Finally See Your Complete Portfolio
Import statements from all your brokers and banks. Get one unified view of your investments with professional analytics.
Built for Individual Investors
Every feature designed with your workflow in mind
Multi-Account Import
Import statements from Interactive Brokers, Fidelity, Schwab, and 15+ banks automatically.
Unified Dashboard
See all your holdings across accounts in one clean interface.
Performance Tracking
Track returns over time with time-weighted and money-weighted calculations.
Asset Allocation
Understand your true allocation across stocks, bonds, and alternatives.
Common Use Cases
“I finally can see my complete portfolio in one place. No more spreadsheets!”
Frequently Asked Questions
How do I import my brokerage statements?▼
Simply download your statement from your broker (PDF or Excel) and upload it to BOFFO. Our AI automatically extracts all holdings and transactions.
Is my financial data secure?▼
Yes, we use bank-grade encryption. Your documents are processed securely and automatically deleted after extraction. We never share your data.
Can I track crypto and alternative investments?▼
Yes, BOFFO supports stocks, bonds, ETFs, mutual funds, crypto, and alternative investments from supported statement formats.
Ready to Get Started?
Join hundreds of individual investors already using BOFFO
Start Tracking Your Portfolio Free