Your family's wealth,
finally in one place.
Alfolio brings every account, every broker, every family member into a single portfolio view — then helps you make it work harder.
The problem
A modern UK investor has a 2005 toolkit.
Brokers show you their slice of your wealth. Spouses have their own logins. Children's accounts live somewhere else entirely. You're back in a spreadsheet — and it's stale the moment you close it.
Accounts scattered across brokers.
ISAs at Trading 212, SIPP at HL, GIA at IBKR. No single broker sees the whole picture — and neither do you.
No family-wide exposure.
You and your partner both hold S&P 500 trackers. Together that's 38% in US large-cap. Neither broker will tell you that.
Spreadsheets that go stale.
Your model is fine on Sunday night. By Monday lunchtime the dividends, prices and FX rates are all wrong.
Feature · Consolidated view
See everything, everywhere, at once.
Connect Trading 212, Hargreaves Lansdown, Halifax, InvestEngine and IBKR. Aggregate ISAs, SIPPs, JISAs and GIAs across your whole household. Performance, fees, dividends and exposure — by country, sector or asset class — live, in one place.
- 6 wrappers · 5 brokers · 3 family members · one dashboard
- True household-level allocation, not per-account fragments
- Live FX-adjusted P/L in £, with CGT-aware cost basis
Feature · Strategy simulator
Will your plan actually work?
Model the questions that keep you up at night. "Can we draw down £10k a month from age 58?" Back-test against decades of market history and stress-test your plan before you commit to it.
- Monte Carlo with 5,000 paths over 30 years
- Drawdown · accumulation · saving for a target event
- Outputs in plain English: success rate, ruin year, median value
Feature · Portfolio optimiser
Find a better portfolio you hadn't considered.
Compare hundreds of portfolio variations on a single chart. Drill into any option to see the underlying holdings, risk and expected return. Rebalance with confidence — not guesswork.
- Risk · return · Sharpe · drawdown — apples to apples
- Honour real-world constraints: wrapper limits, CGT, illiquid lots
- One-click rebalance plan with broker-by-broker trades
Feature · Discover & compare
7,000 stocks. 2,000 ETFs. One screening room.
Build and refine your portfolio using over 7,000 stocks, 2,000 ETFs and 200 investment trusts. Filter on fundamentals, fees and performance — compare side-by-side and find tomorrow's positions without leaving Alfolio.
- 50+ filters across fundamentals, dividends, ratings and risk
- Side-by-side comparison: returns, fees, drawdowns, allocation
- Fuzzy search across tickers, ISINs and exchanges worldwide
Feature · Build your own ETF
Design the ETF you wish existed.
Stitch a filter or a hand-picked list of stocks into a named collection. Back-test it against decades of market data. Then track it alongside your real positions — no actual ETF wrapper required.
- Save any filter or stock list as a reusable collection
- Back-test collections over decades of price + dividend history
- Track them as a synthetic holding alongside real broker positions
How it works
Three steps to a portfolio that finally adds up.
Connect once. See everything. Then act on what you see.
Connect your accounts
Read-only links to Trading 212, HL, Halifax, InvestEngine, IBKR and more. Add manual accounts for anything else. Children's JISAs in two clicks.
See the whole picture
Alfolio aggregates positions, dividends, fees and exposure across every account and family member. Live, automatic, no CSVs.
Optimise and act
Back-test strategies. Simulate withdrawals. Find better portfolios. Track rebalancing over time — and watch the numbers move.
Read-only connections
Alfolio can never trade or move money on your behalf. Only OAuth read scopes are requested.
Encrypted at rest
All broker tokens and account data are stored in an SQLCipher-encrypted database. Per-user keys.
UK-based, UK-hosted
Servers in London. Built for UK wrappers: ISAs, SIPPs, JISAs, GIAs and CGT-aware reporting.
No selling data, no ads
You're the customer, not the product. Alfolio is funded by subscriptions — full stop.
Deep dive
90 seconds inside Alfolio.
Watch how a real household connects three brokers, finds a 38% US-equity concentration they didn't know about, and rebalances in under five minutes.
FAQ
Questions, answered.
The things sophisticated investors actually ask before connecting accounts.
Which brokers does Alfolio connect to?
Trading 212, Hargreaves Lansdown, Halifax Share Dealing, InvestEngine, Interactive Brokers (via Flex), plus 100+ more via SnapTrade. If your broker isn't supported yet, you can add holdings manually — they'll still appear in every chart, allocation, and back-test.
Can I add manual accounts and assets?
Yes. Add property valuations, pensions you can't connect, cash savings, crypto, or any custom asset — Alfolio treats them as first-class. Manual values can be updated by hand, or pulled from a URL.
How does family-member access work?
You can invite a partner to view (or co-edit) the household portfolio. Children's JISAs sit under your account by default — no extra logins. Permissions are granular: someone can see their slice without seeing the rest.
Is my broker password stored?
No. Where brokers offer OAuth (Trading 212, IBKR, SnapTrade members) we never see credentials. Where they don't (older HL flows), tokens are encrypted at rest with SQLCipher and never leave the EU. Connections are strictly read-only.
What does it cost?
Private beta is free. At launch, Alfolio will be a flat monthly subscription — no AUM fee, no per-trade fee, no upsells. A free tier with one broker connection will remain available.
Do you sell or share my data?
No. Ever. Alfolio is funded by subscriptions. We don't sell aggregated data, run ads, or share with third parties beyond what is required to operate broker connections.
Can I export my data?
Yes. Full CSV export of positions, trades, dividends, and history at any time. Your data is yours.
Stop juggling spreadsheets.
Start running your portfolio like a pro.
Private beta is invite-only and open to UK self-directed investors. Sign up below — we'll reach out within 48 hours.
No card. No spam. Cancel any time during beta.