Make allocation visible
Bring stocks and cash together, then group them into allocations that reflect how you actually manage your money.
Portfolio clarity, without the noise
See every holding. Know your next move.
Track stocks and cash in one clean portfolio view, then build a rebalance plan before you move a dollar.
Free on iPhone. No account required.
Stocks + cash
Custom allocations
Guided rebalance plans
Total Assets
$23,503.64
MTD +0.73%
Keep performance legible
Review holding value, price movement, cost basis, and return ranges without a feed, ads, or trading clutter.
Rebalance with a plan
Refolio Plus turns adjustments into an ordered plan, so you can follow each buy, sell, deposit, or cash move with confidence.
Rebalance planning
Test an adjustment before it becomes a decision.
Change shares, prices, or cash flow and immediately see the allocation impact. When you are ready, Refolio Plus builds a clear sequence of steps to follow.
- Adjust stock shares and cash balances
- Preview allocation changes in real time
- Follow a guided buy and sell plan
Holding detail
Understand each position without leaving the app.
Review price movement, market value, shares, cost basis, and performance ranges from a focused holding detail page.
Simple by design
A quieter way to stay close to your portfolio.
Built for self-directed investors who want a clear view of their holdings and a thoughtful way to prepare portfolio changes. Refolio does not execute trades or provide investment advice.
Get Refolio