5 accounts, read-only, synced 0.6s ago
Every account,
one plan_
PerkFolio reads your brokerages, exchanges and wallets, compares them to your target mix, and hands you the exact list of what to sell and buy, in which account. It can't place a trade. That's the point.
what you get
Built for people with better things to do.
Know where you stand
Live value, drift and profit & loss across every account. No spreadsheet, no mental math, no logging into five sites.
Every account, one place
Brokerages, exchanges and wallets sync through read-only connections. 50+ integrations, refreshed in under a second, and not one of them can move money.
The plan, on a schedule
Set targets once. Monthly, quarterly, or when drift crosses your band, a fresh plan arrives by push and email: what to sell, what to buy, in which account.
One useful nudge
One alert when something actually drifted, with the fix attached. Not forty notifications, and never a trade placed on your behalf.
Most portfolio tools want permission to trade for you.
We never will. We hand you the plan.
how it works
Three steps. Then you place the trades.
connect, read-only
Link your brokerages, exchanges and wallets in a few minutes. PerkFolio can see balances and positions. It cannot place, change or cancel an order.
set your targets
Group holdings into pies and give each a target. Nest them for households, goals or a crypto sleeve inside a stock portfolio.
get the plan
Sells first, then buys, with units, dollars and the account for each. Print it, copy it, or read it in your AI assistant. Place the trades at your broker, then mark it done.
made for
Same plan. Written for how you invest.
index investors
Your annual rebalance, done in ten minutes.
Three-fund portfolio across a 401(k), IRA and taxable
couples & households
Six accounts. Two people. One rebalance plan.
Both partners' accounts in one picture, one to-do list
stocks + crypto
Bitcoin ran. Your allocation didn't ask permission.
Keep crypto at the size you chose next to your ETFs
ai assistant users
Ask your assistant what to rebalance.
Ask Claude or ChatGPT what to rebalance, read-only by design
pricing
Every tool, every plan. Pay for scale.
free
The whole toolkit for your first account, rebalance plan included.
- ✓ Every tool, including the rebalance plan
- ✓ 1 brokerage or exchange connection
- ✓ 3 pies (target groups)
- ✓ 3 dashboard views
- ✓ Scheduled plans by push + email
- ✓ Read-only MCP server for your AI assistant
pro
For households and portfolios spread across many accounts, exchanges and goals.
- ✓ Everything in Free
- ✓ Unlimited connections
- ✓ Unlimited pies and nested targets
- ✓ Unlimited dashboard views
- ✓ Household-scale schedules and drift alerts
- ✓ Priority sync