Closed beta has started
Create individual Portfolio Dashboards

Every portfolio is unique, just like your sproutFolio dashboard. You decide what you want and  don't want to see.

50,000+ Stocks, ETFs & Funds
20,000+ Cryptos
Custom Assets

Join the closed beta now

The closed beta phase has started. If you want access to sproutFolio, please contact us via chat or support@sproutsoft.io

Features

Customizing

Create custom charts and arrange them freely on your personalized dashboard.

Calculate own KPIs

Use our calculation builder to create KPIs tailored to your specific needs.

Tags

Categorize your assets with custom tags. Analyze and group by your own tags.

Donut + Legend

Track your assets

With sproutFolio you have all your assets in one place.

  • 50000+ Stocks, ETFs & Funds

  • 20000+ Cryptos

  • Custom Assets

Line chart

Portfolio Performance & Benchmarks

There are numerous charts to visualize the development of your entire portfolio or parts of it.

  • Benchmark with indices and invested capital

  • Any form of analysis possible with our custom charts: By time, asset, tag, type, group, country,...

  • Show historical PE Ratio and other KPIs

FOR INDIVIDUALS

Dividends and Cashflow

sproutFolio tracks dividends, crypto staking rewards and other cashflows.

  • Analyze your past and future cashflow

  • Calculate the Yield of your portfolio

  • Group your time charts by days, weeks, months, quarters or years

Line chart

Calculations

With our calculation builder you can create your own charts and KPIs based on your assets. For example:

  • What percentage of my portfolio is in one asset?

  • How many German pension points does your dividend portfolio correspond to?

  • Create own KPIs

FOR INDIVIDUALS

Tags

Categorize your assets with custom tags.

  • Use your own categorizations

  • Multiple tags per asset are possible

  • Analyze and group by your tags

Pricing

sproutFolio is completely free during the beta phase. After that there will be free and paid subscriptions.

Pricing

Start a 14-day trial now, no credit card or registration required. After this test phase, decide whether you want to continue using sproutAnalytics for a fee.

Yearly
Monthly
Save Up To 30%
Free
Up to 5 Companies
$0/month
$20 per license
Certification
Premium Support
14 days free trial, no credit card needed
Investor
Up to 20 Companies
$4,99/month
$15 per license
Certification
Premium Support
Whitelabelling
14 days free trial, no credit card needed
Portfolio Manager
Up to 50 Companies
$9,99/month
$12 per license
Certification
Premium Support
Whitelabelling
14 days free trial, no credit card needed
Platinum
Up to 100 Companies
$29.99/month
$10 per license
Certification
Premium Support
Whitelabelling
14 days free trial, no credit card needed

All plans include

Powerful Analytics
100+ Templates
Calculation of own KPIs
Cashflow Forecasting
Previous Year Comparison
Forecasts
Budget Planning
Targets
Project Controlling
Multi-Currency Consolidation
Reference Lines
Analysis for:
Journals
Invoices
Products
Projects
Customers
Time Tracking
Orders
Quotes
Customers
...and more

Frequently asked questions

Everything you need to know about the product and billing.
Is there a free trial available?
Yes, you can try all plans for free for 14 days.
Can I change my plan later?
Of course. Our pricing scales with your Portfolio. Chat to our friendly team to find a solution that works for you.
What happens after my free trial expires?
After your 14-day free trial expires, sproutFolio becomes inactive. You can still view the dashboards, but updating your data is disabled. You can subscribe any time after your trial ends, and regain full access by viewing the subscription page in sproutFolio and subscribing to a plan.
Do I have to upload my data manually?
Yes, you currently have to enter your assets and transactions manually.