Equifolio

VEEDROOT

In-app purchases

About this app

Equifolio is a clean, private portfolio tracker for shares, ETFs and crypto — for people who just want to see how their investments are really doing, without the clutter or the sign-ups.

YOUR DATA STAYS ON YOUR DEVICE
Everything you enter — holdings, transactions, dividends — is stored only on your phone. No account, no cloud. You're the backup: export anytime to a file, import on a new phone.

SEE YOUR TRUE RETURNS
• Total return including price gains, realised profit and dividends
• See exactly where your return came from — unrealised gains, realised profit and dividends broken out, for all time or this financial year
• Estimated time-weighted return (TWR) and money-weighted return (IRR)
• Per-holding and whole-portfolio performance
• Compare against benchmarks like the ASX 200 and S&P 500 — drag along the chart to read any date
• Plain-English explanations on tap — every figure tells you what it means, with the formula behind it

EVERYTHING IN ONE PLACE
• Multiple portfolios
• Shares, ETFs and crypto across global exchanges
• Automatic conversion to your chosen display currency
• Dividend tracking with an income-by-month view
• Watchlist with price charts
• Cost-base adjustments for funds
• Track stock splits and mergers / ticker changes
• Choose FIFO/LIFO or How ever you like it.


PRICES
Quotes can be delayed (up to ~20 minutes for the ASX and other non-US exchanges). The app shows when prices were last updated.

PRIVATE BY DESIGN
• No ads • No accounts • Nothing leaves your device except the ticker symbols needed to fetch prices

Equifolio is a tracking tool — it does not place trades, hold your money, or give financial advice.

After a free trial, Equifolio is a small yearly subscription billed through Google Play.

What’s new

• Track stock splits and mergers / ticker changes
• Closed positions now show returns (TWR & IRR) with the time period
• Sort your dividends; sort closed positions on their own
• Set a custom financial-year date
• Smoother pop-ups that stay clear of the keyboard
• Tidier holdings list and clearer colours
• Various fixes and polish