Alignfolio Advisor

Start your 14-day free trial.

Unlimited households, accounts, and holdings. Nightly live pricing, CSV import, and household-level drift monitoring - no custodial integration and no client credentials required.

What's included

One plan. Nothing to configure.

Unlimited client households, accounts, and holdings.
Nightly live price updates across every account.
CSV upload and manual entry, with per-holding pricing overrides.
Household-level target allocation and drift monitoring.

Alignfolio Advisor is an educational allocation-monitoring tool. It does not provide investment advice or trade recommendations.

Create an account

Save your results so you don’t have to enter them again.

Free to try. Upgrade anytime for history, reminders, and multiple portfolios.

Create a free account first. After signup or login, you will return here to start your 14-day trial.