Fillfolio
From $9.17/mo
≈ 11visits/mo
Use not read yet · estimate, read Oct 13, 2026
- For
- People who hold investments, crypto and bank accounts across several apps and want one combined view.
- Price
- From $9.17/mopricing page, read Oct 19, 2026Trial & discounts: save 17% yearly
- Used for
- View combined net worth across brokerage, crypto and bank accounts
- Review holdings from brokerages and wallets before reallocating
- Export portfolio holdings and balances into Google Sheets
- Has an MCP server (1 in the registry)public registry →
- Publishes llms.txt, a file written for AI assistantsfillfolio.com ↗
- Trains on your dataNosecurity page ↗
- Certifications they stateSOC 2 Type II · ISO 27001 · ISO 27701security page ↗
- Privacy policy updated2026-09-30privacy policy ↗
- Security contactsecurity.txt
“Fillfolio does not train AI models on your portfolio.”
security page ↗
These are Fillfolio's own statements, read from its pages. We did not audit them. A line that is missing was not found on the pages we read; it does not mean the practice is absent.
- MCP servercom.fillfolio/mcpverified in the MCP registry
- Stateanswers, requires sign-inchecked 2026-10-19
- Address to connectfillfolio.com/api/mcp
- OpenAPI spec1 pathsthe spec ↗
- MCP docsfillfolio.com/mcpthe vendor's page ↗
This card as JSON, for your agent →
Each line is something a program found when it went looking: the registry entry, the server's own answer, a spec that parses. A missing line means we did not find it, not that it does not exist.
Figure and bar: visits/mo, estimate · year: online since
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Not it? Say what you need
betaThree tools from the Atlas for the job you describe, each with what fits and what does not.
No notes yet. What do you use Fillfolio for?
Sign in to leave a noteWhat is Fillfolio?
Tracks brokerage, exchange, wallet, bank and manual holdings in one read-only net worth view. It is listed in the Atlas under Finance.
Who is Fillfolio for?
People who hold investments, crypto and bank accounts across several apps and want one combined view.
How much does Fillfolio cost?
Paid plans start at $9.17/mo, per Fillfolio's pricing page on 2026-10-19.
Is Fillfolio free?
No. Its pricing page showed no free plan on 2026-10-19.
Does Fillfolio train AI on your data?
No, per its security page (2026-10-19): “Fillfolio does not train AI models on your portfolio.”
Is Fillfolio safe?
We do not audit vendors. What Fillfolio publishes, read 2026-10-19: SOC 2 Type II, ISO 27001, ISO 27701 stated on its security page; on training with your data, “Fillfolio does not train AI models on your portfolio.”.
How do I cancel Fillfolio?
In its own words (terms of service, 2026-10-19): “You may cancel a subscription at any time through the billing portal or by contacting [email protected].”
What are alternatives to Fillfolio?
In Finance, by use: InvestMates, My CFO Silvia, StackEasy, Sequence, Trade It, Gainium.
How we read a tool
No votes, no reviews, no vendor claims. Every week a crawler reads each tool's own site and a few public registries, and the words on the card are bands over what it read.
- Use: visits to the site (estimated), installs from npm and PyPI, presence in Chrome's usage report.
- Activity: the newest release on GitHub, npm or PyPI; the newest dated page on the site; open roles on a public jobs board.
- Price: the vendor's own pricing page, read with the date. A figure is printed only when it is on that page.
- The line and the use cases are written by us from the homepage, one tool at a time, and refused when they repeat the vendor's marketing.
How AI assistants read each site — the reading vendors ask us about — is on each tool's own visibility page.
How we read every tool → · By INITE Atlas Desk
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