No credential handoff
Start without giving PortiFi bank or brokerage login credentials.
Track net worth without brokerage logins.
PortiFi is built for investors who want a useful portfolio dashboard without connecting every bank, brokerage, exchange, or wallet.
Private by defaultManual entries, scans, and screenshots keep the product useful before automation.
5-starApp Store rating
10+asset categories
Nobank or brokerage login
Freeto start
Your brokerage shows a slice. PortiFi shows the picture.
PortiFi lets you build a private net worth tracker from the assets you add, scan, or import, without requiring brokerage credential access.
MarketStocks, ETFs, crypto
RealProperty, vehicles, valuables
NetCash, debt, one number
Privacy without a useless blank dashboard
Get value from the product without giving it the keys to your accounts.
Scan and screenshot
Use visual workflows for assets and holdings that live outside tidy APIs.
Manual entries
Add what matters even when no connection exists.
Private positioning
A cleaner story for searchers who care about financial-data exposure.
Useful without bank or brokerage credentials
A lower-friction start
- 01
Skip the connection wall
Start tracking before deciding whether any integrations are worth using.
- 02
Add the real picture
Include the accounts and assets that change your actual net worth.
- 03
Keep the view private
Use PortiFi as a personal dashboard, not an account-harvesting layer.
Track what connected apps leave behind.
Connected trackers win on automation. PortiFi wins when privacy, unsupported assets, and the full net worth picture matter.
Onboarding
Connect accounts before seeing value.
Add a few assets and get a useful view first.
Coverage
Only accounts the provider can connect.
Anything you can enter, scan, or track can be part of the picture.
Trust
Requires sharing credentials or token access.
Works without brokerage or bank credential collection.
Answers, without the sales fog.
- 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.
Can I track net worth without linking accounts?
Why would I avoid brokerage linking?
Will manual tracking take forever?
See your real net worth.
Start with the assets your current tracker misses.