Aggregate every brokerage. Track stocks and crypto side by side. Understand your risk before the market reminds you.
Portfolio overview
Stocks, crypto, IRAs, taxable accounts — all in one view. No more tab-switching between brokerages.
Positions
Track every holding across every connected account. See unrealized gains, cost basis, and percentage returns updating live.
Total Portfolio Value
AAPL
$27,408.00
120.00 @ $228.40
QQQ
$18,684.00
45.00 @ $415.20
Profit & Loss
Monthly P&L bars, realized vs unrealized, dividend income, win rate — everything broken down so you can see what's working and what isn't.
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
Multi-account
Aggregate brokerages, crypto exchanges, and wallets. See consolidated balances and per-asset P&L across all your connections.
Accounts & Assets
Break down performance by individual security. See net P&L, total buys and sells, dividends received, and transaction count for every asset you hold.
Charts & Trends
Stacked area charts show your portfolio's trajectory. See how each asset class contributes to your total value, with time range filters for any horizon.
Portfolio Pies
Create custom allocation pies, set target weights, and get rebalancing suggestions to keep your portfolio aligned with your thesis.
Balancer
The interactive donut shows exactly how far each holding drifts from your target. Hover any slice to see the delta and get a rebalancing recommendation.
Risk & Exposure
See your exposure across sectors and categories with treemap heat maps and radar charts. Quickly spot concentration risk before it becomes a problem.
Why PerkFolio
Six core tools, zero noise. Every feature designed for investors who hold across multiple platforms.
Real-time profit and loss across every position, every account. No platform switching.
Large-cap, mid-cap, emerging — exposure categorized by risk level and concentration.
Custom asset pies to organize holdings by thesis, sector, or any category you want.
Set target allocations and get rebalancing recommendations aligned with your thesis.
Visual market activity, concentration, and outliers at a glance. Treemaps and radar.
ML-driven patterns, anomalies, and opportunities surfaced across your entire portfolio.
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