Investments

Your investments' mission control

Everything you need to rebalance your portfolios and to keep track of your investments' performance.
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Simple trading instructions

Every time your pfolio portfolio rebalances, follow our trading instructions to reflect the new asset allocations in your trading account.
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Track your investments

Log your trades with pfolio and track your investments over time, allowing you to get deep insights into your investment performance.
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Monitor your current P&L

Get a detailed view of your current investment positions' performance; group by asset class or other dimensions for quick insights.
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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.
Performance
Maximise risk-adjusted returns by allocating to a diversified set of assets. Reduce large drawdowns & enjoy a smoother ride.
Flexibility
Design portfolios with any assets, even import your own data. Trade via your own broker or exchange.
Efficiency
Minimise fees, limit time investment & reduce emotions with a data-driven investment strategy.

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It is never too early and it is never too late to start investing. With pfolio, everybody can be their own wealth manager.
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