Unify Your Investment Club with Top-Tier Software

TransFolio embraces the collaborative spirit of investment clubs and funds. Manage club portfolios with ease, enabling transparent, collective decision-making and reporting.

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Streamline Your Club’s Portfolio Management

Unlock the full potential of your investment club with TransFolio, the premier portfolio management solution designed to cater to the unique needs of investment clubs.

From managing member contributions to scheduling meetings, TransFolio simplifies every aspect of club operations, allowing you to focus on what truly matters—making informed investment decisions as a team.

Club Details & Contract Info

Easily manage your club’s foundational documents and contract details in one secure location.

Member Management

Track each member’s contributions, withdrawals, and equity in the club with ease. Our dedicated “Members” tab offers a clear overview of membership status, total market value per member, and more.

Flexible Contributions & Withdrawals

Accommodate both fixed and variable contributions based on point value costs. Set up deposit fees, management fees, withdrawal fees, and other charges to reflect your club’s unique structure.

Automated Scheduling

Keep your club’s investments on track with automatic integration by schedule. Plan meetings effortlessly with our scheduling tool, ensuring all members are aligned and informed.

Comprehensive Financial Overview

Dive into detailed financial analytics with our extra fields feature in the Table Center. Monitor the current number of points, point value in/out, and assess the impact of costs and fees on your club’s investments.

Empower Your Club with TransFolio

Empower Your Club with TransFolio

Whether you’re managing contributions or strategizing for your next big investment, TransFolio equips your club with the tools needed for success. Our platform not only enhances the efficiency of administrative tasks but also provides deep insights into your club’s financial health, empowering your club to make data-driven decisions.

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VOLUME PRICING

Quantity Price each
1-2 € 10.50
3-5 €  9.45
6-10 €  8.93
11-25 €  8.40
26-50 €  7.88
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Get Started with TransFolio Today

Join the growing number of investment clubs that have streamlined their management processes with TransFolio. Experience a new level of collaboration, transparency, and investment success. Subscribe now and take the first step towards optimizing your investment club’s operations.

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