Assets
Market data and tools for every asset class
ETFs, stocks, futures, crypto, currencies and more—with historical data going back to the 1930s and full customisation options.
Market data at your fingertips
Access asset data for all major financial instruments incl. ETFs, US & intl. stocks, futures, currencies, cryptocurrencies, and indices.
Long-term historical data—going back to the 1930s for some assets—is provided and data quality is rigorously checked by our algorithms.
Long-term historical data—going back to the 1930s for some assets—is provided and data quality is rigorously checked by our algorithms.
How to manage your assets
Build your own asset
Asset data used in portfolios must reflect the unique situation of the investor. Our extensive options to modify asset data help you to do that.
Options include: converting an asset to a different base currency, building continuous futures with customisable roll settings, or backfilling an asset.
Options include: converting an asset to a different base currency, building continuous futures with customisable roll settings, or backfilling an asset.
How to build an asset
Import your own asset
While most investors will find the asset data provided by pfolio to be sufficient, we also offer import functionality for those who need it.
Your asset data can be imported via a hosted file or via Google Sheets. Once set-up, your data will be refreshed on a daily basis in our platform.
Your asset data can be imported via a hosted file or via Google Sheets. Once set-up, your data will be refreshed on a daily basis in our platform.
How to import asset data
Why pfolio?
DIY investing without the downsides
Managing your own investments allows for the highest degree of flexibility while minimising fees.
However, DIY investing can be time consuming, complicated & scary. Not with pfolio.
pfolio is investing optimised for performance, flexibility & efficiency.
However, DIY investing can be time consuming, complicated & scary. Not with pfolio.
pfolio is investing optimised for performance, flexibility & efficiency.
Performance
Access institutional-quality market data for ETFs, stocks, futures, currencies and crypto—going back to the 1930s—to build portfolios grounded in long-term evidence.
Flexibility
Customise any asset to match your situation: convert to your base currency, build continuous futures, backfill gaps, or import your own data via Google Sheets, upload or any hosted file.
Efficiency
Rigorous algorithmic data quality checks mean you spend less time cleaning data and more time making informed, data-driven portfolio decisions.
Get started now
It is never too early and it is never too late to start investing. With pfolio, everybody can be their own wealth manager.
