Stratfolio
One view across all your brokerage accounts. Stratfolio aggregates your holdings and organizes them by systematic strategy — giving you the clarity to make informed decisions about your capital.
Aggregate
Connect multiple brokerage accounts into a single, unified dashboard. No more switching between platforms to understand your full picture.
Organize
Break out holdings by systematic strategy. See exactly how your capital is allocated across each approach — regardless of which account holds it.
Analyze
Clear data analysis and reporting tools that help you evaluate strategy performance, track allocations, and stay on top of your portfolio.
Built for Systematic Investors
Whether you run multiple strategies across different brokerages or simply want a better way to understand your portfolio, Stratfolio gives you the structure and visibility that standard brokerage tools lack.
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