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
Refolio helps you organize stocks and cash, understand allocation, and plan portfolio adjustments before you act.
Track stock and cash holdings together, then group them into allocations that match how you think about your portfolio.
Check holding value, daily movement, total return, and configurable summary ranges without noisy feeds or trading clutter.
Use Refolio Plus to model rebalance changes and turn them into a guided plan you can follow step by step.
Rebalance planning
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
Review price movement, market value, shares, cost basis, and performance ranges from a focused holding detail page.
Simple by design
Refolio is for informational and planning purposes only. It does not provide investment, tax, legal, or financial advice and does not execute trades.
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