Fillfolio - Portfolio Net Worth Tracker
All your accounts.One portfolio.
Connect brokerages, exchanges, and blockchain wallets, then add manual holdings. Fillfolio turns scattered balances into one private view you can trust. ULTRA and HYPER also keep bank cash and credit-card debt in view.
Thousands of supported connections US and Canada bank sync
Brokerages & exchanges
Supported banks
Wallets & blockchains
Bitcoin
Ethereum
Solana
Polygon
BNB Chain
Avalanche
Base
Arbitrum
Optimism
Linea
Gnosis
Cronos
Chiliz
Moonbeam
Moonriver
Flow
Ronin
Lisk
Pulse
Sei
Monad
Bitcoin
Ethereum
Solana
Polygon
BNB Chain
Avalanche
Base
Arbitrum
Optimism
Linea
Gnosis
Cronos
Chiliz
Moonbeam
Moonriver
Flow
Ronin
Lisk
Pulse
Sei
Monad
Names and marks belong to their respective holders. Their use does not imply affiliation with or endorsement by those holders.
Google Sheets™ add-on
Move your connected portfolio into an organized spreadsheet.
Sync holdings, cash, liabilities, allocation, and source-aware reports into the active spreadsheet. Fillfolio writes only to its managed ranges and never scans other Google Drive™ files.
- Managed report tabs
- Masked export mode
- Manual one-way sync
MCP / AI connections
Let compatible AI assistants read the portfolio you already organized.
Authorize an approved MCP client through Fillfolio OAuth to read normalized portfolio summaries, holdings, cash, liabilities, activity, and asset details. It cannot trade, move money, change settings, or refresh connected providers.
- Authenticated OAuth
- Read-only tools
- Revoke from Settings
Thousands of tracked assets
Stocks
ETFs
Funds
Crypto
Currency
The outcome is not another dashboard. It is one number you trust.
Fillfolio keeps source detail visible while rolling everything into one exportable record and one place to check what changed.
5
source groups
Live
bank balance sync
20+
chains tracked
Know your number before you make a move.
See the total before reallocating, moving cash, selling, buying, or answering a simple question: where do I stand today?
Stop checking five apps to understand one portfolio.
Brokerages, exchanges, blockchain wallets, manual holdings, bank cash, and credit-card debt roll into one source-aware view.
Read-only sync. No trading. No custody.
Fillfolio tracks and reconciles. It does not place trades, move money, or custody assets.
Why switch to Fillfolio?
The decision is simple when the job is one private view across connected and manually tracked accounts.
| Job | Spreadsheets | Brokerage dashboards | Crypto trackers | Fillfolio |
|---|---|---|---|---|
| All accounts in one view | Manual work | One institution | Wallet-only | Yes |
| Read-only sync | No | Sometimes | Wallet-only | Yes |
| Brokerages, wallets, manual holdings | Possible, painful | No | No | Yes |
| Automated bank balances | Possible, painful | Sometimes | No | ULTRA / HYPER |
| Export-ready records | Manual | Limited | Limited | Excel and AI |
| Privacy mode for screen sharing | No | No | No | Yes |