Master Your
Entire Wealth.
Professional asset tracking, AI-powered imports, and high-fidelity insights for the decentralized investor.
Global Assets
Track anything from stocks to SAFEs.
AI Powered
Conversational imports & data mapping.
Private
Your data stays yours. Encrypted & secure.
Premium UI
Designed for a world-class experience.
The Journey Begins
Netfolio is designed to be personal. Your journey starts with a high-fidelity setup.
1. Profile Intelligence
Establish your global financial identity. We track your base currency and retirement targets across every asset class.
Step 1: Define your global currency and retirement goals.
2. Omni-Asset Selection
Select your wealth landscape. From startup equity to real estate portfolios, Netfolio handles it all.
Step 2: Choose the asset classes that define your net worth.
3. Conversational Capture
Lumi AI guides you through the capture process. Simply speak your assets, and watch them appear.
Step 3: Add accounts with real-time balance tracking.
Command Center
Your financial pulse in a single, high-fidelity view.
Smart Cards & Insights
The main dashboard provides 'Smart Cards' for instant insights into your net worth, liquidity, and performance.
The Netfolio Dashboard: Premium aesthetics meeting functional excellence.
Net Worth Pulse
Real-time tracking of total value and liabilities.
Liquidity Guard
Monitors your cash-to-asset ratio for financial health.
Performance Delta
Live tracking of portfolio returns and benchmarks.
Asset Distribution
Visual map of where your wealth is allocated.
Data Management
Precision logging for every financial event.
Manual & AI Entry
Whether logging a complex dividend or a simple deposit, our transaction engine ensures atomic data integrity.
Select transaction type (Buy, Sell, Dividend, Split, etc.)
Enter ticker and quantity (real-time price lookups)
Verify account impact and save
Atomic Updates
Every transaction propagates to account balances and cost basis instantly.
FIFO Compliance
Strict first-in-first-out tracking for professional tax reporting.
Intelligent Import
Import years of history in seconds with Lumi AI.
Mapping & Extraction
Drag & drop CSVs or Excel exports from any global broker. Lumi maps the columns and extracts the history automatically.
Drop your broker export into the AI chat bubble
Review Lumi's predicted column mappings
Confirm and watch your portfolio build itself
Multi-Broker Support
Nordnet, Saxo, DNB, Interactive Brokers, and more.
Conflict Resolution
Automatically detects and handles duplicate entries.
Portfolio Strategy
Advanced analytics for modern investors.
Vantage Points
View your holdings through multiple lenses: Sector, Country, Currency, or Asset Type.
Live Valuations
24/7 market price updates across global exchanges.
Cost Basis Tracking
Precise profit/loss calculations including Kurtasje/Fees.
Dividend Yield
Forward-looking yield based on current prices.
Comprehensive Coverage
Track the diverse components of your entire net worth.
Real Estate & Physical Assets
Register properties with mortgage tracking and vehicle portfolios with smart depreciation.
Retirement & Pensions
Professional pension tracking (OTP, IPS) with long-term projection logic.
Private Equity & Startups
Manage SAFEs, Angel Investments, and Venture Funds with MOIC and TVPI tracking.
Still have questions?
Our team of financial engineers is ready to help you optimize your wealth tracking experience.