Create individual Portfolio Dashboards
Every portfolio is unique, just like your sproutFolio dashboard. You decide what you want and don't want to see.
Features
Customizing
Create custom charts and arrange them freely on your personalized dashboard.
Calculate custom KPIs
Use our calculation builder to create KPIs tailored to your specific needs.
Tags
Set personal tags for your assets in order to categorise them and deepen your analysis.
Donut + Legend
Track your assets
With sproutFolio you have all your assets in one place.
50,000+ Stocks, ETFs & Funds
20,000+ Cryptos
Custom Assets
Line chart
Portfolio Performance & Benchmarks
There are numerous charts to visualize the development of your entire portfolio or parts of it.
Benchmark with indices and invested capital
Any form of analysis is possible with our custom charts: By time, asset, tag, type, group, country,...
Show your individual Portfolio PE Ratio and other KPIs
FOR INDIVIDUALS
Dividends and Cashflow
sproutFolio tracks dividends, crypto staking rewards and other cashflows.
Analyze your past and future cashflow
Calculate the yield of your portfolio
Show your dividends and cashflow by days, weeks, months, quarters or years
Line chart
Calculations
With our calculation builder you can create custom charts and KPIs based on your assets. For example:
What percentage of my portfolio is in one asset?
How many german pension points does your dividend portfolio correspond to?
Create custom KPIs
FOR INDIVIDUALS
Tags
Categorize your assets with custom tags.
Use your own categorizations
Multiple tags per asset are possible
Analyze and group by your tags