Portfolio tracking for investors who want the full story.
Liquifolio turns transactions, accounts, dividends and allocation into one connected portfolio history, so performance can be explained instead of guessed.
Built for portfolios that have outgrown a broker balance.
A broker balance shows where your portfolio stands today. It rarely shows why it stands there.
Liquifolio adds the missing context: cashflows, dividends, fees, transfers and time frames that turn a single value into a portfolio story you can follow with confidence.
Since start Your overview starts with the events behind the numbers.
Record buys, sells, deposits, withdrawals, dividends, fees and transfers. Liquifolio maps each entry to accounts and depots, then keeps the resulting history traceable across watchlists, performance, dividends and allocation.
Record the events, not just the result.
Turn scattered records into one portfolio model.
Trace every number back to its source.
Inspect your portfolio from every angle.
Every view starts from the same transaction history, so asset charts, allocation, dividends, performance and accounts stay connected.
Track assets with historical prices, holdings and trade markers.
0,2 x 318,20
Total: 49,96
Understand where your money is allocated.
Follow dividends by quarter, asset and payout source.
Compare performance across time, assets and return methods.
Keep depots, cash accounts and transactions connected.
Review risk metrics and explore long-term portfolio scenarios.
Start with the portfolio history you already have.
Import existing records, map them to assets and accounts, then review the result before it becomes your tracking base.
Questions worth answering before your portfolio data goes anywhere.
Portfolio data is personal. Before adding real records, you should know what Liquifolio can access, what it cannot do and how your data is handled.
Portfolio tracking without account access.
Liquifolio works from records you add or import. It does not connect to your bank or broker, execute orders or use your portfolio activity for ad targeting.
Is Liquifolio a broker or investment advisor?
No. Liquifolio does not hold securities, execute trades, move money or tell you what to buy or sell. It is portfolio tracking software. You add or import records, and Liquifolio uses them to explain performance, cashflows, dividends, allocation and account history.
Do I need to connect my bank or broker account?
No. Liquifolio does not connect to real bank or broker accounts, and no such connection is planned for now. You can build your portfolio with manual entries, portfolio imports and supported PDF documents without granting account, trading or payment access.
Is my portfolio data private?
Liquifolio is not built around selling user data or creating advertising profiles from portfolio records. Where analytics are used, they are intended to be GDPR-compliant and self-hosted. Cookies are only used for the refresh token that keeps a signed-in session working.
Where is my data stored?
Liquifolio runs on dedicated server infrastructure hosted with Hetzner in Germany for application processing and storage. Part of the database setup currently uses MongoDB Atlas, and we are already working toward replacing it with a more self-contained setup.
Can I review or change my records later?
Yes. Your records stay inspectable and calculations are non-destructive. When you correct a transaction, even an early one, Liquifolio recalculates the portfolio history from the source records. Adjustments like stock splits are applied backwards without overwriting the original transaction data.
What can I import today?
Liquifolio supports portfolio imports from Portfolio Performance and selected broker PDF documents. PDF import currently focuses on Scalable Capital and Consorsbank. Quote coverage is currently centered on gettex, which fits the initial German target market.
Can I use Liquifolio without a supported broker import?
Yes. Supported imports can save time, but they are not required. You can still build your portfolio with manual transactions and supported portfolio imports, then review, adjust and extend the records yourself over time.
See your portfolio as more than a broker balance.
Open the demo portfolio to explore, or start your free account and begin building your own portfolio history from your very first transaction.