for stocks + crypto holders
Bitcoin ran.
Your allocation didn't ask permission.
You decided crypto should be 15% of your money. After a rally it's 31%, and your brokerage app has no idea Coinbase exists. PerkFolio puts both in one target mix and tells you exactly what to trim and what to top up, without touching either account.
sound familiar?
“My brokerage shows 60/40. It just doesn't count the 30% sitting on the exchange.”
“I keep meaning to take profits. I never know how much.”
“Every crypto tracker wants API keys with trade permission. No.”
Discipline is a number, not a feeling. Pick the crypto percentage you can sleep with and let the plan tell you when you've drifted past it.
how it works
Three steps. Then you place the trades.
Connect exchange and brokerage
Read-only on both. PerkFolio never asks for withdraw or trade permissions.
Set the mix you can hold
Stocks, bonds, crypto, cash, as one pie or nested pies. BTC and ETH can have their own targets inside “crypto”.
Get told when to trim
Set a drift alert. When crypto crosses your band, the plan arrives with the exact amount to sell and where the cash should go.
what changes
One mix, two venues
Coinbase, Kraken, Binance next to Fidelity, Schwab, IBKR. Drift is measured against the whole, not per app.
Profit-taking with a number
“Sell 0.041 BTC ≈ $2,258” is easier to act on than “maybe take some off the table”.
Read-only means read-only
No trade scopes, no withdrawal keys, no order code. If PerkFolio were breached, nothing could be moved.
Volatility-aware alerts
Crypto drifts fast. Drift alerts check on your schedule and email the plan the moment your band is crossed.
why read-only
We can't trade. That's the point.
Tools that can move your money need your trust, your API keys and a very good security team. PerkFolio needs none of that, because the worst it can do is show you a number.
No order code. Anywhere.
PerkFolio has no code path that places, previews or cancels an order. Not disabled. Not behind a flag. Absent.
Read-only connections
Brokerage and exchange links are opened with read scopes. Balances and positions come in. Nothing goes out.
You keep the keys
The plan lists exact units, amounts and accounts. You log in to your broker and place each trade yourself. Then mark it done.
questions
Can PerkFolio move my money?+
No. Connections are read-only and PerkFolio has no order-placement code at all. It reads balances and positions, works out what to sell and buy, and hands you the list. You place the trades at your broker.
Which exchanges work?+
Any exchange or wallet in SnapTrade's 50+ integrations, including Coinbase and Kraken. Self-custody wallets can be added as manual positions.
Will it tell me to sell at the bottom?+
It tells you when you've drifted past the band you set, up or down. Selling into a rally and buying into a dip is what a fixed allocation does. You decide whether to act.
What does it cost?+
Free covers one connected account, three pies and every feature, including scheduled plans. Pro removes the limits. Both tiers get the same tools; you only pay for scale.
free
$0 forever
One connected account, three pies, every feature. The rebalance plan, schedules, push and email included.
pro
∞ unlimited scale
Unlimited connections, pies and dashboard views. Same tools, more accounts. See pricing.
Pick the number. Keep the number.
Connect one account free and see how far you've drifted.
no card · read-only connections · cancel anytime
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