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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

Start for free

Basics

  • 1 portfolio
  • Manual transactions
  • XIRR & TTWROR metrics
  • Value history (last 90 days)
  • Retirement needs analysis

More portfolios & import

  • Unlimited portfolios
  • CSV import (any broker)
  • Full-history value chart

Analysis & comparison

  • Benchmark comparison (MSCI World, S&P 500, DAX)
  • X-ray allocation by currency, region & sector
  • Dividend forecasting

Retirement Pro

  • Asset consolidation & scenarios
  • Monte Carlo simulation
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Pro

For the full overview

MonthlyYearly (2 months free)

€79 /year

equivalent to €6.58/month

Start for free

Basics

  • 1 portfolio
  • Manual transactions
  • XIRR & TTWROR metrics
  • Value history (last 90 days)
  • Retirement needs analysis

More portfolios & import

  • Unlimited portfolios
  • CSV import (any broker)
  • Full-history value chart

Analysis & comparison

  • Benchmark comparison (MSCI World, S&P 500, DAX)
  • X-ray allocation by currency, region & sector
  • Dividend forecasting

Retirement Pro

  • Asset consolidation & scenarios
  • Monte Carlo simulation

Why Pro?

For anyone who wants to know exactly where they stand

Free is enough for a first overview. Pro pays off once you have multiple portfolios or want to know how well you're really doing.

Every broker in one place

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

An honest performance check

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

Decisions backed by data

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

Still unsure?

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