Track net worth, portfolios, dividends, and FIRE goals across stocks, crypto, real estate, and pensions — with live prices and multi-currency support.
PotoFin connects directly to your brokers, Swiss pension platforms, and live market data — read-only, always.
From daily portfolio tracking to long-term FIRE planning — all your financial tools in one place.
Beyond balances — Poto surfaces what to act on, how you actually entered the market, and where your allocation has drifted.
A live portfolio health score plus prioritized, actionable opportunities — concentration risk, rebalancing gaps, and more.
Your financial data stays yours. Every broker connection is read-only — PotoFin can see your positions, but it can never place trades, move money, or withdraw funds. We never sell your data.
Every user's data lives in a fully isolated namespace. No shared tables, no cross-user queries — your portfolio is invisible to anyone else.
Sign-in is handled by Clerk, a dedicated identity provider — your password is never stored on our servers, and sessions use short-lived, JWT-based tokens.
All data is hosted on Convex infrastructure in the EU, covered by GDPR protections. You can delete your account and all associated data at any time.
Connect a broker (Interactive Brokers, SnapTrade) via secure, revocable API access, or enter values manually — either way, PotoFin has no ability to place trades or move funds.
We don't sell, share, or monetize your financial data. PotoFin is subscription-funded — your data is never the product.
All traffic is encrypted in transit with TLS 1.3. Convex enforces strict authentication on every API call — unauthenticated requests are rejected at the edge.
Join and start tracking your wealth journey today. Free, private, and powerful.