Free portfolio analyzer + Pro monitoring →

Make your investing life easier.

Track your portfolio without maintaining spreadsheets, manually updating prices, or calculating allocation drift yourself.

Managing a portfolio often means:

  • Spreadsheet maintenance
  • Manual price updates
  • Combining multiple accounts
  • Tracking drift yourself
  • Deciding where new contributions belong
  • Managing dozens of tickers
  • Worrying about brokerage connections or account syncing

Alignfolio helps automate those tasks.

Drift analysis — example portfolio

Demo
Asset
Current
Target
Status
US Equity24.55%20.00%Moderate
Developed Markets33.64%30.00%Moderate
Emerging Markets26.36%25.00%On Track
Bonds15.45%25.00%Off Track
Bonds are -9.55% below target. New contributions toward bonds could help reduce overall drift.

What Alignfolio does

Account & Household Monitoring

Monitor allocation and drift across all your accounts and households in one place.

No Spreadsheet Maintenance

Stop building and maintaining portfolio tracking spreadsheets.

Drift History

See how your allocation changes over time so nothing sneaks up on you.

Asset-Class View

Focus on allocation by asset class instead of tracking dozens of individual tickers.

Contribution Guidance

See where new money could have the biggest impact on reducing drift.

Daily Price Updates

Portfolios stay current automatically - no manual updates, no CSV re-uploads.

No Brokerage Connection Required

Upload your holdings once. No account linking, no OAuth, no syncing.

Email Reminders & Alerts

Get notified when it's time to review your portfolio or when drift reaches a level worth attention.

Before and after

Before

Spreadsheet with manual ticker entries
Multiple brokerage accounts, no combined view
Manual calculations for drift and allocation
Portfolio reviews take time to set up

After

One dashboard across all accounts
Automatic price updates daily
Drift monitored and flagged automatically
Contribution guidance built in

Spend less time maintaining your portfolio.

Start with the free analyzer or unlock ongoing monitoring with Pro.

Free Analyzer

No signup required. Enter holdings or import a brokerage CSV.

Drift analysis · Allocation charts · Contribution guidance

Pro Monitoring

Set up once. Alignfolio monitors automatically.

$4.99/mo or $49/yr · Nightly updates · Drift alerts

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