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Your wealth, unified

Your whole financial picture in one place

Profolio is a UK net worth tracker. Add your investments, property and mortgages, debts and savings, import your bank statements, and see what you own and owe in one view.

No bank login needed
14-day free trial
Two-factor authentication

See your net worth over time

Your net worth is worked out from what you record and from market prices, which are updated several times a day. Its history builds up from the day you start.

Example data
Profolio dashboard showing example demo data: net worth, assets, liabilities, monthly spending and income, and properties
The dashboard in demo mode. Every figure is sample data, not a real portfolio. .

Investments priced by ticker

Add stocks, ETFs and crypto by ticker, with prices updated several times a day. Import your Trading 212 holdings with your own API key.

How investment tracking works

Property and mortgages alongside everything else

Find a property with Google address lookup, then add its mortgage and any rental income. You set the value, and your equity counts towards your net worth.

How property tracking works

Import bank statements without linking your bank

CSV and PDF statements from UK banks, including Monzo, NatWest, RBS and American Express. The file is read in your browser, and only the transactions you confirm are saved.

How statement import works

Keep business spending separate

For sole traders and directors with a business account: business transactions go into their own ledger and stay out of your personal spending.

How business accounts work

Private by design

Optional two-factor authentication, encrypted secrets, and checks on every request that you only reach your own data. Export or delete your data at any time.

Who makes Profolio

Try the demo, or start a 14-day free trial

Look round the demo with sample data first, no account needed. When you are ready, Profolio is £9.99 a month or £95.90 a year, including UK VAT, after a 14-day free trial.

14-day free trial • Card required • Cancel any time