What is Portfoli?

Porfoli functions as an open-source platform dedicated to monitoring investment portfolios, designed exclusively for educational and informational purposes. It explicitly refrains from providing any form of financial, investment, or trading guidance, and users should not consider the information as financial advice. The platform empowers individuals to manage their portfolios effectively, collaborate with friends and family, and analyze the investment strategies of others. Users can delve into successful investment ideas, with portfolios ranked in real-time as market dynamics evolve. By applying filters based on return timelines and industry sectors, users can identify strategies that resonate with their individual preferences. Each public portfolio presents a detailed examination of its assets, performance indicators, due diligence activities, and profit and loss occurrences. Moreover, when users alter their portfolios through transactions or updates in due diligence, they can assess the anticipated holdings, illustrating how such modifications would influence their portfolio's structure. This functionality not only enhances the user's comprehension of potential results but also aids them in making educated decisions related to their investments, ultimately fostering a more engaged and informed investing experience. Furthermore, the platform encourages users to share their insights and learnings with the community, promoting a collaborative approach to investment education.

Pricing

Price Starts At:
Free
Free Version:
Free Version available.

Integrations

No integrations listed.

Screenshots and Video

Portfoli Screenshot 1

Company Facts

Company Name:
Portfoli
Company Location:
United States
Company Website:
porfoli.com

Product Details

Deployment
SaaS
Mac
iPhone
iPad
Android
Training Options
Documentation Hub
On-Site Training
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Portfoli Categories and Features