Choose Your Plan

From individual investors to sophisticated investment clubs and businesses,
TransFolio offers versatile portfolio management solutions that grow with you. Effortlessly manage your assets with our scalable plans – intuitive for newcomers, yet robust for experienced investors.

Billed Monthly
Billed Yearly

Start Your 7-days FREE Trial Today

TransFolio company logo

Individual

€ 18 / Month

Billed Monthly
Single and Consolidated Portfolios
Access to Global World Data
Eligible for Total Assets Up to €1 Million

Ideal for individual investors managing
personal and family portfolios

TransFolio company logo

Elite

€ 30 / month

All Features TransFolio Individual
Multi-Investor Portfolios (MIF)
Unified Managed Portfolios (UMP)
Eligible for Total Assets Up to €3 Million

Perfect for advanced investors
handling larger, diversified portfolios.

TransFolio company logo

Business

€ 54 / month

All Features TransFolio Elite
Receive reports
tailored to your specific needs
Eligible for Total Assets Up to €5 Million

The customized reports service
operates on a one time hourly fee basis

Cancel Anytime, Hassle-Free
Get 2 Months Free! Save 20% with Yearly Billing.
All Prices Including 21% VAT and Lifetime FREE Support

Start Your 7-days FREE Trial Today

TransFolio company logo

Individual

€ 15 / Month

Billed Yearly
Single and Consolidated Portfolios
Access to Global World Data
Eligible for Total Assets Up to €1 Million

Ideal for individual investors managing
personal and family portfolios

TransFolio company logo

Elite

€ 25 / month

All Features TransFolio Individual
Multi-Investor Portfolios (MIF)
Unified Managed Portfolios (UMP)
Eligible for Total Assets Up to €3 Million

Perfect for advanced investors
handling larger, diversified portfolios.

TransFolio company logo

Business

€ 45 / month

All Features TransFolio Elite
Receive reports
tailored to your specific needs
Eligible for Total Assets Up to €5 Million

The customized reports service
operates on a one time hourly fee basis

Cancel Anytime, Hassle-Free
Get 2 Months Free! Save 20% with Yearly Billing.
All Prices Including 21% VAT and Lifetime FREE Support

Tailored Solutions for Growing Enterprises

TransFolio Corporate

Scale Your Assets with Confidence

CompuGraphics offers you the power to maximize your organization’s potential with TransFolio Corporate. Whether you’re managing substantial assets or expanding your user base, our corporate solution provides higher asset limitations and volume discount pricing, ensuring that TransFolio is both affordable and scalable for your organization. Experience the benefits of volume pricing, where more means more savings, making TransFolio the ideal tool for your business’s growth.

What Our Users Are Saying

TransFolio has revolutionized the way I manage my investments. The ability to track both single and consolidated portfolios in one place, along with access to global market data, makes it an indispensable tool for any serious investor.

Sophie D.

Lyon

The customer support from Mark & Paul has been outstanding. Whenever I have a question or run into an issue, they are quick to respond and always provide clear, helpful solutions. It’s reassuring to know that such a dedicated team is behind TransFolio.

Lars J.

Stockholm

The Multi-Investor Portfolios (MIF) and Unified Managed Portfolios (UMP) features are game-changers for my business. TransFolio Business has allowed me to manage larger, more complex portfolios with ease, and the client reporting capabilities are top-notch.

Hans M.

Bonn

As our company grew, we needed a solution that could handle the increasing asset volume and diverse user base. TransFolio Corporate not only provided the scalability we required but also offered volume discount pricing that helped keep our costs under control.

Carlos M.

Madrid

What I appreciate most about TransFolio is the customized reports tailored to our specific needs. It’s like having an in-house analyst working round the clock, ensuring we always have the insights we need to make informed decisions.

Elena Rossi

Milan

The educational courses offered by CompuGraphics are top-notch. They have greatly expanded my knowledge of portfolio management, and the insights gained have been invaluable in optimizing my investment strategies. Highly recommended for both beginners and experienced investors.

Pieter d.V.

Amsterdam

Site Licenses For Clubs Or Teams

Whether you’re looking to purchase TransFolio for your entire club, team, department, or organization, our cost-effective site licensing model is designed to fit your trading tools for your needs.