Pocketfolio / Dashboard
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The private net worth tracker for people who value clarity.
Track every asset and liability in one clean view. No bank connections. No data harvesting. No spreadsheet chaos. Just you and your numbers.
The Precision Suite
Pocketfolio goes beyond basic balance sheets. See your true weighted yield across all assets, track net worth over time, and understand your liquidity at a glance — rendered in a singular, high-fidelity interface.
Automatic stock and crypto pricing. Your portfolio value updates in real-time without manual entry.
Daily snapshots build your wealth timeline. See the trend. Watch the line go up. Stay on track.
Assets in USD, EUR, CHF? ECB exchange rates convert everything to your home currency automatically.
Why Pocketfolio
Your money is scattered across accounts, investments, property, and pensions. Getting the full picture shouldn't require a financial advisor — or your bank credentials.
You built one once. The formulas are wrong, it's outdated, and you haven't opened it in months. Your net worth deserves better than a forgotten tab.
Apps that want your bank credentials are selling your data, getting breached, or both. Your finances shouldn't be someone else's business model.
Most finance apps are built for day traders. You don't need 47 features and a Bloomberg terminal. You need one number you can trust.
Built for people who take their finances seriously
Pricing
No hidden fees. No surprise charges. Cancel anytime.
Stop guessing what you're worth. Start with a free account — no credit card, no bank connections, no catch.
Create Free Account