Profolio
Investment Portfolio Management
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This extensive personal finance management platform enables users to track their entire financial portfolio by aggregating investments, properties, debts, savings, and bank statements into a single, unified dashboard. Its key features include automatic market price updates for assets like stocks and cryptocurrencies, detailed property and mortgage tracking with valuation tools, and secure import of bank statements via CSV or PDF files, all designed to provide an up-to-date overview of net worth over time. This tool solves problems related to disorganized financial data, lack of real-time insights, and difficulty in monitoring net worth comprehensively, making it ideal for individuals, property owners, investors, freelancers, and small business owners seeking to manage personal and business finances discreetly and efficiently.
Profolio can be found in Investment Portfolio Management categories.
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Details
Pricing:
£9.99-£95.9/mo
Consumer Type:
B2B & B2C
Profolio Main Features
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