See the whole picture
Track stock and cash holdings together, then group them into allocations that match how you think about your portfolio.
Portfolio tracking for focused investors
Track your portfolio. Plan your rebalance.
Refolio helps you organize stocks and cash, understand allocation, and plan portfolio adjustments before you act.
Stocks + cash
Custom allocations
Guided rebalance plans
Total Assets
$23,503.64
MTD +0.73%
Review performance clearly
Check holding value, daily movement, total return, and configurable summary ranges without noisy feeds or trading clutter.
Plan before moving money
Use Refolio Plus to model rebalance changes and turn them into a guided plan you can follow step by step.
Rebalance planning
Adjust holdings and preview the impact.
Change shares, prices, or cash flow and watch your allocation update before anything is applied. Refolio keeps planning separate from trading, so you stay in control.
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
Built for investors who manage their own portfolio.
Refolio is for informational and planning purposes only. It does not provide investment, tax, legal, or financial advice and does not execute trades.
Get Refolio