pfolio.io

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

Cost / License

Subscription
Proprietary

Application typeApplication types

Origin

Switzerland

Platforms

Online

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Features

Currency Conversion
Ad-free
Import CSV Data
Support for multiple currencies
Asset Management
Portfolio Management
Portfolio Tracking

pfolio.io information

Developed by
pfolio GmbH
Licensing
Proprietary and Commercial product.
Pricing
Subscription ranging between $8 and $50 per month.
Alternatives
8 alternatives listed
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Supported Languages
- English

AlternativeTo Category

Business & Commerce

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pfolio.io was added to AlternativeTo by pfolio on Mar 5, 2026 and this page was last updated Mar 5, 2026.

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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.

pfolio.io

Cost / License

Application typeApplication types

Origin

Platforms