About us

Born from the same question you're asking yourself

“Will my assets last through retirement?” — that question can't be answered honestly with three broker accounts and a spreadsheet. So I built Planafolio.

Daniel Benz, Gründer von 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 I stand for

Three principles I hold myself to

Clarity over gut feeling

Everyone should see at a glance whether their assets will cover retirement — without spreadsheet fiddling and without guesswork.

Independent of product sales

Planafolio earns from subscriptions, not commissions. I don't sell you funds, insurance or investment advice.

For savers, not traders

No ticker anxiety, no trading signals. I build tools for long-term wealth planning and retirement.

Why you can trust Planafolio

Transparency instead of marketing promises

No fluff, just verifiable facts:

Independent, no product salesWe never sell your dataHosted in GermanyCore features free

More details on encryption, hosting, and data protection are on the security page.

Curious?

Start for free and see for yourself.

Start for free

Planafolio is under continuous development — see the current system status on the status page. Questions or feedback? I'd love to hear your message.