SmartFolio review
Track stocks, ETFs, crypto and dividend income privately
- The Big Head
- Free
- iPhone & iPad
Does it deserve #6?
The verdict
SmartFolio is a portfolio tracker that keeps everything on your device. You import trade history from a long list of brokers or a spreadsheet, then see every buy, sale and dividend per holding, time-weighted returns and expected income. There is no account and no bank connection, which is great for privacy but means imports are manual. For dividend investors who want a free, private overview, it is a strong pick.
- Imports from many brokers or CSV
- Dividend and interest income view
- Time-weighted returns vs the S&P 500
- Shareable PDF reports
Score breakdown
Overall = features 30% · design 20% · speed 20% · value 15% · privacy 15%. Why these weights?
What we like
- Free with no ads, no account and no in-app purchases
- Your data never leaves your iPhone or iPad
- Clear history of every trade, even after you sell
What could be better
- No automatic broker sync, so updates mean re-importing
- iPhone and iPad only
Dividend and long-term investors who want a private, free portfolio view
you want accounts to sync automatically or track your whole budget too
Questions about SmartFolio
Is SmartFolio free?
Yes. SmartFolio is free on the App Store with no account, no ads and no in-app purchases.
Does SmartFolio connect to my brokerage?
No. You import your history from a broker export or a spreadsheet, and the data stays on your device.
What are the best alternatives to SmartFolio?
The closest alternatives are Empower Personal Dashboard, Robinhood and Monarch Money. See all of them ranked on our SmartFolio alternatives page.
Where does SmartFolio rank?
SmartFolio ranks #6 of 10 in our Money & Investing ranking, with an overall score of 8.5 out of 10.