Born from the same question you're asking yourself
"Is my wealth enough for retirement?" — that's not a question three brokerage accounts and a spreadsheet can answer seriously. So we built Planafolio.
Who's behind this
Hi, I'm Daniel
I build Planafolio as a single person — no investors, no sales team, no product sales in the background. There's nobody pushing me to sell you a fund or an insurance policy just because a quarterly target demands it.
It started with my own spreadsheet, trying to wrangle several brokerage accounts and my retirement planning into one place. At some point it was clear: this needs a real tool — so I built one.
All details about me and how Planafolio is operated are transparently listed in the legal notice.
What we stand for
Three principles we hold ourselves to
Clarity over gut feeling
We believe everyone should be able to tell at a glance whether their wealth is enough for retirement — without spreadsheet-wrangling or guesswork.
Independent of product sales
Planafolio earns from subscriptions, not commissions. We don't sell you funds, insurance, or investment advice.
For savers, not traders
No price-ticker anxiety, no trading signals. We build tools for long-term wealth planning and retirement.
Why you can trust us
Transparency instead of marketing promises
No fluff, just verifiable facts:
More details on encryption, hosting, and data protection are on the security page.
Planafolio is under continuous development — see what's changed lately in the changelog. Questions or feedback? We'd love to hear from you via your message.