Choose your plan - Start 14 days free

Start simple, grow strongly: personal, club, fund or managed.

Billed monthly Billed annually (-20%)
TransFolio company logo
Individual

€ 18

per month

Free trial

14 days free – 1-click cancellation

Ideal for personal and family wallets.

  • All accounts together, in one overview
  • Family/multi-account in one report
  • Up to €1 million in assets
TransFolio company logo
Club

€ 13

per member / per month (min. 2 members)

Free trial

14 days free – 1-click cancellation

The tool for clubs and teams with members and contributions.

  • Everything from 'Individual'
  • Members & everyone's contribution clear
  • Fair distribution with clear reports
  • Contributions & meetings neatly kept

Most chosen

TransFolio company logo
Elite

€ 30

per month

Free trial

14 days free – 1-click cancellation

Perfect for diversified larger portfolios.

  • Everything from 'Club'
  • Apply one strategy on multiple accounts
  • Efficient execution without duplication of work
  • Up to €3 million in assets
TransFolio company logo
Business

€ 54

per month

Schedule a demo
Custom demo • SLA/customization on request • Data migration included

For organizations that require reporting or scaling up

  • Everything from 'Elite' + rcustom retrieval
  • Costs & reimbursements central
  • Up to €5 million in assets
    ( ≥ € 5 mln: quotation )

Cancel whenever you want • 14 days free • Annually (-20%) • Prices incl. 21% VAT • Free support
Stock market data included in every plan — worldwide, including mutual funds.

Discover the Stock Market Data & Market Database

TransFolio company logo
Individual

€ 15

per month

Free trial

14 days free – 1-click cancellation

Ideal for personal and family wallets.

  • All accounts together, in one overview
  • Family/multi-account in one report
  • Up to €1 million in assets
TransFolio company logo
Club

€ 11

per member / per month (min. 2 members)

Free trial

14 days free – 1-click cancellation

The tool for clubs and teams with members and contributions.

  • Everything from 'Individual'
  • Members & everyone's contribution clear
  • Fair distribution with clear reports
  • Contributions & meetings neatly kept

Most chosen

TransFolio company logo
Elite

€ 25

per month

Free trial

14 days free – 1-click cancellation

Perfect for diversified larger portfolios.

  • Everything from 'Club'
  • Apply one strategy on multiple accounts
  • Efficient execution without duplication of work
  • Up to €3 million in assets
TransFolio company logo
Business

€ 45

per month

Schedule a demo
Custom demo • SLA/customization on request • Data migration included

For organizations that require reporting or scaling up

  • Everything from 'Elite' + rcustom retrieval
  • Costs & reimbursements central
  • Up to €5 million in assets
    ( ≥ € 5 mln: quotation )

Cancel whenever you want • 14 days free • Annually (-20%) • Prices incl. 21% VAT • Free support
Stock market data included in every plan — worldwide, including mutual funds.

Discover the Stock Market Data & Market Database

Practical — everything you need to know

Choose the plan that suits you. Switch whenever you want—data is saved.

    1. Install and open TransFolio.
    2. Choose New portfolio of Import.
    3. Use the sample file to explore directly (optional).

    You will receive short steps and free support at the start.

    • You can switch between Individual, Club, Elite and Business at any time.
    • Your data and history will be fully preserved.
    • The price will adjust starting from the next billing period.

    • Support for Interactive Brokers and Lynx, among others.
    • CSV/Excel import and manual entry are available.
    • Dividends, interest and taxes are processed properly.

    View IB connection

    • Overview, returns, cash flows and distributions per member/participant.
    • Exports to PDF and Excel for accountants and audits.
    • One-click period reports.

    • Your data remains in your own environment and can be exported at any time.
    • Backups and transfers are easy.
    • We do not sell or share your data with third parties.

    • 14 days free, one-click cancellation.
    • Monthly or annually (–20%).
    • Prices include 21% VAT. An invoice will be automatically sent by email.

FAQ

Yes. Compare per portfolio with EUROSTOXX 600, AEX, S&P 500 or your own benchmark; return vs benchmark per period.

Sector, region/country, currency, market, and asset class; zoom in with a single click.

Yes. Price chart with buys, sells, dividends and cash flows as markers,

Yes. PDF and Excel, per period and per (family/club) portfolio.

Yes. Global data, including investment funds

Yes. Interactive Brokers, Lynx, and others; transactions, dividends, and taxes are imported.

14 days free • exchange is always possible • support included

For assets & organizations with higher demands

TransFolio Corporate

Scalable portfolio management for teams and clients — with customized reporting.

When do you choose Corporate?

  • You manage more than €5 million in assets or multiple entities.
  • You need comprehensive reports for management, accounting or audit.
  • You want uniform implementation across many accounts and clear costs/reimbursements.

What do you get?

  • Scale model portfolios (uniform implementation across many accounts).
  • Custom reporting with exports to PDF/Excel for audit and compliance.
  • Fees & costs central with efficient bulk promotions.
  • Onboarding & data migration included, SLA and volume pricing available upon request.

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 pricing — team discussing charts and cost overview at table
With 2 or 80 accounts – TransFolio makes it simple and verifiable.

What our users are saying

TransFolio has completely changed the way I manage my investments. Tracking both individual and consolidated portfolios in one place, combined with access to global market data, makes it an indispensable tool for any serious investor.

Sophie D.

Lyon

Mark & ​​Paul's support is fantastic. They respond quickly to questions and always offer clear, practical solutions. It's reassuring to know that such a dedicated team is behind TransFolio.

Lars J

Stockholm

The Multi-Investor Portfolios (MIF) and Unified Managed Portfolios (UMP) features are real game-changers for my business. With TransFolio Business, I effortlessly manage larger, more complex portfolios, and the client reporting options are top-notch.

Hans M.

Bonn

As our business grew, we needed a solution that could handle both the increasing volume of assets and the diverse user base. TransFolio Corporate offered not only the scalability we needed but also volume discounts that helped control our costs.

Charles M.

Madrid

What I appreciate most about TransFolio are the customized reports, perfectly tailored to our specific needs. It's like having an in-house analyst working continuously, ensuring we always have the insights we need to make well-informed decisions.

Elena Rossi

Milan

CompuGraphics' educational courses are top-notch. They've significantly expanded my portfolio management knowledge, and the insights I've gained have been invaluable in optimizing my investment strategies. Highly recommended for both beginners and experienced investors.

Pieter dV

Amsterdam

Site licenses for clubs or teams

Whether you want to purchase TransFolio for your entire club, team, department, or organization, our cost-effective site licensing model is designed to meet your trading tools needs.