# Easefolio — Complete asset clarity

> All-in-one portfolio tracking platform for assets, accounts, and transactions. (iPhone/iPad app by Black Mountain Investment Group, LLC.)

- Source: https://appshunter.io/ios/app/easefolio/id6456750299 (this page in markdown: same URL + `.md`)
- Developer: [Black Mountain Investment Group, LLC](https://appshunter.io/developer/1661843151)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 4 App Store ratings · 2 written reviews indexed
- Age rating: 4+
- Requires: iOS 16.4 · 37 MB
- Languages: American English
- Released: 2023-08-10
- Data updated: 2026-08-26
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/easefolio/id6456750299/reviews.md

## What is Easefolio?

Complete asset clarity for open-ended fund managers, and every investor they serve.

Easefolio is the all-in-one back-office platform built for open-ended fund managers who oversee dozens, hundreds, thousands, and sometimes even tens of thousands of individual investors across their funds. 

Because it was engineered from day one to track lifelong, open-ended portfolios at scale, Easefolio works just as seamlessly for a single individual investor managing their own multi-asset holdings, you get the same institutional-grade infrastructure powering the funds you may already invest in.

From portfolio analytics and forecasting to investor relations and annual, Easefolio consolidates the workflows that typically live across spreadsheets, brokerages, and software tools into one powerful digital experience- with the precision demanded by professional operators and the ease expected by everyday investors.

Whether you're getting up to date on account values and position gain/losses before an LP call, or checking your personal net worth on the go, Easefolio delivers the numbers you need- the moment you need them.

What Easefolio delivers:

•	Consolidated portfolio view across stocks, crypto, bonds, real estate, and alternative asset classes (with full customization built-in)
•	Real-time analytics on net worth, fund performance, and position-level P&L
•	Realized and unrealized gains tracked automatically across every account
•	Customizable accounting methods tailored to each asset type
•	Automated reconciliation with error reporting to catch discrepancies before they compound
•	Tax liability management built for multi-entity, multi-account structures
•	Investor relations and reporting tools that turn raw data into polished communication
•	Fully automated income statements and balance sheets for funds, GPs, Investment Managers, and individual investors 
•	40,000+ stocks and cryptocurrencies pre-loaded and ready to track
•	Full customization of fees, notifications, reporting cadence, and more

Built for precision. Designed for ease. 

Easefolio turns portfolio complexity- at any scale- into complete asset clarity.

Ready to bring your entire portfolio into focus? Download Easefolio and see what a modern multi-asset-class back office feels, looks, and operates like.

## Key features

- Unlimited asset tracking
- Real-time price updates
- View realized and unrealized gains
- Customizable fees and taxes
- Pre-loaded stocks and cryptos
- All-in-one portfolio view

## Recent user reviews (2 of 2)

All indexed reviews: https://appshunter.io/ios/app/easefolio/id6456750299/reviews.md

### 5/5 — Game changer for fund managers

*2024-12-05*

^

### 5/5 — Incredible Software

*2023-09-11*

Could not believe the functionality and flexibility built into this software, worth every penny and could not recommend enough. Black Mountain Investment Group has really outdone themselves with this one!

## Frequently asked questions about Easefolio

### What is Easefolio?

Easefolio is a comprehensive platform designed to help you track all your assets, accounts, and transactions in one place with live price updates. It aims to provide clarity and insights into your investment portfolio.

### What types of assets can I track with Easefolio?

Easefolio offers unlimited and unbounded asset tracking capabilities. It comes with over 40,000 stocks and cryptocurrencies pre-loaded into the platform, allowing for extensive tracking.

### Does Easefolio provide insights into investment performance?

Yes, Easefolio allows you to view both realized and unrealized gains on your investments. It also offers customizable options for fees, taxes, and other relevant financial details.

### Is Easefolio suitable for both individual investors and professionals?

Yes, Easefolio is designed for both individual investors and fund managers. Its all-in-one approach aims to simplify portfolio tracking for a wide range of users.

### What devices does Easefolio support?

Easefolio is available for iPhone and iPod devices. It was last updated on June 17, 2024, with version 2.22.

### How secure is Easefolio?

While specific security measures are not detailed, Easefolio is a finance-focused application designed for tracking sensitive financial information. Users can expect standard security practices for such applications.

### Does Easefolio have ads?

No, Easefolio does not contain advertisements. The application is free to download and use.

### What is the user sentiment for Easefolio?

Easefolio has received positive user feedback, indicated by its current rating of 5.0 stars from 4 ratings. This suggests a high level of user satisfaction with the app's performance and features.

## Version history (last 5 releases)

### 5.5.55 — 2026-08-05

A brand new Easefolio.
  
We rebuilt the entire app from the ground up: a fast, fully native experience designed for your phone.

  • All-new design: a clean new interface with interactive performance charts, daily P&L, and pull-to-refresh everywhere
  • Your investment at a glance: investment value, total P&L, contributions, and your share of the fund on one dashboard
  • Transactions: browse your full history including your deposits, with search, filters, and CSV export
  • Portfolio: every holding with real asset logos, live prices, quantities, and realized/unrealized gains
  • Dark mode: easy on the eyes, toggle it anytime
  • Face ID: unlock the app instantly and securely
  • For fund managers: manage investors, record transactions, and track fund AUM on the go
  
  Questions or feedback? Reach us at support@easefolio.com

### 2.22 — 2024-06-17

bug fixes

### 2.2 — 2023-12-13

Rebrand app store name

### 2.1 — 2023-08-22

- Update description
- Update splash screen's icon

### 2.0 — 2023-08-18

- New logo
- New copy to all screens

## Apps similar to Easefolio

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [MCTPay](https://appshunter.io/ios/app/mctpay/id1626416579) | — | Free | Finance |
| [Retire Early](https://appshunter.io/ios/app/retire-early/id6740155909) | — | Free | Finance |
| [Cadena Bitcoin](https://appshunter.io/ios/app/cadena-bitcoin/id6753348211) | — | Free | Finance |
| [Headline.net: Finance & Invest](https://appshunter.io/ios/app/headlinenet-finance-and-invest/id1639509598) | — | Free | Finance |
| [Lattice - AI Stock Research](https://appshunter.io/ios/app/lattice-ai-stock-research/id6756413550) | 4.9 (18) | Free | Finance |
| [Redemption Bank](https://appshunter.io/ios/app/redemption-bank/id972257483) | 4.3 (6) | Free | Finance |

## More apps by Black Mountain Investment Group, LLC

- [PeacefulAi: Wellbeing Coach](https://appshunter.io/ios/app/peacefulai-wellbeing-coach/id1575917941)
- [Flight GPS](https://appshunter.io/ios/app/flight-gps/id1585025084)
- [AvFuel Converter](https://appshunter.io/ios/app/avfuel-converter/id1585552180)
- [Skatedex](https://appshunter.io/ios/app/skatedex/id6760985770)
- [Coinucation](https://appshunter.io/ios/app/coinucation/id6785947497)

All apps by Black Mountain Investment Group, LLC: https://appshunter.io/developer/1661843151

---

*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-26.*