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 and 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 & XIRR).
Your portfolio value flows in automatically. Add assets and liabilities. View several timeframes or watch your net worth trend over time.
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. Files are read in your browser and never uploaded; the transactions inside sync to your account, with account numbers stripped before anything leaves your device.
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 generated entirely on your device.
Track holdings across 75+ markets and view portfolio values in up to 15+ currencies — clarity of performance is never in doubt.
Imported files are read in your browser and never uploaded. Your portfolio syncs to your account so it's on every device, with account numbers stripped before it leaves your device. Exported files are built on your device — nowhere else.
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. Australian market data is delayed approximately 20 minutes; all other supported markets update end-of-day (EOD).
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.
Prices, dividends, allocation, and performance refresh automatically every time you open it.
Fair pricing, without the tiers and upsells.