart, upcoming payouts, top payers, and an income-health read on concentration and sustainability.

Q: Will it cost anything?

The core tracker is free. A premium tier will come later and is still being shaped. As a thank-you, every waitlist member gets a code for 50% off the yearly plan when premium launches.

How it works

From scattered accounts to one clear picture

Three steps to the truth behind your net worth — connected or manual, it all lands in the same clean view.

01

Connect or add

Link supported brokerages through SnapTrade — strictly read-only — or add any holding by hand: stocks, crypto, cash, commodities and more.

02

See the truth

Licensed prices value every position with an honest freshness label, then Portfoyo computes your real net worth and true realized vs. unrealized performance.

03

Track & decide

Read your allocation, concentration, dividend income and monthly recaps — so you rebalance and act from a clear picture, not a guess.

Apple holding detail: real-time price, your position, and key stats

01 Every holding, in depth

Tap any holding — see the whole story

Open any position for a real-time, native-currency quote with an honest freshness label, your cost basis and today's move, plus the full buy/sell history behind it.

Real-time price, clearly tagged real-time / end-of-day
Your position — value, today's change, weighted-avg cost
Full transaction history, realized vs. unrealized split
Key stats — market cap, P/E, 52-week range, dividend yield

02 Brokerage sync · SnapTrade

Link your accounts, read-only

Portfoyo connects through SnapTrade, a regulated aggregator, to import your accounts, positions, and buy/sell activity. The connection is strictly read-only — Portfoyo can never place a trade or move your money. Refresh on demand, and reconnect in a tap if a link ever drops.

35+ brokerages across the US, Canada, Europe, Australia & India
Account types: Individual, Roth/Traditional IRA, Joint, Margin, 401(k), Crypto
On-demand refresh & one-tap reconnect

See every supported brokerage →

Read-only SnapTrade

03 Dividend income

The cash your portfolio pays you

Most trackers stop at price. Portfoyo projects the income your holdings generate — what's coming, who pays it, and how healthy that stream is — so you can build toward cash flow, not just gains.

Projected annual income, yield & yield-on-cost
12-month payout history & an upcoming payments countdown
Top payers ranked, with an income-health read on concentration

Dividend income: projected annual income, yield, and upcoming payments

04 Allocation & concentration

See exactly how you're balanced

An instant visual breakdown by asset class, sector, and account, across everything you hold. Switch the donut between views and read your concentration at a glance — so you rebalance from a clear picture instead of a guess.

Donut by position, asset type, or sector
Concentration stats — Top & Top 3 weight
Breakdown by account, all in one place

05 Performance

Realized vs. unrealized, never mixed

Active holdings stay separate from positions you've already sold — so you see how your open portfolio is doing and how your past decisions actually played out. Cost basis is computed as a weighted average from your real ledger, not a guess.

Open vs. closed positions, each with its own P/L
Weighted-average cost basis & ROI
Performance history charted over time

Performance metrics: realized and unrealized gains over time

Global marketsTwelve Data

US Stocks

US ETFs₿ Crypto💱 Forex🛢️ Commodities

Pre / Post

LSE

Xetra

Euronext

SIX

TSX

NSE · BSE

Tokyo

HKEX

B3

BME

Real-time End of day 70+ markets

Every holding tagged — real-time or end-of-day, always visible.

06 Market data · Twelve Data

Prices you can trust — and a label that's honest

Quotes come from Twelve Data on a licensed business plan with the rights to display market data in-app. Coverage spans 70+ markets, and every holding shows exactly how fresh its price is — no pretending an end-of-day quote is live.

Real-time US stocks & ETFs in market hours, plus pre/post-market
24/7 real-time crypto, forex & commodities
End-of-day across 70+ global exchanges — Europe, the UK, Canada & India
Every holding tagged with its exact freshness — no guessing

See full market-data coverage →

All in one app

And everything else your portfolio needs

The depth is there when you want it — without leaving for another app.

Insights & analytics

Total return, profit factor, and your best and worst performers — the why behind the number, not just the number.

