Your brokerage shows numbers.
Growfolio tells the story.
Upload your portfolio — CSV, Excel, or even a screenshot. Get a clear, plain-English briefing that turns your holdings into insights you'll actually understand. ☕
No credit card required·2-minute setup·Works with Fidelity, Schwab, Robinhood, Vanguard & more
Total Portfolio
$84,231
↑ +$1,204 (+1.45%)
Best Today 🏆
NVDA
↑ +4.2% · +$342
Watch Closely 👀
TSLA
↓ -2.8% · -$118
Sector Allocation
🟢 Healthy Mix📰 Your Briefing
Apple beats earnings expectations — what it means for your position.
💡 You hold $3,574 here. Eyes up.
Chip demand surge pushes NVDA to best week since January.
💡 Your 12 shares are up $342. Not bad.
Rate decision Wednesday — here's how it hits your bonds.
💡 You're 18% in fixed income. Stay tuned.
How It Works
From upload to insight in 60 seconds.
No manual entry. No spreadsheets. Drop your portfolio and we handle the rest.
Upload your portfolio 📎
Drop a CSV from Fidelity, an Excel export from Schwab, or take a screenshot of your brokerage app. We read it all — no typing required.
We do the heavy lifting 🧠
Our platform reads your holdings, pulls live market data, and writes a personalized briefing — the kind your brokerage app never thought to send you.
Read your briefing ☕
A clear, story-style report about YOUR portfolio. Plain English. Real insight. Zero jargon. The kind of thing you'll actually want to open.
Features
Everything your brokerage app isn't. 📈
Built for investors who want to understand their money, not just stare at it.
Screenshot, CSV, or Excel — your call
Screenshot your brokerage app, export a CSV, or drop in an Excel file. However your data lives, we'll take it from there.
News that's actually about you
Only see stories that matter to YOUR holdings. If you don't own it, we don't show it. All signal, no noise.
Portfolio health score
A 0–100 score that shows how diversified, balanced, and risk-adjusted your portfolio really is. In one number. In plain English.
Multi-account view
Individual brokerage. Roth IRA. 401k. See them all together with a clean breakdown — the full picture, finally in one place.
“I finally understand what's happening in my portfolio. It's like someone hired a writer to explain my investments to me — in a language I actually speak.”
— Early Growfolio user ☕
Ready to understand your portfolio?
Join investors who've traded confusing statements for clear, story-style briefings about their money.
Get started free →No credit card required·2-minute setup·Works with Fidelity, Schwab, Robinhood, Vanguard & more