Elevate Your Investment Strategy with TransFolio

The Leading Portfolio Manager Software

Achieve precision and ease in managing your investments with TransFolio, the premier portfolio manager software tailored for both novice and seasoned investors. TransFolio equips you with powerful tools to effortlessly track, analyze, and optimize your investment portfolio.

As the ultimate portfolio manager software, TransFolio simplifies the complexities of investment tracking, providing a seamless experience that enhances your decision-making process. Whether you’re managing individual stocks, mutual funds, or a diversified investment portfolio, TransFolio helps you stay ahead of market trends and make informed decisions.

Experience the benefits of automated rebalancing, detailed performance reports, and in-depth analytics—each designed to align with your unique financial goals. With TransFolio, you can confidently navigate the financial markets and achieve your investment objectives with unparalleled precision and ease.

Numbers of a portfolio in the background with candle charts on top, representing advanced portfolio management software

Portfolio management software solutions for
individuals, clubs and institutions

TransFolio revolutionizes portfolio management for individuals, clubs, and institutions. With robust features designed for single and consolidated portfolios, our software empowers you to oversee and optimize your investments, cash flows, and financial reporting—all in one place.

We create software tailored to your individual needs.

Discover the breadth of TransFolio’s capabilities, designed to streamline your portfolio management process. From detailed account analytics to customizable transaction views, TransFolio offers unparalleled control over your investment strategy.

Accounts Management

Seamlessly manage investment and bank accounts, along with liabilities and receivables. TransFolio’s dynamic grid control and customizable panels offer a comprehensive overview and detailed insights into your financial standing.

Transaction Handling

Effortlessly record and analyze cash and investment transactions. With multi-account support, various view options, and robust grid controls, monitoring your cash flow and investment activities has never been easier.

Advanced Table Center

Unlock the power of data with TransFolio’s advanced table center. Group and analyze data by geography, currency, sector, or investment type, enhancing your strategic decisions with deep insights.

Comprehensive Reporting and Visualization

From detailed reports to insightful graphs, TransFolio equips you with the tools to visualize your financial health and investment performance, supporting informed decision-making.

Automated Features

Leverage automated corporate action adjustments and benefit from accurate, most reliable world data integration, ensuring your portfolio is always up-to-date and compliant.