Fillfolio - portfolio net worth tracker

Your own portfolio holdings, one click away while you browse and research. Reading company news, researching a stock, or comparing investments? Select a ticker such as NVDA, MSFT, or META, then click the Fillfolio button to see its market price and, with a connected paid account, what you own: quantity, holding value, available return, and a breakdown by source. Keep your research page open and put the news in the context of your portfolio. Open the toolbar popup for a compact portfolio dashboard with total value, holdings, cash, and top positions. Privacy Mode hides personal values when you are sharing your screen; choose Show to reveal them. The full Fillfolio web app is always a click away. FREE TICKER PRICE LOOKUP Check supported stock, ETF, fund, cryptocurrency, and currency symbols without signing in. The helper appears after a selected symbol is confirmed. If a ticker identifies more than one asset, choose the matching asset. Price availability and request limits apply. PERSONAL HOLDINGS WHILE YOU RESEARCH Connect an active paid Fillfolio account to see your own holdings directly in the page card, plus the portfolio dashboard in the toolbar. Prices and personal returns are labeled separately. Unavailable returns and incomplete source coverage are identified. Settings let you control the selected-ticker helper, Privacy Mode, local cache, and disconnect/revocation. PRIVATE, READ-ONLY ACCESS The ticker helper sends only the selected, normalized symbol to Fillfolio. It does not send surrounding article text, form contents, page URLs, full page contents, or browsing history. Personal holdings appear in an isolated extension frame, and access can be revoked. The extension does not place trades, transfer funds, custody assets, or request wallet seed phrases. THE FILLFOLIO PORTFOLIO AND NET WORTH APP Fillfolio brings investments, cash, and debt into one source-aware portfolio tracker. Connect supported brokerages and exchanges, track public blockchain wallet addresses, or add manual holdings and transactions. Supported bank cash and credit-card debt connections are available on ULTRA and HYPER. Institution, network, asset coverage, connection limits, and refresh allowances depend on your plan and supported sources. Review stocks, ETFs, funds, crypto, cash, and liabilities in the dashboard. Organize portfolios and saved views, search holdings, review allocation, browse transaction history, choose a reporting currency, and export Excel-compatible XLSX, CSV, and ZIP reports. Connection data reflects the information available from each provider; refresh does not guarantee newly retrieved institution balances. Plans: https://fillfolio.com/pricing Banks: https://fillfolio.com/banks Brokerages and exchanges: https://fillfolio.com/brokerages Wallets: https://fillfolio.com/wallets Net worth: https://fillfolio.com/net-worth GOOGLE SHEETS PORTFOLIO REPORTS The Fillfolio - Portfolio Net Worth Tracker Google Sheets add-on is included with paid plans. Manually sync a one-way portfolio report into your chosen spreadsheet, including holdings, transactions, cash, liabilities, allocation, and source breakdowns. Sync replaces Fillfolio-managed ranges; keep your own calculations in separate tabs. Sheets sync includes full financial values, independent of the app's Privacy Mode. Setup: https://fillfolio.com/google-sheets-add-on Marketplace: https://workspace.google.com/marketplace/app/fillfolio_portfolio_net_worth_tracker/53096853488 MCP FOR AI RESEARCH WORKFLOWS Connect a compatible AI client through Fillfolio's authenticated, read-only MCP integration, subject to account eligibility and client support. Ask about portfolio summaries, holdings, individual assets, cash and liabilities, and activity. Access requires authorization and can be revoked from Fillfolio Settings. MCP cannot trade, transfer funds, or refresh providers. Setup: https://fillfolio.com/mcp Endpoint: https://fillfolio.com/api/mcp Extension help: https://fillfolio.com/browser-extension Privacy: https://fillfolio.com/privacy Support: https://fillfolio.com/contact