Portfolio tracker
Portfolio tracker for investments, accounts, and total wealth
A portfolio tracker should show more than market prices. Foluno organizes brokerage accounts, cash, real estate, private holdings, and liabilities in one private investment tracking platform — giving you a consolidated view of net worth.
- Multiple accounts and custom groups
- Assets and liabilities together
- Data stays in your browser session
An investment tracker built for more than one account
Stocks, ETFs, and funds are often only one part of a portfolio. Foluno brings brokerage accounts together with cash, real estate, private company holdings, loans, crypto, and other asset classes. Custom groups can represent banks, strategies, family structures, or legal entities.
- Organize positions by account and custom group
- Consolidate values in EUR or USD
- Analyze asset classes, countries, sectors, and strategies
Investment software with a complete balance sheet
Traditional portfolio software often stops at investments. Foluno places mortgages, loans, and other financing next to gross assets, making net worth, equity, and loan-to-value ratios visible without oversimplifying your ownership structure.
- Review assets and liabilities together
- Connect financing to underlying assets
- Keep valuation dates and changes traceable
Private, independent, and exportable
Foluno does not require bank connections. Portfolio data is processed in the current browser session and is not stored as a wealth profile on Foluno servers. Local JSON backups and Excel or PDF reports are available depending on plan features.
- Start free without registration
- No advertising or product placement
- Local backup instead of a permanent cloud portfolio
In the app
Try the same demo account yourself
These screenshots come from the Foluno demo. Open each view directly in the app.
Balance sheet in the app
Assets, liabilities, leverage, and net worth in one view.
Open demo balance sheet
Allocation & groups
Structure accounts and asset classes, then see the shares clearly.
Open demo overview
Product research
Research ETFs and stocks — only the search term reaches the provider.
Open demo researchFAQ
Frequently asked questions
What is a portfolio tracker?
A portfolio tracker combines investment positions, valuations, and performance in one view. A comprehensive tracker also accounts for cash, other assets, and liabilities.
Can I track multiple investment accounts?
Yes. Foluno lets you structure positions with custom groups, for example by bank, brokerage account, strategy, or ownership entity.
Does Foluno store my portfolio data?
No. Wealth data stays in the current browser session. An optional account stores account and license information only, never the portfolio itself.
Understand your investments in the context of total wealth
Start with an empty overview or explore every major view in the extensive demo portfolio.