LiteFolio - Stocks & Dividends

About

Track your investments at your own pace. LiteFolio is a lightweight portfolio tracker for stocks, ETFs, funds and cash — record buys, sells, dividends and transfers without connecting a brokerage account. See your profit and loss, dividends and asset allocation in one simple place, and keep a clean record of every holding and trade. ▼ What you can do with LiteFolio [1] See P&L and asset growth at a glance Realized gains, dividends and total returns in one view. Look back on how your portfolio changes over time. [2] Organize trades on a timeline Buys, sells, dividends, transfers and notes in chronological order. See what you did, and when. [3] Analyze asset allocation with charts View your mix by asset type, sector and list. Rebalance stocks, ETFs, funds and cash with ease. [4] Track dividend income Check received dividends and expected annual dividends per holding, plus yield on cost. [5] Manage your holdings in one list Quantity, average cost and cost basis for every position, so you always know where you stand. ▼ Great for - Keeping a simple record of your trades - Managing holdings and allocation yourself - Reviewing dividend income by holding - An investment memo separate from your brokerage app - Long-term and NISA-style investing Simple enough to keep up, complete enough to see what matters. Organize your investment portfolio with LiteFolio. Terms of Service: https://bitflap.app/litefolio/terms/ Privacy Policy: https://bitflap.app/litefolio/privacy/