About Treefolio

Treefolio is a personal investment tracker built around a strategy tree: nested buckets (for example Beta, Alpha › Thematic, Defensive › Short Bonds) with target weights at every level. It values your holdings live, shows how far each part of the tree has drifted from target and what to trade to rebalance, and measures performance over time for every strategy and account.

Where the data comes from

• Your trades, securities, allocations and settings, entered in the app.
• Prices from Yahoo Finance (shares and ETFs), FT Markets (funds) and CoinGecko (crypto), plus prices you enter manually. Market prices may be delayed and are not guaranteed to be accurate or complete.

Important

Treefolio is for information only. It is not financial, investment or tax advice, and nothing in it is a recommendation to buy or sell. Always check figures against your provider's statements.

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The Author

Long-time investor who couldn't find a simple and intuitive application that enabled the views he needed to manage his investments across multiple accounts and classifications. Having tried various tools, he decided to build his own.