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Fillfolio - Portfolio Net Worth Tracker

All your accounts.One portfolio.

Fillfolio is portfolio and net-worth tracking software for supported investments, crypto holdings, bank balances and manual records. Available connections and features depend on your plan, institution and account permissions.

Product facts and limitations

Bank cash and credit card debt sync cover supported U.S. and Canadian accounts on ULTRA and HYPER.

Read-only connections
No trading access
Excel and AI export
FillfolioTotal net worth$527,6298 sources unified
Source bubbles are illustrative sample accounts. ULTRA and HYPER support read-only bank balance sync; debt subtracts from net worth.

Thousands of supported connections US and Canada bank sync

Brokerages & exchanges

Supported banks

Wallets & blockchains

B

Bitcoin

E

Ethereum

S

Solana

P

Polygon

BC

BNB Chain

A

Avalanche

B

Base

A

Arbitrum

O

Optimism

L

Linea

G

Gnosis

F

Fantom

F

Flare

S

Scroll

S

Story

T

Taiko

T

Telos

X

Xai

XL

X Layer

C

Chiliz

S

Sei

M

Monad

B

Bitcoin

E

Ethereum

S

Solana

P

Polygon

BC

BNB Chain

A

Avalanche

B

Base

A

Arbitrum

O

Optimism

L

Linea

G

Gnosis

F

Fantom

F

Flare

S

Scroll

S

Story

T

Taiko

T

Telos

X

Xai

XL

X Layer

C

Chiliz

S

Sei

M

Monad

Names and marks belong to their respective holders. Their use does not imply affiliation with or endorsement by those holders.

Explore tracked assets

Google Sheets™ add-on

Bring your portfolio into Google Sheets.

Import holdings, cash, and debt into your spreadsheet when you choose. Updates are manual and one-way; spreadsheet edits do not change Fillfolio. Other Google Drive™ files stay outside its access.

  • Managed report tabs
  • Numbers ready for formulas
  • Manual one-way sync
Explore the add-on

MCP / AI connections

Explore your portfolio with an AI assistant.

Connect a compatible AI app to read your portfolio and answer questions about your holdings. Access is read-only and revocable: it cannot trade, move money, change settings, or refresh providers.

  • Authenticated OAuth
  • Read-only tools
  • Revoke from Settings
Explore MCP

One clear view of your net worth.

See where each balance comes from, review your holdings, and take your portfolio into the tools you use.

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 appear together with their account details.

Read-only sync. No trading. No custody.

Fillfolio tracks your portfolio. It does not place trades, move money, or custody assets.

Questions about tracking with Fillfolio

How can I track all my investments in one place?

Connect supported brokerages, exchanges, banks and public blockchain wallets to Fillfolio, then add supported holdings manually where a connection is unavailable. Your portfolio brings the available data together while retaining account and source details. Support depends on your plan, institution and asset; coverage warnings identify incomplete data.

Can I track stocks, ETFs, crypto and bank balances together?

Yes. Fillfolio brings supported investments, exchange and wallet balances, and manual records into one portfolio with source breakdowns. ULTRA and HYPER also include eligible bank cash and credit-card debt. Not every institution, account or token is supported; excluded balances and unavailable values remain clearly identified.

Can I use Fillfolio without connecting financial accounts?

Yes. You can create manual accounts and record supported holdings, transactions, cash and liabilities without linking an institution. Keep those records up to date yourself, including purchases, sales and cash movements. Fillfolio cannot reconstruct missing account history from a manually entered holding.

How often does my portfolio update?

Account imports follow the supported schedule for each connection. Eligible manual refreshes use your plan's monthly credits. Market quotes have their own timestamps, and requesting a refresh does not guarantee newly retrieved institution data. Check each connection's import status and coverage. Manual records need your updates; a Google Sheets sync exports available Fillfolio data rather than refreshing every provider.

Can Fillfolio trade or move my money?

No. Fillfolio provides read-only tracking and does not place orders, transfer funds, take custody or sign wallet transactions. Connecting an institution authorizes the supported data access shown in its consent flow. Wallet tracking uses public addresses or supported extended public keys, never private keys or seed phrases.

Which Fillfolio plan do I need?

Choose PRO for supported international brokerage and exchange connections plus wallet tracking. ULTRA adds supported U.S. and Canadian brokerages, bank balances and credit card debt; HYPER provides higher connection and refresh allowances. Bank, cash and credit card debt sync cover supported U.S. and Canadian accounts only. Subscriptions are paid, with monthly and annual billing options; review current prices and limits on Pricing. The browser extension's limited public exact-ticker price lookup works without a paid account. Personal portfolio access requires an eligible active account.

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Bring your accounts together.

Choose the plan that fits the accounts you want to track.

View plans

ULTRA and HYPER also include opted-in bank spending, repeating monthly budgets and separately authorized AI access. Explore Spending & Budgets.