No credential handoff
Start without giving PortiFi bank or brokerage login credentials.
PortiFi is built for investors who want a useful portfolio dashboard without connecting every bank, brokerage, exchange, or wallet.

PortiFi lets you build a private net worth tracker from the assets you add, scan, or import, without requiring brokerage credential access.
Get value from the product without giving it the keys to your accounts.
Start without giving PortiFi bank or brokerage login credentials.
Use visual workflows for assets and holdings that live outside tidy APIs.
Add what matters even when no connection exists.
A cleaner story for searchers who care about financial-data exposure.


Start tracking before deciding whether any integrations are worth using.
Include the accounts and assets that change your actual net worth.
Use PortiFi as a personal dashboard, not an account-harvesting layer.
Connected trackers win on automation. PortiFi wins when privacy, unsupported assets, and the full net worth picture matter.
Connect accounts before seeing value.
Add a few assets and get a useful view first.
Only accounts the provider can connect.
Anything you can enter, scan, or track can be part of the picture.
Requires sharing credentials or token access.
Works without brokerage or bank credential collection.
Yes. PortiFi supports manual entries, scans, and screenshots so you can build a useful net worth view without brokerage linking.
Some investors prefer less credential sharing, want to track unsupported assets, or simply want control before automating anything.
It does not have to. Start with the biggest positions and add detail over time.
Start with the assets your current tracker misses.