Refolio

Refolio is a clean portfolio tracker for stocks and cash, designed to help you understand where your money is allocated and how your holdings change over time. Track multiple portfolios, organize assets by allocation, review holding values, and monitor performance across useful time ranges. Refolio keeps the experience focused: no noisy feeds, no trading distractions, just a clear view of your portfolio. When you are ready to rebalance, Refolio helps you plan adjustments before you act. Refolio Plus unlocks guided rebalance plans, expanded stock holdings, and multiple portfolios. Key features: • Track stock and cash holdings • Organize assets by custom allocations • View portfolio allocation and holding values • Review performance across useful time ranges • Plan portfolio rebalancing before making changes • Unlock advanced tools with Refolio Plus Refolio is for informational and planning purposes only. It does not provide investment, tax, legal, or financial advice and does not execute trades. Refolio only supports U.S.-listed stocks. Terms of Use: https://refolio.pages.dev/terms