Premium portfolio tracking for modern investors

Fillfolio

A crisp, trustworthy portfolio command center for stocks, ETFs, funds, crypto, currency, and cash accounting. Built around a real transaction ledger, not a decorative dashboard.

Invited beta sign in

Private beta access is reviewed manually. Approved users can sign in with their invited email.

$612K
Private beta AUM
3
Portfolios
14
Holdings

Net worth

$612,480.44

+2.14% today

All portfolios

Return

+21.7%

Cash

$39.9K

Benchmark

+16.4%

Allocation

Stocks31%
ETFs30%
Funds18%
Crypto14%
Cash and Currency7%

Top movers

NVDA

NVIDIA

$21,357.00

+3.86%

BTC

Bitcoin

$144,960.00

+3.37%

VTI

Total Market

$45,223.00

+0.30%

SCHD

Dividend Equity

$41,891.00

-0.82%

Phase 1 frontend core

A complete product surface before the backend arrives.

Multi-account truth

Track brokerages, retirement accounts, exchanges, wallets, and cash in one clear operating view.

Coverage

4 markets

Data model

Ledger first

Backend path

D1 ready

Import-first workflow

A polished CSV import flow for mapping, validation, duplicate review, and clean ledger entries.

Performance clarity

Portfolio returns, benchmark context, allocation drift, and contributor analysis without noise.

Built for trust

A ledger-first model, explicit data lineage, and clean architecture ready for production backends.

Free

$0 USD

Manual tracking and one portfolio

  • Clean portfolio core
  • Ledger-first data
  • Clear billing policies

Pro

Current focus
$8 USD / month

Unlimited portfolios, imports, and market coverage

  • Clean portfolio core
  • Ledger-first data
  • Clear billing policies

Team

Coming soon

Family offices and advisor collaboration

  • Clean portfolio core
  • Ledger-first data
  • Clear billing policies
Private beta · D1 and Stripe ready

Production-shaped, frontend-first.