Stay on top of your financial life with a unified workspace that shows what you own, what you owe, and how your spending affects net worth. Fillfolio consolidates investments, expenses, budgets, and account-level balances so you can make informed decisions without jumping between multiple apps.

Many investors and households struggle with fragmented financial data: brokerage statements in one place, crypto wallets in another, bills and bank accounts scattered across services. That fragmentation makes it hard to see true net worth, to understand which accounts drive performance, or to evaluate whether budgets are actually improving your financial position. Fillfolio addresses this by tying portfolio balances to specific accounts and sources, surfacing gaps such as missing prices, exchange rates, or cost basis so you always know the coverage and confidence of your data.

• Multi-asset portfolio tracking: Track stocks, ETFs, funds, crypto, cash, and liabilities so you get a full, accurate picture of net worth across asset classes.
• Expense and budget management: Record expenses and organize budgets alongside investments to see how spending patterns influence net worth and cash flow.
• Read-only MCP connections for AI workflows: Connect supported AI assistants safely through read-only MCP tools so authorized models can analyze your financial data without moving money.
• Google Sheets export via the Fillfolio add-on: Export portfolio and transaction data to Google Sheets for custom analysis, reporting, or backup.
• Wide AI assistant compatibility: Link to ChatGPT, Claude, Grok, and other supported assistants to incorporate AI insights into your planning and reporting workflows.

Fillfolio’s value lies in integration and clarity. Unlike single-purpose expense apps or isolated portfolio trackers, it preserves account-level provenance so each balance is tied to its source and provider. That transparency makes it easier to spot incomplete data and to prioritize reconciliation. The platform also focuses on safety and control: MCP connections are read-only, enabling AI-driven analysis while ensuring no trades are executed and no funds are moved. This combination of comprehensive visibility and cautious access is ideal for users who want smarter insights without compromising account control.

This tool is best suited for individual investors, household finance managers, and anyone who needs to track net worth across diverse asset types while managing budgets and expenses. It’s particularly useful for users who hold a mix of brokerage accounts, retirement funds, crypto wallets, and bank accounts and who want a single place to monitor how those pieces contribute to overall financial health.

Fillfolio streamlines the routine tasks of recording transactions and monitoring balances while enabling deeper inquiry through AI assistants and spreadsheet exports. Whether you prefer manual entry for precise control or use supported account connections where available, Fillfolio gives you one consolidated view to understand holdings, identify data gaps, and align spending with long-term goals.