Portfoliom

Your investment portfolio. Every detail.

Portfoliom feature guides

Getting started or looking for a particular setting? Find help with adding investments, organizing them into groups and keeping your data backed up.

Grouping investments: read the full guide

Everyday overview

Investment portfolio tracking: your net worth in one placeSee your investment portfolio value, daily changes and overall gains or losses in one place. A practical guide to the Portfoliom Home screen.

Favorites and hiding amountsKeep your favorite assets close at hand, reorder their cards, open price charts and hide amounts when someone else can see your screen.

Refreshing your investments: why prices may stay the sameLearn how to refresh prices in Portfoliom, why a price may stay unchanged, and what the Refresh incomplete message means.

Grouping and transactions

Purchases, sales and managing positionsRecord purchases and sales in Portfoliom, keep quantities up to date, assign purchases to groups and correct transaction details.

Grouping investments: organize assets and purchasesCreate Portfoliom groups, assign holdings and individual purchases, and switch between asset-type and group views on Home and Diagram.

Tracking assets

Track stocks and ETFs on AndroidLearn how to add stocks and ETFs to Portfoliom, record your purchases and sales, and follow their prices.

Track Hungarian stocks alongside global assetsAdd Hungarian shares, enter your purchase details and see their value in forints, euros or dollars alongside your other investments.

Track crypto within your complete investment portfolioAdd crypto manually, manage quantities and purchase records, follow available prices and see its share of your total investment portfolio in Portfoliom.

Import crypto balances from a public wallet addressRead available crypto wallet balances, choose the assets you want to track, and decide whether their quantities should update later.

Track Hungarian government bonds in PortfoliomAdd FIXMÁP, MÁP+, PMÁP, DKJ and euro-denominated Hungarian bonds using nominal amounts, published quotes and accrued interest.

Track investment funds and their price historySelect Hungarian investment funds available through BAMOSZ, record your fund units and explore published price histories in Portfoliom.

Track cash, deposits and interest-bearing balancesRecord cash by currency in Portfoliom, maintain deposits and withdrawals, and optionally estimate compound interest on a balance.

Include real estate in your investment portfolioRecord property using a total value or area multiplied by price per square meter, and include your own valuation in Portfoliom.

Charts and results

Investment portfolio allocation by asset type and groupSee how your investment portfolio is split between asset types or your own groups. Tap the pie chart to explore the holdings in each category.

View your investment portfolio in HUF, EUR or USDView your investments in forints, euros or dollars, and learn why the same holding can show a gain in one currency and a loss in another.

Currency impact: why your HUF result changesEnable currency impact in Portfoliom and understand how EUR/HUF and USD/HUF movements can affect foreign holdings displayed in forints.

Price charts for stocks, ETFs, crypto and fundsOpen an asset price chart in Portfoliom, zoom and pan, and understand what historical prices say about your holding.

Investment portfolio history: what the chart showsLearn how Portfoliom estimates the past value of your current investments and why this differs from your actual account history.

What does a bond-payment notice mean?Learn why Portfoliom may flag a bond payment, what happens after adding or importing a bond, and what to check when a notice appears.

Savings and FIRE

Savings calculator: when could you reach your goal?Estimate progress toward a savings target in Portfoliom using current wealth, monthly contributions and an assumed annual growth rate.

FIRE calculator: planning for financial independenceUse annual spending and a withdrawal-rate assumption to calculate a FIRE target in Portfoliom, then estimate progress with monthly savings.

Backups and settings

CSV export and import: back up or move your investment portfolioBack up your investments, transactions and groups to a CSV file, then restore them in Portfoliom when you change phones.

Privacy, local storage and app lockUnderstand encrypted local storage in Portfoliom, optional app lock, screenshot protection and how CSV backups differ from internal data.

Settings: language, theme and the app introductionCustomize Portfoliom with English or Hungarian, light or dark appearance, grouping, currency impact and the introductory walkthrough.

Free or Premium: what is included?Try every Portfoliom feature with one asset for free. See what Premium adds, how asset limits work and where to manage your subscription.