The portfolio insights your broker won't show you
Import from DeGiro, Revolut, or Interactive Brokers in seconds. Get FIFO realized P/L, historical portfolio value, multi-currency returns, and broker fee comparisons — all in one dashboard.
- No manual entry
- FIFO P/L across currencies
- Free to try
Everything your broker should have shipped
Six analytics your broker leaves out — the numbers that actually tell you how your portfolio is doing.
One-click broker import
Drop in your statement from DeGiro, Revolut, or Interactive Brokers. We detect the format, clean the data, and normalize every transaction type.
FIFO realized P/L
Every buy is matched to every sell with true FIFO accounting — so you see realized gains, unrealized positions, and cost basis for what they actually are.
Historical portfolio value
Mark-to-market your portfolio on any date in history. See how your holdings performed through every drawdown and rally, not just today.
Multi-currency returns
USD, EUR, and more — tracked separately with FX-aware cost basis. No more guessing whether a gain is real or just currency movement.
Broker fee comparison
See what IBKR, Revolut, and Trading 212 would have charged for the exact trades you actually made. Know the real cost of staying.
Dividends & cash flow
Every dividend, fee, deposit, and withdrawal categorized automatically. Income return separated from price return, the way it should be.
Free during beta
FolioView Pro is free while we're in beta — activate it with one click, no card required. Paid plans arrive later.
Free
- One broker account
- FIFO realized P/L
- Last 90 days of price history
Pro
- Full historical portfolio value
- Multi-currency P/L with FX-aware basis
- Broker fee comparison (IBKR, Revolut, T212)
- All supported brokers
Frequently asked questions
Do you have any questions? We have got you covered.
What files do I need to import?
Export your account statement — DeGiro and Revolut as CSV, Interactive Brokers as Activity Flex XML — then upload it. FolioView parses deposits, trades, dividends, fees, and FX for you, with no manual cleanup. See the step-by-step export guide →
How is realized P/L calculated?
FolioView uses FIFO matching: every sell is matched against your oldest buys first, with cost basis tracked separately per currency. Bonds and corporate actions are handled as special cases.
Which brokers are supported?
Native import: DeGiro (CSV), Revolut (CSV), and Interactive Brokers (Activity Flex XML). For fee comparison we additionally model Trading 212 — so you can see what you'd have paid elsewhere.
Is my data private?
Your CSV data is stored only in your FolioView account and never shared. Price data is fetched from public market sources; no holdings information leaves your portfolio.
Ready to see your real returns?
Import your first broker file in seconds — no manual entry, free to try.
Stay in the loop
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