Portfolio Intelligence Platform

Your entire wealth, one clear view.

Stocks, crypto, bonds, real estate — unified, analyzed, and always up to date. Built for investors who take their capital seriously.

Start tracking free See how it works
$2.4B+
Assets tracked
99.9%
Uptime
Stocks & ETFs
Bonds
Cryptocurrency
Real Estate
IBKR Integration
Tax Estimator
FIRE Calculator
ETF Overlap
Stocks & ETFs
Bonds
Cryptocurrency
Real Estate
IBKR Integration
Tax Estimator
FIRE Calculator
ETF Overlap
Asset classes

Everything you own,
finally connected

All asset classes in one place, tracked in real time.

01Equities
Stocks & ETFs
Full IBKR integration. Import your entire portfolio with one CSV. Live prices, P&L, daily changes — all auto-updated.
IBKR Integration
02Fixed Income
Bonds
Automatic coupon and interest tracking. Know exactly when your next payment arrives and what you'll net.
Fixed income tracking
03Crypto
Cryptocurrency
Your crypto in the context of total wealth — not a separate app. See allocation, performance, and correlation with traditional assets.
Cross-asset view
BTC58%
ETH24%
Other18%
04Real Estate
Real Estate ROI
Calculate net yield, cash-on-cash returns, and how your properties stack up against other asset classes in your portfolio.
ROI Calculator
Net Yield
7.2%
CoC Return
11.4%
05Cash
Cash & Deposits
Bank deposits, savings accounts, and cash reserves — tracked in any currency. See how your cash allocation evolves relative to your total wealth.
Multi-currency
USD$12,400
EUR€3,200
UAH₴45,000
06Precious Metals
Precious Metals
Gold, silver, and other precious metals — tracked by weight and current spot price. Understand how hard assets protect your portfolio against inflation.
Spot price tracking
Gold
$3,312/oz
Silver
$32.4/oz
07Collectibles
Collectibles
Art, watches, wine, sneakers, trading cards — add any alternative asset with a custom valuation. Track how your collection grows as part of your net worth.
Custom valuation
Rolex Daytona $28,000
Art collection $14,500
Strategic tools

Not just a tracker.
A decision engine.

Built-in analytical tools that turn raw numbers into actionable intelligence.

FIRE Calculator

Interactive projection showing exactly when your passive income crosses your expense line. Adjust contributions, withdrawal rate, and expected returns in real time.

ETF Overlap Checker

Detect hidden concentration risk. See exactly which stocks appear in multiple ETFs and how much of your capital is duplicated across positions.

Tax Estimator

Instant tax liability breakdown. Instant breakdown of estimated tax liability per position, asset class, and holding period. Net profit always visible.

Wealth Runway

How long can you sustain your lifestyle without working? The gauge updates live as your portfolio value and passive income change.

Portfolio Rebalancing

Set your target allocation and get exact buy/sell instructions. Visual progress bars show drift at a glance.

Stocks
72% / 60%
Bonds
18% / 25%
Crypto
10% / 15%
Suggested action
SELL $840
in Stocks
BUY $560
in Bonds + Crypto
Inside the app

Everything at a glance

A unified view of your entire financial picture — live prices, allocation, analytics, and goals in one dashboard.

Why watchfol.io

Built for the
serious investor

Live prices
Real-time data for stocks, ETFs, crypto, and FX rates. Your portfolio value updates every 60 seconds during market hours.
Multi-portfolio
Separate portfolios for different strategies or family members. Switch between them instantly, compare performance side by side.
Dividend calendar
Never miss a dividend or coupon payment. Visual calendar with expected income grouped by month and year.
Allocation charts
Nine built-in allocation views — by sector, region, currency, risk level, income type, and more. All updated automatically.
Currency impact
See how much of your return is actual growth vs. UAH devaluation. Critical insight for USD-denominated assets held by UA investors.
Watchlist
Track tickers you're watching without adding them to your portfolio. Live prices, P/E, 52-week range, and analyst targets in one row.
Goals

Set goals.
Track progress.
Achieve them.

Define what financial freedom means to you — whether it's a down payment, early retirement, or your first $100K. Watchfol.io tracks your journey in real time.

Link goals to portfolios
Attach a specific portfolio to a goal and see exactly how close you are.
Deadline & milestone tracking
Set a target date and amount. Get projected completion based on current growth rate.
Multiple goals, one view
Retirement, home, education — manage all your goals side by side without confusion.
My Goals
Buy an apartment
Target: $80,000 · Dec 2026
68%
$54,400 saved$25,600 to go
FIRE Fund
Target: $500,000 · 2035
12%
$60,000 savedOn track
Sabbatical fund
Target: $15,000 · Jun 2025
100%
Goal achieved!
Security

Your data.
Your control.

We built Watchfol.io with privacy as a core principle — not an afterthought.

Zero account access
We never connect to your brokerage. No credentials, no read access, no tokens. You import data yourself — it stays with you.
No third-party sharing
Your portfolio data is never sold, shared, or used for advertising. We connect only to price APIs for live quotes — nothing else leaves our system.
Encrypted & anonymised
All data is encrypted at rest and in transit. Personal identifiers are anonymised. Your financial picture is yours alone.
Pricing

Simple, transparent

No hidden fees. Cancel any time. Start free.

Free
$0
forever
  • 1 portfolio, up to 10 assets
  • Crypto & Bonds tracking
  • Live prices
  • Dashboard & allocation charts
  • Dividend calendar
  • FIRE Calculator
  • Wealth Runway
  • 1 watchlist
Get started free
Most popular
Plus
$6.66
per month · $66.70/yr
  • Up to 3 portfolios
  • 3 watchlists + unlimited CSV
  • Portfolio Health score
  • Goals tracking
  • Sector & currency analytics
  • Dividend & income analytics
  • Rebalancing tool
  • ETF Overlap checker
  • Tax calculator
  • Reports & export
Start free trial
Pro
$12.49
per month · $124.90/yr
  • Unlimited portfolios
  • Exchange CSV import (Crypto & Earn)
  • Risk analytics (Sharpe, Sortino, VaR)
  • Monte Carlo simulation
  • DCA & scenario engine
  • AI portfolio analysis
  • Guru Portfolios
  • Price & dividend alerts
  • Priority support
Get started
FAQ

Common questions

How does the IBKR import work?
Download your Activity Statement CSV from IBKR Client Portal, drag it into Watchfol.io — that's it. We parse positions, quantities, average costs, and transaction history automatically. Your data never leaves your browser.
Is my financial data secure?
We never store your brokerage credentials. Portfolio data is encrypted at rest and in transit. CSV imports are processed client-side — nothing is sent to our servers. We connect to price APIs for live quotes only.
Does it work for investors outside the US?
Yes — Watchfol.io is built for investors worldwide. We support multi-currency portfolios, international asset classes including stocks, ETFs, crypto, and bonds, with region-agnostic tax and analytics tools.
Can I track real estate alongside stocks?
Absolutely. Add properties with purchase price, monthly rent, and expenses — we calculate net yield, cash-on-cash return, and include the value in your total portfolio allocation charts automatically.
What happens if I cancel my subscription?
You keep access until the end of your billing period. After that, your account reverts to the Free tier — you keep your data, but Pro features are disabled. You can export your portfolio data at any time.
Get started

Stop guessing.
Start knowing.

Track every asset class in one place — stocks, crypto, bonds, and more. Free forever, no card required.

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