Portfolio organization
Your portfolio, finally organized.
Wealthfolios turns holdings into focused portfolios. Group holdings, set target weights, and spot drift at a glance.
- SHA-256 encrypted API keys
- Syncs holdings instantly
The problem
A holdings list is not a plan.
The shift
Organize holdings into intentional bundles.
The result
Focus your attention on what matters before it drifts.
From clutter to clarity
Make the portfolio you already have easier to monitor and manage
No model portfolios or automatic trades—just a clean view of your holdings, organized around the ideas you care about.
- 01
Connect your exchange
Link your exchange accounts with API keys. Holdings sync in seconds.
- 02
Structure what you own
Group positions into sleeves like Core, DeFi, or High Conviction with target weights.
- 03
Watch what drifts
See live allocation vs. targets and catch drift before the portfolio gets messy.
Stop treating every position like a mystery
Start with what's already in your exchange account. Leave with a portfolio you can actually explain.