Portfolio tracker and net worth dashboard

Foliovera is a portfolio tracker and net worth dashboard for understanding investments, income, spending, risk, and long-term financial goals in one place.

Foliovera combines portfolio holdings, transactions, asset allocation, investment returns, dividend income, budgets, liabilities, and retirement planning in one browser-based application.

Track listed investments alongside cash, deposits, real estate, private assets, and debt to see both portfolio performance and total net worth without maintaining a separate spreadsheet for each account.

Portfolios can be maintained manually or updated from supported broker and bank sources through read-only connections and file-based imports. Interactive Brokers uses an Activity Flex Query, while Trading 212 uses its official read-only API.

Privacy mode hides absolute financial values while keeping relative returns, allocation weights, security prices, and percentages available for screen sharing.

A public demo lets visitors inspect the dashboard, holdings, research, income, budgeting, and FIRE-planning workflows before creating an account.