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.
Source bubbles are illustrative sample accounts. ULTRA and HYPER support read-only bank balance sync; debt subtracts from net worth.Fidelity: $146,750
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.
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.
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.
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.
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.
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.