deFolio is a powerful, web-based portfolio management tool for investors who want to aggregate and analyze their investments across multiple brokers. With support for major brokers including Fidelity, Schwab, Vanguard, and more, deFolio provides a comprehensive view of your entire investment portfolio.
Analyze your holdings with in-depth performance metrics, including profit and loss, percent gain, and more. Identify your top performers and laggards to make informed decisions about your portfolio.
Manage your investments with ease, including the ability to track transactions, update prices, and generate reports. Stay on top of your financial goals with deFolio's comprehensive management tools.
Create and manage custom watchlists to track your favorite stocks, ETFs, mutual funds, options, and crypto. Integrate your watchlists with the analyst and management tools for seamless portfolio tracking and decision-making.
Generate detailed reports of your holdings, including breakdowns by asset class, account type, and more. Export your reports in various formats, including CSV and PDF, for easy sharing and analysis.
Import and combine investment data from multiple brokers into a single, unified view. Supported formats include CSV and JSON.
Filter your portfolio by broker, account type, asset class, and use powerful search functionality to find specific investments.
Visualize your portfolio with interactive charts showing asset allocation, performance metrics, and distribution across accounts.
Keep your portfolio current with one-click price updates for stocks, ETFs, and mutual funds.
All data is stored locally in your browser using localStorage. No data is sent to external servers except when updating prices through the NASDAQ API. You can export your data at any time and clear it from the browser when needed.
deFolio is designed with privacy in mind. Your data is never collected or shared with third parties.
All portfolio calculations and rendering are done on your computer, not on a remote server. This ensures that your data remains private and secure.
You have complete control over your data. You can choose to store it locally, export it, or delete it at any time.
Click the file input button and select your exported CSV files from your brokers. deFolio automatically detects the broker format and processes the data accordingly. You can also import previously exported JSON data from deFolio.
*For full broker and account type recognition, include the firm and account type in the filename. For example, a Fidelity Roth brokerage account CSV file could be named "Fidelity_Roth_random69file7you11get420downloading.csv".
Currently supported brokers include:
The charting system allows you to visualize your portfolio in multiple ways:
All data is stored locally in your browser using localStorage. No data is sent to external servers except when updating prices through the NASDAQ API. You can export your data at any time and clear it from the browser when needed.