Simple portfolio tracker

A portfolio tracker without bank linking.

No account. No sign-up. No bank credentials. Your portfolio lives on your device, and a screenshot is all SnapFolio needs to start tracking it.

Traditional trackers

SnapFolio.AI

Account sign-up with email and password

No account required

Bank or broker credential linking

Screenshot import — log in nowhere

All your data on their servers

Portfolio stored locally on your device

Buy/sell recommendations to follow

Educational insights only

Simple doesn't mean sacrificing depth

No account doesn't mean no capability. SnapFolio tracks 11 asset classes, converts between currencies automatically, values bonds from their own terms, and reminds you about maturities and coupon dates — all behind the same one-screenshot import.

Get started from the SnapFolio.AI home page, or explore AI portfolio insights.

Frequently asked questions

Is my data private?
Your portfolio data stays on your device. No account required, no bank connections, and your holdings are never sold. Images you import are processed in real time for asset recognition and are not stored by SnapFolio.
What is included in the free plan, and what does premium add?
The free plan includes one unified portfolio with up to 10 assets, manual entry, and delayed prices. A premium subscription unlocks unlimited assets, AI screenshot import, AI portfolio insights, and live market prices — with a 7-day free trial.
Which devices does SnapFolio.AI support?
SnapFolio.AI is built for iPhone and available on the App Store in English. It also supports multi-currency portfolios with automatic exchange-rate conversion.

Start tracking your investments
the right way.

Import your portfolio from a screenshot in seconds. Free, private, and effortless.

Download on the App Store