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Browser extension

Check your portfolio without leaving the page.

Keep your real portfolio holdings one click away while browsing and researching. Select an exact ticker for its price card, with your personal holdings when connected to an active paid account.

Holdings beside your research

Select an exact ticker on a webpage and open its price card. Connect a paid account to see your owned quantity, value, available return, and account sources in the card.

Your toolbar dashboard

Open the extension in Chrome’s toolbar for a compact portfolio dashboard, holdings, and cash. Use the privacy control to hide or show values.

Read-only by design

The extension cannot trade, transfer assets, or edit connected accounts. Its read-only authorization can be revoked from the extension or Fillfolio Settings.

Install and connect

  1. 1. Install Fillfolio from the Chrome Web Store.
  2. 2. Select MSFT, NVDA, or another exact ticker on a webpage, then click the Fillfolio button to open its price card. Public price checks are free without login.
  3. 3. Open the toolbar popup and choose Log in / connect Fillfolio for portfolio access.
  4. 4. Approve the connection while signed in with an active paid Fillfolio plan. Reopen a ticker card to see your holding; use Choose asset when the ticker has multiple matches.

Using the extension

What can I use without a paid account?

Exact-ticker public price checks work without signing in, subject to request limits. Connect an active paid Fillfolio account to view your personal holdings in the page card and your portfolio in the toolbar dashboard.

What if a ticker identifies more than one asset?

Use Choose asset to select the intended security or token. Each choice has a distinct asset identity; holdings for another asset with the same ticker are not carried over. Select an exact ticker such as MSFT, rather than a company name or a sentence.

Can I hide my values or revoke access?

Use the privacy control to hide or show values in the extension. Disconnect from its toolbar popup to revoke that browser's access, or manage the authorization in Fillfolio Settings. Public ticker-price checks remain available after disconnecting.

Does the extension trade or scan my browsing history?

No. It provides read-only price and portfolio views, responds to text you explicitly select, and does not background-scan browsing history. It cannot trade, transfer funds, or edit connected accounts.

How can I see my holdings while researching a stock online?

Install the Fillfolio browser extension and select an exact ticker such as MSFT on a webpage to open its price card. Connect an active paid account to see matching personal holdings and use the separate toolbar portfolio dashboard. Choose the correct asset when a ticker is ambiguous. Company-name recognition is not supported. Use the privacy control to show or hide personal values.

View all FAQs

Troubleshooting

If the popup says your plan is required, open Fillfolio billing and confirm your account has an active paid plan. Public selected-symbol prices still work without login.

If the selected ticker helper does not appear, confirm it is enabled in the extension popup and try selecting a known ticker such as NVDA or BTC.

To disconnect, open the extension popup and choose Disconnect. The stored browser token is removed locally and revoked on Fillfolio.

The extension does not inspect full pages or background-scan browsing history. It reacts only to explicit text selections.