App contender
The portfolio insights your broker won't show you
The portfolio insights your broker won't show you
The short version
What is The portfolio insights your broker won't show you?
FolioView is a portfolio dashboard that allows users to import broker statements to analyze investment performance, including realized P/L, historical net worth, and broker fee comparisons.
Provides normalized portfolio analytics and fee comparisons by importing and parsing transaction data from specific broker statements.
Product capabilities
Key features
- FIFO realized P/L calculation
- Historical portfolio value tracking
- Multi-currency returns tracking
- Broker fee comparison
- Dividend and cash flow categorization
- Automated transaction parsing for deposits, trades, dividends, fees, and FX
Ways to use it
Use cases
- Analyzing realized gains and cost basis
- Comparing broker fees across different platforms
- Tracking historical portfolio performance
- Categorizing dividends and cash flows
Who it is built for
Best for
At a glance
Strengths & considerations
Strengths
- Automated parsing of broker statements
- No manual entry required
- Supports multi-currency tracking
Things to consider
- Requires manual export of statements from brokers in specific formats (CSV or XML)
- Native import is limited to DeGiro, Revolut, and Interactive Brokers
- Currently in beta
Plan information
Pricing
FolioView is free during its beta period. A Pro plan is available for €5.00/month.
Includes one broker account, FIFO realized P/L, and the last 90 days of price history.
Prices and plans can change. Confirm current terms on the official pricing page before purchasing.
Compatibility & availability
Technical details
Integrations
Platforms & channels
Languages
Official destinations
Links
Quick answers
The portfolio insights your broker won't show you FAQ
Which brokers are supported?
Native import supports DeGiro (CSV), Revolut (CSV), and Interactive Brokers (Activity Flex XML). Trading 212 is modeled for fee comparison purposes.
How is realized P/L calculated?
FolioView uses FIFO matching, where every sell is matched against the oldest buys first, with cost basis tracked per currency.
Is my data private?
CSV data is stored only in the user's account and is not shared. Price data is fetched from public market sources.
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These pages were used for the factual profile above. They may change after the research date.
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