Track holdings, allocation, performance, and dividends across every account — wired into the same research tools you already use to make decisions.
Three pillars — holdings, allocation, performance — done well, without the dopamine tricks most portfolio apps lean on.
Every position in one view
See every holding across accounts in one consolidated dashboard — prices stream live during market hours, and historical cost basis is preserved.
Know what you actually own
Break your portfolio down by asset class, sector, geography, and individual ticker — so you spot concentration before it bites you.
TWR, MWR, and the boring stuff that matters
Time-weighted and money-weighted returns over any window, plus dividend cash flow and reinvestment tracking — not a Robinhood-style smiley face.
Most portfolio trackers are either toys or paywalled spreadsheets. OmniFolio is built around research, so the dashboard is the front door — not the destination.
Holdings come from your actual brokerage statements — no demo numbers, no synthetic samples. It's your portfolio, your numbers, your decisions.
Positions and personal cost basis are stored against your account only. We never sell or share portfolio data with third parties — full stop.
Click any ticker to jump into Company Lookup, insider activity, congressional trades, and SEC filings — your portfolio is the index into our whole research stack.
The kind of questions investors should be asking — answered without leaving the page.
Free to start. Add holdings in minutes, get a research-grade view of every position.