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Investment tracking

Investment Portfolio Tracker Across Brokerages, Exchanges & Wallets

Aggregate stocks, ETFs, funds, crypto assets, currencies, and manual positions while preserving account, source, price, and P/L context.

Choose a plan How it works

Available reporting surfaces

Fillfolio separates market prices from your own quantities, source values, and cost-basis availability. Connected and manual positions can be viewed together, while unknown cost basis or missing prices remain unavailable instead of being reported as zero.

Cross-account holdings

Combine the same asset across eligible brokerage, exchange, wallet, and manual positions while retaining per-account exposure.

Allocation and performance context

Review holding values and allocation. A 24-hour quote change describes market movement; personal P/L compares your current value with reliable cost basis. Missing basis leaves personal P/L unavailable.

Read-only connections

Fillfolio cannot place trades, transfer assets, sign wallet transactions, or take custody of investments.

Workflow

A portfolio record built from real sources

  1. 01

    Collect positions from each source

    Connect eligible investment accounts and public addresses, then add any remaining stocks, ETFs, funds, crypto, currencies, or transactions manually.

  2. 02

    Reconcile identity, value, and cost basis

    Positions retain exact asset and account identities. Synced source values remain authoritative where required, while market quotes supply public price context.

  3. 03

    Review allocation without losing provenance

    Filter the dashboard and visualiser while account names, source types, coverage, and unavailable states remain attached to each position.

Example

One view, distinct sources

The combined value is useful because each position still shows where it came from and whether price, currency, and cost-basis data are complete.

Brokerage stocks and ETFs
$82,000
Exchange crypto
$12,500
Public-address wallets
$8,000
Manual fund position
$4,500

Choose a manual worksheet or connected reports

Free manual worksheet

Enter up to 200 positions in the free portfolio worksheet. Use one reporting currency, record observed prices and a review date, and update your inputs as holdings change. The worksheet compares allocation with your targets and shows known P/L where you supply cost basis.

Use the free portfolio template

Paid Fillfolio reports

Connect supported sources or keep manual records in Fillfolio. Paid plans include a manual, one-way Sheets export of stored portfolio data. Review import status in Fillfolio and keep personal formulas outside the managed report ranges.

Read the paid Sheets sync setup

Review connection guides

Check your institution or network before combining holdings from connected accounts.

Questions

How your data is handled

Can Fillfolio combine the same asset held in several accounts?

Yes. The portfolio can aggregate the holding while preserving account and source breakdowns.

What happens when cost basis is missing?

The holding can still show current exposure when a reliable value exists, but total P/L stays unavailable and aggregate P/L reports its coverage.

Does Fillfolio provide historical market charts?

Fillfolio uses current market and trusted 24-hour quote data where available. It does not fabricate historical performance series when a genuine history source is unavailable.

Can I download my portfolio for Excel or another tool?

Yes. Eligible accounts can download the available XLSX, CSV and ZIP reports from Export, using supported portfolio scopes or saved views. Reports preserve source and currency context and include coverage notes where data is incomplete. They are snapshots of available data, not a live Excel connection, and contain full financial values even when Privacy Mode is on.

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 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 I save a portfolio review in Notion?

Preview a stored portfolio report in Fillfolio, then approve saving it as a new child page under a Notion page you authorize. Page exports use the Notion API and do not require Notion AI. A saved review does not update itself or change Fillfolio.

View all FAQs
Stock trackerETF trackerSupported brokerages

Examples are illustrative and are not live account data. Fillfolio is portfolio tracking software, not investment, tax, or legal advice. Connected-source availability and completeness depend on the source and account type.