Portfolio analysis software: strengthen your investment strategy

Professional portfolio software for smart decisions and greater peace of mind.

Monitor your investments with confidence and overview thanks to TransFolio – powerful portfolio analysis software for individual investors, investment clubs and institutions.

TransFolio gives you insight into your portfolio. You'll see how market fluctuations and diversification impact your results, without the software executing any trades. You'll make informed decisions. You'll have the right tools to increase returns, mitigate risks, and diversify strategically.

TransFolio makes monitoring investments easierAutomatically analyze your performance, monitor cash flows, and discover valuable insights with visual reports. All in one place, tailored to your investment goals.

Professional portfolio management software with TransFolio

Smart software package for efficient portfolio management

Whether you work with one or multiple portfolios, TransFolio provides you with insight into performance, cash flows, and reporting.
Your investment strategy becomes clearer, more consistent, and more professional. The power lies in the complete package: you monitor all your investments, accounts and transactions in one place – tailored to your needs.

Software that suits your investing style

TransFolio portfolio management software offers a range of smart features to efficiently manage your portfolio: from clear account analyses to powerful tools for transactions, performance, and reporting.
You gain more insight, more control and more peace of mind with every investment decision.

Account management: one overview, all accounts

✔ Monitor investments, accounts, obligations and income
✔ Clear grid and customizable reports
✔ Always have insight into your financial situation

Transaction management: all movements under control

✔ Track purchases, sales and cash flows in detail
✔ Multiple accounts in one central view
✔ Visibility over cash flow and investment activity

Table Center: Deep insights for better decisions

✔ Analyze data by sector, region or investment type
✔ Use advanced filters and grouping options
✔ Enhance strategic thinking with visual dashboards

Visualization & reporting: see what matters

✔ Transform numbers into clear graphs
✔ Review portfolio composition and key performance metrics visually
✔ Support your decisions with visual insights

Automation & Compliance

✔ Automate corporate actions and integrations
✔ Global data always up-to-date
✔ Your portfolio remains compliant and efficient

🔎 Did you know?

In 2026 in Belgium capital gains on shares, funds and trackers possibly taxed.

With TransFolio software helps you track the evolution of your portfolio and the impact of market fluctuations on your portfolio value.
So you remain in control, even with new taxes.