# Fillfolio (fillfolio.com)

Tracks brokerage, exchange, wallet, bank and manual holdings in one read-only net worth view.

- Atlas card: https://inite.ai/en/atlas/fillfolio.com
- Site: https://fillfolio.com
- For: People who hold investments, crypto and bank accounts across several apps and want one combined view.
- Categories: finance
- Use not measured/100 · alive 100/100

## 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

## Price

- from 9.17 USD/month, no free plan (read 2026-10-19 on https://fillfolio.com/pricing)

## For developers

- OpenAPI: https://fillfolio.com/openapi.json (1 paths)
- MCP server: com.fillfolio/mcp (namespace; auth on 2026-10-19)
- Read 2026-10-19

## MCP server, measured daily

Server: https://fillfolio.com/api/mcp, checked every day since 2026-10-19 (3 checks).

- Answered: measuring, 3 daily checks so far
- Median first answer: 520 ms
- Sign-in: OAuth (the client signs the user in)
- Method: https://inite.ai/en/atlas/mcp/report

## Your data

- Certifications stated: soc2, iso27001, iso27701
- Training on your data: no (https://fillfolio.com/security)
- Read 2026-10-19

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Source: INITE Atlas, https://inite.ai/en/atlas/fillfolio.com. JSON: https://inite.ai/api/atlas/fillfolio.com. MCP: https://inite.ai/api/mcp (atlas_lookup).