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TransFolio Elite

TransFolio Elite is designed for active investors who manage multiple portfolios and want to analyze their performance in detail.

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With TransFolio Elite you can manage multiple portfolios simultaneously – both separately and grouped:

  • Full control over multiple portfolios
  • Grouped overviews: see your overall status at a glance
  • Analysis by sector, currency, portfolio, exchange, or country
  • Automatic calculation of return and profit/loss per portfolio
  • Manually enter transactions or import via InteractiveBrokers

Ideal for investors who work with multiple strategies or manage separate portfolios per goal or account.

Monthly membership

  • €30/m > billed monthly
  • €25/m > billed annually (= 20% discount)

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What other investors are saying about TransFolio Elite

Discover how this solution makes a difference for investors.

  • Without stress

    I now have separate portfolios for pensions, trading, and dividends. It works flawlessly.
    Dirk, Kortrijk

  • Clear grouping function

    Finally I can see my complete investment overview without having to manually merge everything.
    Ingrid, Leuven

  • More overview

    The sector and region breakdown gives me better insights.
    Peter, Tervuren

  • Multiple portfolios?

    I manage three accounts in different currencies. TransFolio Elite makes it easy.
    Carlos, Barcelona

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