Return +12.4% Profit factor 2.8 Best NVDA +31%

Monthly recaps

Capital in and out, your best exit by ROI, top buy and sell, and the positions you held with conviction.

Per-holding detail

Price history, your position, "held across" accounts, fundamentals, and day & 52-week trading stats.

Manual & multi-asset

Stocks, ETFs, crypto, commodities, bonds, FX, cash, options — by quick snapshot or a dated buy/sell ledger.

Multi-currency

View your whole portfolio in USD, EUR, GBP, or TRY — converted at display time.

Activity & transactions

A clean, filterable history of every buy and sell across your connected accounts.

Privacy mode

Hide every balance with one tap — check your portfolio anywhere without showing the numbers.

Pricing

Free to track. A reward for being early.

The whole tracker is free to use. A premium tier comes later — and as a waitlist member, you help shape it.

Dashboard, performance & net worth

Brokerage sync & manual holdings

Realized vs. unrealized P/L

Allocation, dividends & recaps

Live & end-of-day prices

Multi-currency & privacy mode

Waitlist reward

50% off

the yearly plan — for joining early

When premium launches, every waitlist member gets a code for 50% off the annual plan. The premium feature set is still being shaped, and early members get the first say.

Claim my discount →

No card required now · code emailed at launch · applies to the yearly plan

Built private

Your portfolio is yours alone

A finance app should earn trust before it asks for data. Here's how Portfoyo is built.

Read-only connections

Brokerage links can view holdings and activity only — they can never place a trade or move your money.

Sign in with Apple

Sign in with Apple or email. Sessions are encrypted on-device, and each row of your data is isolated to your account.

Delete everything, anytime

One tap in the app permanently wipes your account and all of its data from our servers. No emails, no waiting.

We don't sell your data

Your financial data is never sold or shared for advertising. Portfoyo makes money from premium, not from you.

Not a broker or adviser

Portfoyo is a tracking tool. It doesn't hold your assets, execute trades, or give investment advice.

Licensed, encrypted data

Market data is licensed for in-app display, and all traffic is encrypted in transit between your device and our servers.

Coverage

35+ brokerages. 70+ markets.

See exactly which brokerages you can connect by region, and which markets and asset types stream live or end-of-day.

Explore full coverage →

Good to know

Questions, answered

When does it launch?

We're in private beta now and launching on iOS soon. Join the waitlist and we'll email you the moment it's live — early members get first access.

Which brokerages can I connect?

Portfoyo connects through SnapTrade, which supports 35+ brokerages across the US, Canada, Europe, Australia, and India — including Robinhood, Schwab, Fidelity, Vanguard, E*TRADE, Wealthsimple, Questrade, Webull, Trading 212, Interactive Brokers, and crypto exchanges like Coinbase and Kraken. See the full list →

Is my brokerage data safe?

Connections are read-only — Portfoyo can see your holdings and activity but can never trade or move money. Linking runs through SnapTrade, a regulated aggregator, and your data is tied only to your account.

Are the prices live?

Prices come from Twelve Data on a licensed business plan. US stocks/ETFs are real-time during market hours; crypto, forex and commodities are real-time around the clock; and Europe, the UK, Canada, India and 70+ other exchanges are end-of-day at launch — every holding is labeled with its exact status. See coverage →

Do I have to connect a brokerage?

No. You can track everything manually — stocks, crypto, cash, commodities, bonds, FX — and only connect brokerages if you want automatic syncing.

Does it track dividends?

Yes. Portfoyo projects your annual income, yield and yield-on-cost, charts twelve months of payouts, counts down upcoming payments, ranks your top payers, and reads income health for concentration and sustainability.

Will it cost anything?

The core tracker is free. A premium tier will come later — we're still shaping exactly what's in it. As a thank-you, every waitlist member gets a code for 50% off the yearly plan when premium launches.

Do you sell my data?

No. Your portfolio is yours. We don't sell or share your personal financial data, and you can delete your account and all of its data from inside the app at any time.

Early access

Be first through the door

Join the waitlist today. Early members get in before anyone else — plus a code for 50% off the yearly premium plan when it launches.

All your accounts and assets, in one private dashboard.