Manage your investments
without Spreadsheets!

Keeping things highly customisable

Ask Yourself

Honestly, is this the way
to manage your investments?

Spreadsheets

Time consuming
Human errors
Hard to automate

Brokerage apps

Poor functionality
Not customizable
Impossible to set and track financial goals progress

Other tracking apps

Hard to manage several portfolios
Don't support some of my assets
Too focused on dividends

It's time for

Take control under your investments!Apply for early access

COMPOUNDFOLIO

Visualizations

Feel the power of advanced data visualization

REPLACES: Sheets, Brokerage apps, The Dividend Tracker

Portfolios

Manage multiple portfolios

Track all portfolios, like it's a single one. Or separately, combining them with each other

REPLACES: Sheets, Portsedio, Simply Safe Dividends, The Dividend Tracker

Advanced customization

Customize the platform by your own

Hide / show / move parts of the user interface, choose the way of big data representation from multiple options

REPLACES: All existing solutions. Advanced customization of user interface - our core feature!

Feature wall

Asset management have never been that easy

Informative data

Track dividends and portfolio value progress

Transactions

Form a full history of your financial dissensions

Projected passive income

Estimate, which passive income you can get in the future

Comparison

Compare performance of your portfolios, categories and assets

Automation

Setup automatic dividend reinvestment and investment account top-ups

Goals

Create images of your financial future and track your progress

Early retirement

Plan your early retirement with our advanced calculator

Numbers

Track assets from over 70 stock exchanges from all over the world

30+years of historical data

150K+tickers to search for

20K+ETFs

Frequently Asked Questions

QUESTION: Which assets I'll be able to track, except the stocks?

ANSWER: Besides stocks from over 80+ stock exchanges you're able to manage: rent cashflow, bank deposits, and custom assets (for ex. - real estate, watch, exclusive vine, car or art collections)

QUESTION: Is Compoundfolio platform available for free?

ANSWER: You can start to track your investments for 14-days free trial, no credit card required.

QUESTION: I have the 'Financial Independence' goal. How Compoundfolio can help me on my way?

ANSWER: We have an advanced feature, related to setting complex financial goals. Also, the platform has a visualizations that help to measure expected return ranges by setting up you numbers. And we have a Compoundfolio Community feature, which will help you find interesting people, who chase same dreads as you do!

QUESTION: Can I provide my spreadsheets to you and get the platform set-up?

ANSWER: Yes, we provide this kind of service for a fee that depends on the complexity of your reports. Please, feel free to contact us directly - compoundfolio.help@gmail.com

QUESTION: Can I import my trade history from my brokerages?

ANSWER: Currently we support over 25 world-wide brokerages. Currently, you can upload your report with your brokerage transactions (you'll find a guide on how to download the report for your brokerage). You also will be able to manage all transactions manually. We plan to add automatic integration with over 1000+ of brokerages soon

QUESTION: Is my data safe?

ANSWER: We don't store any of your brokerage credentials. As well, we NEVER sell your data (our service is funded by your subscription fees). It's also always possible to delete your asset-related transactions data permanently. The data in Compoundfolio encrypted (via HTTPS)

QUESTION: Can I influence the development of the platform?

ANSWER: That's an our core principal, which makes us different from our competitors - open development. You're able to vote for the features, and publicly discuss with developer team the desired and upcoming updates. We share with our customers the information - which features are in progress and so on!

Manage your investments without Spreadsheets!

Honestly, is this the way to manage your investments?