From scattered spreadsheets to one clear view of what you own and owe. See how Profolio helps you track and understand your wealth.
Get up and running with Profolio in minutes. Start simple, scale as your needs grow.
Add holdings by ticker, import bank statements as CSV or PDF, or connect Trading 212 with your own API key. Add properties and liabilities alongside them.
Imported transactions are categorised for you. Check them, change any category, and confirm only the ones you want to keep.
Your dashboard brings assets, properties, liabilities and spending together, with market prices that are regularly updated.
Everything you need to track and understand your wealth, without compromising on privacy or control.
Bank statements are read in your browser. Only the transactions you confirm are saved; the file is never uploaded.
Track property values, mortgages and other debts, and see them counted in your net worth.
Two-factor authentication, encrypted secrets and per-account access checks on every request.
Prices for the tickers you hold are fetched several times a day. They are not live and can be delayed.
Get answers to common questions about Profolio.
Yes. Your portfolio is visible only to your account, and sensitive secrets such as 2FA keys and provider API keys are encrypted at rest.
Add stocks, ETFs and crypto by ticker and their prices sync automatically. Import bank statements as CSV or PDF, and track properties and liabilities alongside them.
Profolio is £9.99 a month or £95.90 a year, after a 14-day free trial. A card is required to start the trial.
See your whole financial picture in one place. Start a 14-day trial today.
14-day free trial • Card required • Cancel any time