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Wealth management & Investing

Your money.
Working for you.

Consolidate your wealth (PEA, brokerage, crypto), filter 40,000+ stocks, track upcoming earnings and get dividend alerts — all in one app.

14-day free trial
Secure data
40,000+ stocks covered
CSV & Excel import
wolfora.app/patrimony/dashboard
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 portfolio analysis in minutes.

Step 1

Create your account

Sign up in 30 seconds. 14-day free trial, no credit card required.

Step 2

Import your portfolio

Add positions manually or import a CSV/Excel file from your broker.

Step 3

Analyze and decide

Screener, watchlist, earnings calendar and dividend alerts — all connected.

Everything you need

One platform, full arsenal

Wealth tracking, stock research, earnings calendar, personal budget — Wolfora centralizes your entire investing workflow.

Global wealth

Consolidated view of all your accounts and positions in real time.

  • Multi-account: PEA, brokerage, crypto, cash
  • Realized & unrealized P&L, asset allocation
  • Dashboard with growth chart and dividends

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

Earnings calendar

Anticipate quarterly earnings releases for your stocks.

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

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

Transaction import

Recover your history from your broker in a few clicks.

  • CSV and Excel import
  • Automatic format recognition
  • Consolidated history per account

Personal finance

Manage your daily budget alongside your investments.

  • Income, expenses and custom categories
  • Monthly summary and full history
  • Global financial health score

DCA simulator

Project your capital growth over the long term.

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

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

Keep an eye on global markets from your dashboard.

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

Who is it for?

Whether you manage a PEA, pick stocks, or track budget and investments together — Wolfora adapts.

PEA / brokerage investor

You have multiple accounts and want a consolidated view without Excel.

  • ·Multi-account and CSV import
  • ·Realized and unrealized P&L
  • ·Dividend tracking

Stock picker

You hunt for new ideas and follow earnings releases closely.

  • ·40,000+ stock screener
  • ·Watchlist with detailed cards
  • ·Earnings calendar

Budget + invest

You want to link monthly savings to your investing strategy.

  • ·Personal finance and health score
  • ·Long-term DCA simulator
  • ·Wealth + budget in one view

See it in action

Clear interfaces to track, filter and anticipate — not just a feature list.

Wealth

Your entire wealth at a glance

See total value, performance and allocation across accounts without juggling spreadsheets.

  • Net worth, P&L and dividend KPIs
  • 12-month growth chart
  • Stocks, ETFs, crypto and cash breakdown
wolfora.app/patrimony/portfolio
Aperçu du portfolio Wolfora en mode clair
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
Aperçu du screener Wolfora en mode clair
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
Aperçu du calendrier des résultats Wolfora en mode clair
40k+
filterable stocks
Earnings
calendar
Dividends
alerts
Multi-account
PEA, brokerage, crypto
Subscription

14-day free trial, then monthly or yearly

One 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

  • Full screener (40,000+ stocks)
  • Unlimited watchlist
  • Advanced portfolio dashboard
  • Earnings calendar
  • Dividend alerts
  • CSV / Excel import
  • DCA simulator
  • CSV export
Save 17% · Recommended
Annual plan
€8.25 /month

Billed €99 per year €119.8817%

Included

  • Full screener (40,000+ stocks)
  • Unlimited watchlist
  • Advanced portfolio dashboard
  • Earnings calendar
  • Dividend alerts
  • CSV / Excel import
  • DCA simulator
  • CSV export

I already have an account — sign in

Frequently asked questions

Everything you want to know before getting started.

14-day free trial

Ready to ditch the spreadsheet?

Create your account in 30 seconds. Free trial, no credit card required.

Start my free trial