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What is Stonksfolio?
Stonksfolio helps investors bring together all their portfolios, offering an organized and visual overview of investments including US and EU stocks, ETFs, and mutual funds. The platform delivers detailed analytics—such as historical performance tracking, daily value changes, and total returns—empowering users to make informed decisions about their holdings.
Comprehensive features allow drilling down into specific investments, portfolio composition analysis by asset class, sector, region, and market cap, and seamless transaction imports from supported brokers. The rebalancing and contribution calculators help investors stay aligned with their allocation strategies, making Stonksfolio suitable for passive index and ETF investing.
Features
- Portfolio Visualization: Visualize historical performance across multiple investment platforms.
- Holdings Tracking: Monitor daily value changes and overall returns of all holdings.
- Detailed Asset Breakdown: Analyze portfolios by asset class, sector, region, and market cap.
- Rebalancing Tools: Calculate contributions needed to maintain target allocation and rebalance portfolios.
- Multi-Platform Integration: Import transactions from supported brokers for consolidated tracking.
- Benchmark Comparison: Compare portfolios to indices such as S&P500 and gold.
- Public Portfolio Sharing: Generate anonymized links to share portfolio performance.
- Multi-Currency Support: Manage up to 20 multi-currency portfolios with the Pro plan.
Use Cases
- Tracking personal investment portfolios across multiple brokerage accounts.
- Visualizing the historical and current performance of all stocks, ETFs, and funds in one place.
- Comparing investment returns to popular indices for performance benchmarking.
- Analyzing asset allocation and sector/region exposure for optimization.
- Assisting with portfolio rebalancing to maintain desired risk profiles.
- Calculating contributions needed for long-term passive investment strategies.
- Effortlessly importing transaction data from supported brokers.
- Sharing anonymized investment performance with friends or online communities.
FAQs
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Which types of investments does Stonksfolio support?
Stonksfolio supports the most popular US and EU stocks, ETFs, and mutual funds, allowing users to track a wide range of investment instruments. -
Can I import transactions from my broker account?
Yes, Stonksfolio allows transaction imports from brokers such as InteractiveBrokers, ETFMatic, and Trading 212, with more integrations being added regularly. -
Is it possible to visualize portfolio performance over time?
Users can visualize the historical performance of their entire portfolio and individual holdings to monitor progress and returns over time. -
How does the rebalancing tool work?
The rebalancing tool calculates the contributions and trades needed to maintain or reach your portfolio's target allocation.
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