SmartFolio - Portfolio Tracker
What is SmartFolio?
SmartFolio is a finance app for tracking investments in stocks, ETFs, funds, indices, and crypto across multiple brokers and accounts. It imports CSV or Excel broker histories and shows realized and unrealized gains, performance returns, and dividends and interest. Portfolio data stays on the device and that there is no subscription, no account, and no ads.
Pricing. SmartFolio - Portfolio Tracker is free to download on the App Store.
Good for
- Consolidating holdings from several brokerage accounts in one place
- Reviewing realized and unrealized gains on past sales
- Tracking dividend and interest income by month, year, or holding
Screenshots
Why this app is in B tier
SmartFolio scores 80 out of 100: rating 100, rating count 40, App Store search rank 81, update recency 100. The four parts are averaged with no weights, and B tier follows from that score within this list. The full explanation, as data.
Description
SmartFolio is a free investment portfolio tracker for stocks, ETFs, and crypto. Track your complete portfolio history, see real profit and loss, monitor dividends, analyze performance, and manage investments across multiple brokers and accounts. No subscription. No account. No ads. Your portfolio data stays on your device. TRACK YOUR INVESTMENTS See everything you own in one place. • Stocks, ETFs, funds, indices, and crypto • Multiple portfolios and brokerage accounts • Total portfolio value and daily change • Cash, deposits, withdrawals, fees, dividends, and interest • Allocation by holding, sector, asset class, region, and currency • Portfolio totals in 28 display currencies IMPORT YOUR BROKER HISTORY Bring your existing investments into SmartFolio in minutes. Import CSV or Excel files from brokers including Wealthsimple, Questrade, TD, RBC, BMO, Scotia iTRADE, CIBC, National Bank, Qtrade, Interactive Brokers, Fidelity, Schwab, Vanguard, E*TRADE, Robinhood, Webull, Trading 212, DEGIRO, Coinbase, and more. Import your full transaction history or just your current holdings. Review every account, symbol, and transaction before saving. Duplicate imports are prevented, unknown
Compare in Portfolio Tracking
| Measure | |||
|---|---|---|---|
| Tier | B | B | B |
| Score | 80 / 100 | 81 / 100 | 78 / 100 |
| Rating | 5.0 ★ | 4.6 ★ | 4.9 ★ |
| Ratings | 1 | 1.0K | 9 |
| Last update | 14d ago | 18d ago | 20d ago |
| Price | Free download | $9.99 | Free download |
Alternatives
See all 37 ›Questions about SmartFolio
Does SmartFolio cost money?
The app is free to download. The listing shows no in-app purchases and states that there is no subscription.
Do I need to create an account?
The description states that SmartFolio requires no account and that portfolio data stays on your device.
Can I import my existing broker history?
Yes. You can import CSV or Excel files from brokers including Wealthsimple, Questrade, Interactive Brokers, Fidelity, Schwab, Vanguard, Robinhood, and Coinbase, plus full history or current holdings only.
Is SmartFolio free?
SmartFolio is free to download.
What is SmartFolio good for?
SmartFolio is built for consolidating holdings from several brokerage accounts in one place, reviewing realized and unrealized gains on past sales, tracking dividend and interest income by month, year, or holding. It sits in the portfolio tracking list on AppTierList.
Is SmartFolio worth it?
SmartFolio is B tier, ranked #22 of 38 portfolio tracking apps with a score of 80 out of 100, from a 5.0 App Store rating across 1 ratings. Good, and 21 apps rank above it.
How does SmartFolio compare to Stocks Live + Stock Tracker?
SmartFolio is B tier at 80; Stocks Live + Stock Tracker is B tier at 81. Stocks Live + Stock Tracker ranks higher. SmartFolio is free to download, Stocks Live + Stock Tracker is $9.99 to download.
How often is SmartFolio updated?
SmartFolio was updated 14 days ago, which counts in its favour.
All the facts
- List
- Portfolio Tracking
- Tier
- B (Good)
- Score
- 80 / 100
- Rank in list
- #22 of 38
- Ranking certainty
- early: few ratings or search ranks so far
- Price
- Free download
- App Store rating
- 5.0 out of 5
- Number of ratings
- 1
- Current version
- (14 days ago)
- App Store data read
- App Store category
- Finance
- Good for
- Consolidating holdings from several brokerage accounts in one place, Reviewing realized and unrealized gains on past sales, Tracking dividend and interest income by month, year, or holding
- Requires
- iOS 26.2 or later
- Size
- 8 MB
- Age rating
- 4+
- Languages
- 1
- Maker
- unclaimed
- As data
- JSON · why it ranks here
Ranking refreshed · how it is computed