Private TestFlight beta

Every portfolio.
One clear picture.

Import your broker CSV. FolioPlot rebuilds your history, marks every buy and sell, and shows what your money actually did.

✦Join the beta See how it works
iPhone · CSV-first · No broker login · No trading
FolioPlot app icon
Portfolio return+12,01%
Annualised+12,69%
CSV is the source of truthYour transaction history stays yours.
Multiple portfoliosDEGIRO, ING, Bitvavo, Kraken and more.
Buy & sell markersTap K/V points for the exact history.
Privacy firstLocal portfolio data. No inbox access.
Built for clarity

Less broker clutter. More insight.

FolioPlot is a monitor, not a trading app. It turns transaction exports into a clean view of performance.

↧

Import without the admin

Recognised broker CSVs are parsed automatically. Duplicates are skipped.

●

See when you actually bought

Every buy and sell becomes a point on the chart with its date, quantity, price and value.

↗

Returns that make sense

See total return, annualised return and period performance without treating new contributions as profit.

Multi-portfolio

Together or separate. Always obvious.

Switch between every portfolio or one account without ever losing context.

Portfolio

Illustrative demo data · no personal holdings
€ 44.179
+12,0% · +12,7% / yr

Portfolio performance

Contribution-adjusted performance

Period return+6,82%
My result+€ 286
Annualised+12,1%
MayJunJulAug
Analysis Mode

Turn the phone. Get the detail.

Landscape Analysis Mode uses the extra space for crosshair data, K/V markers and period metrics — not just a rotated screen.

NVIDIA · 3M
Crosshair · 12 Aug 2026
€171,20
+10,9%
KK
Period high€174,62
Period low€148,90
My result+€384
Privacy

Your broker password is none of our business.

FolioPlot deliberately avoids direct broker access.

No broker login

You choose the CSV. FolioPlot never asks for your broker password or trading credentials.

No trading

FolioPlot cannot buy, sell, deposit or withdraw. It is a portfolio monitor.

No inbox access

No email scanning. After you trade, simply import a fresh CSV.

Local portfolio data

Transactions and calculated portfolio data are kept on your iPhone. Only market identifiers may be sent to a quote provider when prices are refreshed.

How it works

CSV in. Clarity out.

Import

Export your transactions from your broker and select the CSV in FolioPlot.

Refresh prices

Update the latest available market values with one button.

Explore

See all portfolios together or separately, then open any holding for its complete history.

FAQ

Before you install

Does FolioPlot connect to my broker?

No. The beta is CSV-first and never requests broker credentials.

What do I do after I buy or sell?

Import a fresh transaction CSV. Existing rows are deduplicated automatically, so overlapping exports are fine.

Can I track more than one portfolio?

Yes. Keep supported accounts separate and also combine them under All.

Are prices real-time?

Beta quote availability and delay depend on the current market-data source. FolioPlot always shows when prices were last updated. Transaction history only changes after a CSV import.

Is FolioPlot investment advice?

No. FolioPlot is a monitoring and analysis tool. It does not provide investment advice and cannot execute trades.

Help shape FolioPlot before launch.

The beta is for real-world testing: imports, portfolio switching, charts, Analysis Mode and every small thing that should feel effortless.

✦Join the beta