Wolfora consolidates multi-broker wealth (PEA, brokerage, crypto): Saxo/IBKR sync or CSV import, so you track performance, allocation and dividends in one place. Screener, earnings calendar and alerts complement portfolio tracking.

Where does the market data come from?

When your broker is connected (Saxo, IBKR), portfolio valuation uses your broker’s marks and NAV. Markets, charts, and watchlist use public market data (Yahoo Finance), refreshed regularly — not a tick-by-tick stream. The earnings calendar combines Nasdaq and Financial Modeling Prep. Data is transmitted securely and encrypted in transit.

Can I import my existing portfolio?

Yes — connect Saxo or IBKR, import CSV/Excel (Degiro, Trade Republic, Boursorama…) from Wealth > Portfolio, or add positions manually. History is consolidated per account.

Is there a commitment?

No. After the 14-day trial, you choose a monthly or yearly plan. Cancel anytime; you keep access until the end of the period already paid.

Yes. Passwords are stored securely, payments are handled by Stripe, and personal data is not sold. You can export or delete your account at any time.

Which stocks does the earnings calendar cover?

US stocks via Nasdaq, plus international tickers via Financial Modeling Prep. Upcoming releases are filtered on your watchlist and portfolio.

Can I manage multiple accounts?

Yes. Create as many accounts as you need (PEA, brokerage, crypto…) and view consolidated or per-account wealth from the dashboard.

Multi-broker wealth tracking

Your wealth.
One clear view.

Consolidate PEA, brokerage and crypto — connect Saxo or IBKR, or import CSV. Performance, dividends and allocation, without spreadsheets.

Create your account See features

14-day free trial

Secure data

Perf & allocation at a glance

Saxo, IBKR & CSV

wolfora.app/patrimony/markets

Net worth

48 320 €

+6.1%

Unrealized P&L

+4 210 €

+9.6%

Dividends

820 €

+12.3%

Cash

3 500 €

-1.2%

How it works

From sign-up to consolidated wealth in minutes.

Step 1

Create your account

Create your account and confirm your email. 14-day free trial, no credit card required.

Step 2

Connect your accounts

Link Saxo or IBKR, import a CSV (Degiro, Trade Republic…), or enter positions manually.

Step 3

Track your performance

Consolidated wealth, P&L, allocation and dividends — with screener and earnings calendar.

Features

Multi-broker wealth, clearly

PEA, brokerage, crypto: one view. Screener and alerts support decisions — built around the portfolio.

Consolidated wealth

All accounts and positions in one view — broker sync or import.

Multi-account: PEA, brokerage, crypto, cash
P&L, TWR and asset allocation
Growth chart and dividend tracking

Broker sync & import

Connect Saxo or IBKR, or recover history from CSV in a few clicks.

Saxo and Interactive Brokers connection
CSV import: Degiro, Trade Republic, Boursorama…
Consolidated history per account

Advanced screener

Filter 40,000+ global stocks with precise fundamental criteria.

US, Europe and international markets
P/E, revenue growth, net margins, 52-week position
Sector, country and quality score filters

Watchlist & alerts

Follow your favorite stocks and stay on top of passive income.

Detailed cards: P/E, ROE, dividend, margins
Automatic dividend alerts
Financial health score per stock

Earnings calendar

Anticipate quarterly earnings releases for your stocks.

Upcoming dates by company
Filtered on your watchlist and portfolio
US, Europe and international coverage

Benchmark tracking

Measure your portfolio performance against major market indices.

Compare vs S&P 500, CAC 40 and more
Cumulative return from your start date
Overlay on your performance chart

Market overview

Monitor global markets from your dashboard.

Major indices with updated sparklines
US, Europe and Asia at a glance
Crypto Fear & Greed indicator

DCA simulator

Project your capital growth over the long term.

Initial and monthly contributions
Custom return rate and time horizon
Graphical projection visualization

Also included: personal budget and crypto trading journal.

Who is it for?

For multi-account, multi-broker investors who have outgrown spreadsheets.

PEA / brokerage investor

Multiple accounts, one consolidated view — without Excel.

·Multi-account, Saxo/IBKR sync or CSV
·P&L and real performance
·Dividend tracking

Multi-broker

Saxo, IBKR, Degiro, Trade Republic… everything in one place.

·Broker connections and imports
·Consolidated allocation and TWR
·Benchmark vs indices

Active investor

Screener and earnings calendar on top of wealth tracking.

·Screener and watchlist
·Earnings calendar
·Dividend alerts

See it in action

Consolidated wealth first — then tools to decide.

Wealth

Your entire wealth at a glance

Total value, performance and allocation across accounts — without juggling apps and spreadsheets.

Net worth, P&L and dividend KPIs
Growth chart and TWR
Stocks, ETFs, crypto and cash breakdown

wolfora.app/patrimony/portfolio

Wolfora portfolio overview in light mode

Screener

40,000+ stocks filterable in seconds

Find opportunities with precise fundamentals — sector, country, valuation and growth.

P/E, growth, margins and 52-week filters
US, Europe and international universe
Instant search by ticker or name

wolfora.app/screener

Earnings

Anticipate quarterly releases

Track upcoming earnings for your portfolio and watchlist, with EPS estimates.

Automatically filtered on your positions
Countdown to each release date
US and international coverage

wolfora.app/earnings-calendar

40k+

filterable stocks

Earnings

calendar

Dividends

alerts

Multi-account

PEA, brokerage, crypto

Subscription

14-day free trial, then monthly or yearly

Full access to Wolfora. Cancel anytime.

14-day free trial included before the first charge

Monthly plan

€9.99 /month

No commitment — cancel anytime.

…

Included

Unlimited multi-account portfolio
Saxo & IBKR sync + CSV import
P&L, TWR, allocation and dividends
Screener (40,000+ stocks)
Watchlist and earnings calendar
Dividend alerts
DCA simulator
CSV export

Save 17% · Recommended

Annual plan

€8.25 /month

Billed €99 per year €119.88−17%

…