Allfolio: AI Wealth & Tracker

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About this app

Stop juggling spreadsheets and five different broker apps just to know what your true net worth is.

Allfolio is your 360° AI Wealth Advisor and Multi-Asset Portfolio Tracker. Consolidate US & global stocks, ETFs, crypto, precious metals (gold/silver), rental real estate, and fixed-income bonds into one institutional-grade balance sheet.

Experience it in 3 seconds: Tap "Try Live Demo Portfolio" on launch to explore a live $148,000+ 9-asset portfolio and test every AI advisor before entering a single transaction!

WHY SERIOUS INVESTORS CHOOSE ALLFOLIO:

1. TRUE 360° NET WORTH BALANCE SHEET
• Stocks & ETFs (NVDA, AAPL, VOO, QQQ, SCHD & global equities)
• Crypto Assets (Bitcoin, Ethereum, Solana & 500+ tokens)
• Precious Metals & Commodities (Live ounce/gram Gold & Silver pricing)
• Rental Real Estate, Property & Fixed-Income Bonds
• Real-time multi-currency normalization across USD, EUR, GBP, and TRY.

2. ETF & STOCK HIDDEN OVERLAP X-RAY
• Holding VOO, QQQ, and individual tech stocks at the same time?
• Allfolio's X-Ray engine looks inside your ETFs to expose hidden single-stock concentration risk so you never accidentally over-leverage on the same 5 companies.

3. INFLATION-ADJUSTED REAL RETURN & TAX-LOSS HARVESTING
• Your portfolio is up 15%, but how much purchasing power did you actually gain after CPI inflation? Allfolio calculates your true inflation-adjusted Real Alpha.
• Built-in Tax-Loss Harvesting scanner identifies unrealized losses in your portfolio to help offset capital gains taxes.

4. HISTORICAL CRISIS STRESS TEST & TAX-FREE REBALANCING
• Simulate how your exact portfolio would perform during the 2008 Global Financial Crisis, 2020 Pandemic Crash, or 2022 Rate Hike Shock—including safe-haven gold protection.
• Zero-Sell Cash-Flow Rebalancing calculates exactly how to allocate new cash contributions to reach your target weights without selling assets or triggering taxes.

5. FIRE SIMULATOR & PASSIVE INCOME CALENDAR
• Project your exact path to Financial Independence (FIRE) using the 4% Safe Withdrawal Rate (SWR).
• Track rental income, bond coupons, and stock/ETF dividends in a unified 12-month cash-flow forecast with live Yield on Cost (YOC).

6. 3-SECOND AI SCREENSHOT PORTFOLIO IMPORT
• Snap or upload a screenshot of your brokerage holdings—Allfolio's AI Vision engine automatically extracts tickers, quantities, and cost basis.

PRIVACY-FIRST ARCHITECTURE
• We never ask for your brokerage login credentials and never touch your funds.

Download Allfolio today and upgrade your wealth management to institutional precision.

What’s new

Allfolio 1.0 Gold Master is here!
• 1-Tap Live Demo Portfolio: Explore a $148K+ multi-asset portfolio and test all AI wealth advisors immediately on launch.
• ETF & Stock Overlap X-Ray: Detect hidden single-stock concentration across your ETFs and direct holdings.
• Real Return & Tax-Loss Harvesting Advisor: Compare nominal returns against CPI inflation and uncover tax-saving opportunities.
• Liquid Glass Navigation: Interactive drag-to-select liquid tab capsule.