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TransFolio Individual

TransFolio Individual is ideal for investors who want to manage their portfolio clearly, without being dependent on separate Excel files or confusing bank reports.

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With TransFolio Individual you can manage your portfolio professionally:

  • Full control over your investments
  • Returns automatically calculated based on purchases, sales and dividends
  • Support for multiple currencies and exchange rates
  • Graphs and performance overviews per share, currency, sector or exchange
  • Manually enter transactions or import via InteractiveBrokers

Ideal for private investors who want more insight and control over their results.

Monthly membership

  • €18/m > billed monthly
  • €15/m > billed annually (= 20% discount)

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What other investors are saying about TransFolio Individual

Discover how this solution makes a difference for investors.

  • Portfolio under control

    Finally, a tool that really tells me where I stand. Easy to use.
    Marcel, Londerzeel

  • No more hassle in Excel

    TransFolio has replaced my custom Excel spreadsheets. Everything is automated!
    Johan, Bilzen

  • Better reporting

    The overview is so much clearer than the report from my bank.
    James, Bermingham

  • Clear graphs

    Now I see exactly which share contributes the most.
    Eva, Breda

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