A refined portfolio tracker for all investors. Every holding across every account — stocks, cryptocurrencies, commodities, foreign exchange, and cash — with true performance measured against global benchmarks. FolioBright — see your entire portfolio, your spending and your net worth in one place.
One complementary dashboard for the full picture — not a dozen account logins.
Create several account types organized thoughtfully — and see all your holdings in one consolidated view.
Total return in your home currency, benchmarked against global indices of your choice — plus a full risk-adjusted view: volatility, max drawdown, Sharpe, Sortino, beta, alpha and up/down capture (TWR & money-weighted return).
Time-weighted return is what the portfolio did. Personal rate of return is what your money did. Both, side by side.
Your portfolio value flows in automatically. Add assets and liabilities. View several timeframes or watch your net worth trend over time.
Every holding as a tile, sized by value and colored by return. Click any holding or sector for its own insights.
Set goals and track every cent of income. Thoughtful charts with meaningful yield performance metrics. Income includes cryptocurrency rewards that tally value and taxable events automatically over time.
Tax lots with FIFO or specific-lot sales classified by short or long-term gains — you will be prepared for tax time.
Log several transaction types: deposits, withdrawals, dividends, and interest. Move positions between accounts, or swap between two different cryptocurrencies or stablecoins pegged to any currency — with tax lots kept intact.
Drop in a CSV of transactions or holdings from popular brokerages — then export your holdings or full transaction anytime. Stuck with a Quicken .qfx instead? Convert it here. The transactions sync to your account; account numbers are never stored.
Type the figures from your statement. The app flags what is off and writes any difference as a labeled adjustment you can undo.
Keep as many portfolios as you like — personal, retirement, a model book — each saved to your account and synced across every device.
Set yearly return and contributions goals. See the magic of long-term compounded growth with charts & year-end checkpoints.
One-click PDF reports — portfolio summary, income, performance, realized gains, net worth, and transactions — branded, dated, and ready in one click.
Track holdings across 75+ markets and view portfolio values in up to 15+ currencies — clarity of performance is never in doubt.
Your portfolio lives in your FolioBright account, encrypted in transit and at rest, so it's on every device you sign in on. Account numbers are never stored. Spending data is kept the same way, and nothing asks for a brokerage or bank login.
A switch at the top of the sidebar opens the Spending side: checking, savings, cards and loans, from your bank's own CSV or transactions you type. No bank logins. Net Worth and Reports draw on both sides.
Checking, savings, credit cards and loans, each a card with its balance and what the bank said, and when. Cards carry the statement, due date and minimum; loans the APR, payment and payoff date.
Import the CSV your bank exports and check the preview before anything lands, or type a transaction. Transfers are written on both sides, and a row can be split or tagged.
Your own groups, icons and colors. A rule files a payee for you on every import, and categories carry the tax form lines for your country.
Zero-based, until Left to assign reads zero, or envelopes that roll over. Lines fill from recurring bills, contribution schedules and the payoff plan. Lock the plan when it is set; the savings rate shows its math.
Paychecks, bills and subscriptions are found in your transactions and laid out as a list, a week or a month, with money in, out and net. Cash Flow puts your actuals and the forecast on one line.
Snowball, avalanche or your own order, with one extra payment rolling from debt to debt: the debt-free date, interest to come and debt-to-income. Stair Steps and Financial Freedom measure where you stand from your own ledger.
FolioBright runs on an institutional-grade market-data feed — live and end-of-day prices for stocks, crypto, forex, and commodities sourced directly from exchanges across more than 75 global markets. Your holdings reflect the market wherever in the world they trade.
*Real-time pricing applies to U.S. markets; other supported markets update end-of-day (EOD). Most large non-U.S. companies can also be tracked through their U.S. listing or ADR.
Shares and tokens in one ledger — including the trades that cross between them. Buy a stock with USDC and FolioBright records both halves: the coins leave your tax lots at a real quote, the shares arrive at the right cost basis, and the gain realized on the coin is never lost. Stablecoins are priced at what they actually trade for, not assumed to be a dollar.
No spreadsheets. No setup ritual.
Sign up in seconds — 14 days free, cancel anytime.
Enter positions by hand, or import a brokerage CSV to load your full history at once. If your broker will only give you a Quicken download, convert it to CSV first — free, and it never leaves your browser.
Prices, dividends, allocation, and performance refresh automatically every time you open it.
Fair pricing, without the tiers and upsells.
Use this code at checkout when you subscribe.