Why TransFolio portfolio management?

No more Excel. No more confusion. Just insight and control.

TransFolio portfolio management gives you a clear overview of all your investments. Track accounts, cash flows, and expenses in a single dashboard, with automatic imports from brokers and reports per member, club, or fund. Efficient, auditable, and ready for 2026.

TransFolio portfolio management – ​​overview of investments on laptop

Who is TransFolio for?

📊 Active investors

Manage multiple accounts in a single overview. Easily track performance, cash flows, and expenses.

👨‍👩‍👧‍👦 Families & clubs

Track deposits, returns, and distributions by member – with personalized reports. Learn more about support for investment clubs.

🏦 Structures & funds

Manage your own fund structure with reports, cash flows and clear participation overviews.

What makes TransFolio strong in portfolio management?

  • Everything in one overview:
    From accounts to returns and cash flows – you can track everything in one clear dashboard.
  • Automatic import via brokers
    Retrieve transactions, dividends, interests and taxes from Interactive Brokers and Lynx.
  • Personal reporting
    Generate reports per member or portfolio, ideal for clubs, families or funds.
  • Custom templates and colors
    Make each tab visually recognizable with custom color settings and display formats.
  • Full cash monitoring
    Seamlessly track entries and exits, cash distribution, exchange transactions, and reinvestments.

    Want to know more? Manage your investments with confidence and overview.

  • Ready for the value added tax in 2026
    TransFolio helps you correctly report every capital gain, dividend, or withholding tax.

TransFolio works for you

Whether you manage one portfolio or 80 accounts, TransFolio gives you control over your investments.
No more calculations, no Excel tables, no surprises.
Simply clear insight – every day.

TransFolio portfolio management - Short FAQ

What is TransFolio portfolio management?

A software solution to manage accounts, cash flows and reports in one overview.

Does TransFolio work with my broker?

Yes, with Interactive Brokers and Lynx via automatic import.

Does TransFolio help with reporting towards 2026?

Yes, you keep an overview of capital gains, dividends and withholding tax.

transfolio portfolio management is also suitable for clubs
With 2 or 80 accounts – TransFolio makes it simple and verifiable.