trefolio

Trefolio offers a comprehensive portfolio tracking experience designed specifically for European investors. Key features include: • Real-time stock quotes across multiple exchanges • Simple import from popular brokers (DEGIRO, IBKR, T212, Revolut) • Detailed dividend tracking and income projections • Performance metrics like TTWROR and IRR • Fundamental company analysis and market news sentiment This platform provides a clear, concise view of your investments, helping you understand your actual performance against benchmarks like the S&P 500 or Euro Stoxx 50. It supports multiple currencies (EUR, USD, GBP, DKK, CAD) with automatic conversion, ensuring all your assets are accounted for in one place. The intuitive dashboard summarizes total value, daily changes, and granular breakdowns per stock. Beyond current holdings, Trefolio helps you plan for future income by tracking estimated annual dividends, per-stock yields, and upcoming ex-dividend dates up to 90 days out. It provides a monthly income chart, allowing you to monitor passive income against realized gains and refine your investment strategy. Detailed explanations of market trends and company activity are also available. Ideal for retail investors in Europe who seek clarity and simplicity in managing their stock portfolios. Whether you're tracking growth, monitoring dividends, or analyzing market movements, Trefolio consolidates essential information. Import options include CSV, direct broker sync, and manual entry, making setup fast and straightforward.