About Alignfolio
Built to make portfolio allocation easier to see.
Alignfolio was created to help investors look past ticker lists, account balances, and daily market noise - and see what their portfolio actually looks like.
Who is behind Alignfolio
My name is Alex Odas, PhD (Physics). I'm a licensed financial advisor based in British Columbia, Canada.
A large part of my work revolves around portfolio construction and asset allocation. Over time, I came to appreciate that one of the most important aspects of investing isn't predicting markets - it's understanding what you actually own.
Most portfolio tools focus on performance, watchlists, market news, or trading activity. They show tickers, account balances, and daily market movements.
What interested me was something simpler: a clear view of portfolio structure.
Why Alignfolio exists
How much is in Canadian equities? How much is in U.S. equities? How much is fixed income? Has the portfolio drifted away from its intended allocation? If new money is added, how does that affect the overall picture?
I built Alignfolio to answer those questions.
The goal was to create a simple, privacy-first tool that helps investors see their portfolio through the lens of allocation rather than individual holdings. A collection of accounts, ETFs, and stocks becomes a clear allocation that is easier to understand and monitor over time.
What Alignfolio does
Alignfolio compares your current allocation against your target allocation and shows the difference. You can enter holdings manually or upload a CSV export and immediately see your portfolio structure.
There are no predictions, no buy or sell signals, and no attempts to tell you what the market will do next.
Just a clearer picture of what you own.
Privacy-first by design
Alignfolio does not require brokerage logins or account connections. There is no account syncing, no third-party connection to your investments, and no trading permissions.
You stay in control of your data. You can upload a CSV export or enter your holdings manually without connecting your brokerage account.
Alignfolio Advisor
The same allocation-first philosophy is also being applied to Alignfolio Advisor, a version designed for financial advisors who monitor multiple households and portfolios.
Individual investors and advisors have different needs, but the underlying challenge is similar: turning a collection of accounts, holdings, and market values into a clear picture of portfolio allocation.
Whether you're managing your own portfolio or overseeing many, better decisions start with better visibility.
Get in touch
Questions, feedback, or ideas are always welcome at info@alignfolio.com. Alignfolio is a small, independent product - emails are read by the person who built it.