SmartFolio - Portfolio Tracker

SmartFolio 3.1 Portfolio Review Get an honest read on how your portfolio is built. SmartFolio now scores your portfolio across six construction and risk factors, including how concentrated your largest position is, how well spread your holdings really are, sector balance, geographic mix, asset class structure, and how it has held up in past drops. The score reflects how you are invested, not how lucky you got recently, so a single winning bet no longer inflates your grade. Tap the review card on your dashboard to see the full report, with a clear breakdown of every factor and a plain language explanation of each. Suggestions worth acting on Along with the score you now get prioritized, plain language suggestions tailored to your holdings. See when one stock has grown too large, when two funds track the same index, when you are heavily tilted to one country or sector, and when you have losses you could harvest for tax or gains approaching long term rates. Each suggestion tells you why it matters and links straight to the holding or fund so you can act. Multi currency portfolios SmartFolio now handles portfolios that mix currencies. Hold Canadian, US, and other listed securities together and see one coherent total, with live exchange rates converting every holding into your base currency. Each holding keeps its own return, and prices update in real time. Refinements The stock detail screen now shows a single clean price that follows your finger as you scrub the chart. Various speed, layout, and accessibility improvements throughout. Thank you for using SmartFolio.