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Portfolio tracker pricing: one plan to start. Pro for everything.

Planafolio's core is free forever. Pro gives you the full overview of your wealth.

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Free

For the first overview

€0 /month

1 portfolio · 5 watchlist positions
Start for free
  • 1 portfolio
  • Unlimited securities positions
  • Manual transactions
  • CSV import (any broker)
  • PDF import (bank statements)
  • Automatic broker sync (auto-sync)
  • Full value history (entire period)
  • XIRR return
  • Dividend calendar
  • Capital gains & tax overview
  • Price updates & price history
  • Retirement needs analysis
  • Watchlist (5 positions)
  • Asset consolidation (2 external assets)
Popular

Pro

For the full overview

MonthlyYearly(2 months free)

€79 /year

equivalent to €6.58/month

Start for free
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14-day risk-free trial · cancel anytime with one click

Everything in Free, plus:

More portfolios & data

  • 10 portfolios
  • Watchlist (15 positions)
  • CSV export of your transactions

Analysis & comparison

  • TTWROR (time-weighted return)
  • Benchmark comparison (MSCI World, S&P 500, DAX)
  • X-ray allocation by currency, country & sector
  • Risk metrics (volatility, Sharpe, Sortino, VaR, beta)
  • +14 more features

Tax & optimization

  • Tax-optimized rebalancing recommendations
  • Vorabpauschale (advance lump-sum) preview
  • Tax-loss harvesting assistant
  • Exemption-order (Freistellungsauftrag) optimization
  • +2 more features

Retirement Pro

  • Gross-salary tax calculator with retirement need
  • Breakdown of your retirement income sources
  • Unlimited assets & scenario comparison
  • Monte Carlo simulation
  • +6 more features
See all 37 Pro features compared ↓

Direkt gegenübergestellt

Free vs. Pro im Detail

FeatureFreePro
Depots110
CSV import (any broker)
Full value history (entire period)
XIRR return
TTWROR (time-weighted return)—
Benchmark comparison (MSCI World, S&P 500, DAX)—
Risk metrics (volatility, Sharpe, Sortino, VaR, beta)—
Tax-optimized rebalancing recommendations—
Monte Carlo simulation—
State-pension integration & purchasing-power check—

Unklare Begriffe? Alle Kennzahlen stehen ausführlich im Glossar.

Why Pro?

For anyone who wants to know exactly where they stand

Free is enough for a first overview. Three examples of what Pro adds — once you have multiple portfolios or want to know how well you're really doing.

Pro

Every broker in one place

CSV import for any broker and up to 10 portfolios — no more spreadsheet chaos across multiple accounts.

Pro

An honest performance check

Benchmark comparison against MSCI World, S&P 500, and DAX shows whether your effort is actually paying off.

Pro

Decisions backed by data

Rebalancing suggestions and X-ray allocation by currency, country, and sector give you concrete recommendations, not just numbers.

Still unsure?

Independent, no product salesWe never sell your dataHosted in GermanyFree plan, forever