Your net worth across brokerages banks wallets
All your accounts. One portfolio.
Fillfolio is portfolio and net-worth tracking software for supported investments, crypto holdings, bank balances and manual records.
Questions about tracking with Fillfolio
How can I track all my investments in one place?
Connect supported brokerages, exchanges, banks and public blockchain wallets to Fillfolio, then add supported holdings manually where a connection is unavailable. Your portfolio brings the available data together while retaining account and source details. Support depends on your plan, institution and asset; coverage warnings identify incomplete data.
Can I track stocks, ETFs, crypto and bank balances together?
Yes. Fillfolio brings supported investments, exchange and wallet balances, and manual records into one portfolio with source breakdowns. ULTRA and HYPER also include eligible bank cash and credit-card debt. Not every institution, account or token is supported; excluded balances and unavailable values remain clearly identified.
Can I use Fillfolio without connecting financial accounts?
Yes. You can create manual accounts and record supported holdings, transactions, cash and liabilities without linking an institution. Keep those records up to date yourself, including purchases, sales and cash movements. Fillfolio cannot reconstruct missing account history from a manually entered holding.
How often does my portfolio update?
Account imports follow the supported schedule for each connection. Eligible manual refreshes use your plan's monthly credits. Market quotes have their own timestamps, and requesting a refresh does not guarantee newly retrieved institution data. Check each connection's import status and coverage. Manual records need your updates; a Google Sheets sync exports available Fillfolio data rather than refreshing every provider.
Can Fillfolio trade or move my money?
No. Fillfolio provides read-only tracking and does not place orders, transfer funds, take custody or sign wallet transactions. Connecting an institution authorizes the supported data access shown in its consent flow. Wallet tracking uses public addresses or supported extended public keys, never private keys or seed phrases.
Which Fillfolio plan do I need?
Choose PRO for supported international brokerage and exchange connections plus wallet tracking. ULTRA adds supported U.S. and Canadian brokerages, bank balances and credit card debt; HYPER provides higher connection and refresh allowances. Bank, cash and credit card debt sync cover supported U.S. and Canadian accounts only. Subscriptions are paid, with monthly and annual billing options; review current prices and limits on Pricing. The browser extension's limited public exact-ticker price lookup works without a paid account. Personal portfolio access requires an eligible active account.