Live P&L with risk in context
Real-time profit and loss across every position and account, with exposure grouped so concentration and gaps are obvious, not buried in export files.
Portfolio analytics, clarified
See everything
Miss nothing
Every brokerage, exchange, and wallet — one real-time dashboard. Track P&L across stocks and crypto, spot concentration risk, and finally invest with the full picture.
Total 100.0% of 100%
Figures and charts shown are illustrative sample data for demonstration.
Alpaca · 
Chase · 
Coinbase · 
E*TRADE · 
Empower · 
Fidelity · 
Interactive Brokers · 
Kraken · 
Moomoo · 
Public · 
Robinhood · 
Schwab · 
tastytrade · 
TradeStation · 
Tradier · 
Vanguard · 
Webull · 
Wells Fargo · Alpaca · Chase · Coinbase · E*TRADE · Empower · Fidelity · Interactive Brokers · Kraken · Moomoo · Public · Robinhood · Schwab · tastytrade · TradeStation · Tradier · Vanguard · Webull · Wells Fargo · Alpaca · Chase · Coinbase · E*TRADE · Empower · Fidelity · Interactive Brokers · Kraken · Moomoo · Public · Robinhood · Schwab · tastytrade · TradeStation · Tradier · Vanguard · Webull · Wells Fargo · Why we exist
Most investors still see their wealth in fragments: one brokerage here, one exchange there, and they decide without the full map.
PerkFolio connects your accounts read-only, unifies stocks and crypto, and surfaces analytics worthy of the data you already own. No hype, no hand-waving.
Portfolio Pies
Targets, drift, and concentration
Set allocation pies, watch drift from your thesis, and pressure-test exposure with treemap and radar views side by side.
Risk
Rebalance with eyes on where risk stacks
The donut keeps target versus actual honest; treemap and radar show where concentration builds before it becomes a headline.
Total 100.0% of 100%
Portfolio overview
Your holdings and monthly performance, together
Start from total value and live positions, then step straight into dividends, win rate, and monthly P&L bars without changing context.
Overview
One surface for positions, movers, and profit
Portfolio value and top holdings sit above a full P&L summary and trend chart so you can see what is driving results in one scroll.
Total Portfolio Value
Positions
AAPL
$27,408.00
120.00 @ $228.40
Cost $23,784.00PnL +$3,624.00+15.2%
QQQ
$18,684.00
45.00 @ $415.20
Cost $17,100.00PnL +$1,584.00+9.3%
Top Movers
P&L Summary
Net PnL
$24,891.50
Win Rate
6,240.00%
Total Buys
$186,200.00
Total Sells
$42,100.00
Dividends
$1,240.00
Transactions
156
Figures and charts shown are illustrative sample data for demonstration.
Multi-account
Accounts, assets, and growth over time
Consolidate brokerages and exchanges, inspect per-asset performance, and zoom out to how each sleeve shaped the curve.
Breakdown
Cash, activity, and the trajectory in one block
Balances and asset-level P&L pair with a stacked area view so you connect dollars today to the path that produced them.
Why PerkFolio
Built for how you invest
Three commitments that shape how we build: clarity on performance, structure for your thesis, and visuals that surface what matters.
Groups, pies, and disciplined rebalancing
Organize holdings by thesis, define target weights, and get rebalance suggestions that keep drift from quietly steering your portfolio.
Heat maps, radar, and AI-assisted reads
Treemaps, radar, and trend views surface outliers and concentration. AI highlights patterns and anomalies across everything you hold.
Linked accounts
Unified data
Read-only access
Full analytics
50+ brokerage & exchange integrations
Connect your accounts via SnapTrade. Read-only access. Your credentials never touch our servers.
Your portfolio deserves better than a spreadsheet
Start free. Connect your accounts. See the difference in seconds.
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