Equifolio
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| Rating | |||
|---|---|---|---|
| Australia | 67%4 | 5.00 | |
| Canada | 17%1 | 5.00 | |
| India | 17%1 | 5.00 | |
| United Arab Emirates | <1%0 | — | |
| Afghanistan | <1%0 | — | |
| Antigua And Barbuda | <1%0 | — | |
| Anguilla | <1%0 | — | |
| Albania | <1%0 | — | |
| Armenia | <1%0 | — | |
| Angola | <1%0 | — |
Description
Equifolio is a private, all-in-one portfolio tracker for investors who want the full picture — without handing their financial data to anyone.
Track shares, ETFs, crypto, bullion, property and cash side by side, with live prices, clear charts and the return figures that actually matter.
EVERYTHING IN ONE PLACE
Shares, ETFs and crypto across global markets
Bullion, property, P2P, retirement and manual "other" assets
Liabilities too, so net worth is what you actually own
Live/delayed prices, interactive charts and a portfolio heat map
Dividend tracking with a full income view, including tax withheld
RETURNS DONE PROPERLY
Time-weighted return (TWR) to judge your investments
Personal return (IRR / XIRR) to judge your journey
Realised vs unrealised profit, dividends and brokerage, split out
Cost-base adjustments (AMIT/AMMA, return of capital) handled for you
Benchmark your performance against a market index
PRIVATE BY DESIGN
Your data stays on your device — no account, no sign-up
Nothing is uploaded, sold or tracked
PROPERTY, NOT JUST A VALUATION
Rental income and expenses, each by category
Capital costs go to the cost base, not the deduction schedule
A running cost base you can actually see
Record a sale with its selling costs — and keep the rent it already paid you
COME TAX TIME
A tax records sheet for every financial year
Capital gains and losses at your own rate — never applied behind your back
Dividends, rent, property expenses and interest income, gathered in one place
Export the year as CSV or PDF for your accountant
FIFO or LIFO for capital-gains lots, and your own financial year end
BUILT FOR REAL PORTFOLIOS
Multi-currency done by date — every amount converts at its own day's rate, not today's
Enter the rate your broker actually gave you, and which currency you paid in
42 currencies built in, or add your own
Export or import a full backup, or a CSV of transactions and dividends
Equifolio is free for 14 days. After that, a yearly subscription keeps it going — cancel anytime.
Your money, your data, your device.
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Equifolio Pro is an auto-renewing annual subscription. Payment is charged to your Apple Account at purchase, and renews automatically unless cancelled at least 24 hours before the end of the period. Manage or cancel in your Apple Account settings.
Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
Privacy Policy: https://veedroot.com.au/equifolio/privacy.html
Terms of Service: https://veedroot.com.au/equifolio/terms.html