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pfolio.io icon

pfolio.io

Portfolio optimisation and asset allocation tools for self-directed investors.

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Cost / License

  • Subscription
  • Proprietary

Application type

Platforms

  • Online
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Features

  1.  Currency Conversion
  2.  Ad-free
  3.  Import CSV Data
  4.  Support for multiple currencies
  5.  Asset Management
  6.  Portfolio Management
  7.  Portfolio Tracking

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pfolio.io information

pfolio.io was added to AlternativeTo by pfolio on and this page was last updated .
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What is pfolio.io?

pfolio is a DIY investing platform for self-directed investors who want to build and manage their own investment portfolios without a financial advisor or robo-advisor. It provides portfolio optimisation using Modern Portfolio Theory, asset allocation tools, risk analytics (Sharpe ratio, max drawdown, VaR), automated rebalancing instructions, and market data going back to the 1930s across ETFs, stocks, futures, crypto and more.