Most investors hold both stocks and crypto but track them separately. PortiFi solves that. One app, one dashboard, one total portfolio value — updated in real time across every asset class you own.
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Add real estate, retirement accounts, vehicles, and metals on top of your stock and crypto holdings. PortiFi is the only app that tracks your complete financial life.
The modern retail investor doesn't live in one asset class anymore. It's common to hold Apple stock in a Robinhood account, Bitcoin on Coinbase, index funds in a 401k, and maybe some real estate on the side. Tracking all of that requires hopping between four different apps, each with its own interface and data export format.
The mental overhead is real. You can't easily answer "what's my total exposure to tech?" or "how much of my net worth is in volatile assets?" because the data is scattered. That's not just inconvenient — it leads to allocation blind spots and decisions based on incomplete information.
PortiFi's stock and crypto portfolio view solves this by pulling everything into one place. You get a single allocation chart showing how stocks, crypto, and other assets relate to each other as percentages of your total portfolio. The AI advisor layer then helps you interpret what that means and what to consider adjusting.
Whether you're a long-term buy-and-hold investor or someone who actively trades between crypto and equities, PortiFi gives you the unified view you need to invest with intention.
PortiFi brings it all together. Free to start today.
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