EaseFolio presents itself as a comprehensive solution for those looking to enhance their asset tracking capabilities, whether they are fund managers or individual investors. This portfolio tracking platform aims to streamline the management of financial assets, potentially saving users time and reducing the complexity often associated with investment monitoring.
The challenges of tracking investments through traditional methods such as Excel, handwritten notes, or platforms like Robinhood can lead to inefficiencies and limited insights. EaseFolio addresses these issues by offering a user-friendly interface that brings your portfolio to life, allowing for a cohesive view of your investments in one place.
Key features of EaseFolio include:
- Unlimited asset tracking capabilities
- Tracking of both realized and unrealized gains
- Customization options for fees, taxes, and notifications
- A comprehensive database with over 40,000 pre-loaded stocks and cryptocurrencies
The platform also provides real-time price updates for a more accurate reflection of your portfolio's performance. Overall, EaseFolio aims to improve the accuracy and efficiency of portfolio management.
Overview
Easefolio is a Freeware software in the category Business developed by Black Mountain Investment Group, LLC.
The latest version of Easefolio is 2.22, released on 01/04/2025. It was initially added to our database on 01/04/2025.
Easefolio runs on the following operating systems: iOS.
Users of Easefolio gave it a rating of 5 out of 5 stars.
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