Every feature of PieFolio AI

    A complete portfolio tracker for everyday investors. Track every holding, get an AI-written analysis, see your Health Score, and never miss a dividend.

    What you get

    One calm dashboard for every investor.

    Dividend Calendar

    Never miss a payout again.

    Dividend calendar: next 7 days on Free, up to 365 days with Premium.

    Forecasted income

    $813/ yr
    ▲ +12.4% YoY

    4 payouts this month

    Jan
    Feb
    Mar
    Apr
    May
    Jun
    Jul
    Aug
    Sep
    Oct
    Nov
    Peak
    Dec
    $
    $
    $

    Next 30 days

    AAPL · JNJ · KO · MSFT

    $184.20

    Incoming

    Portfolio Health

    A score for what you own.

    Portfolio Health gives you a single 0-100 score and a letter grade for what you own, and it recalculates every time your portfolio changes. You'll see a clear breakdown of risk, diversification, and dividend strength, plus a summary card you can share.

    Health Score
    86/100
    Strong
    Diversification92
    Risk balance78
    Income stability84

    AI Analysis

    AI that reads your portfolio.

    AI turns your holdings into a report on risk, diversification and income. Free: 3 AI analyses/month; Premium: unlimited under fair use.

    Fair use

    AI Reasoning

    Live portfolio analysis

    Thinking
    HoldingsSectorsDividendsRisk dataConcentrationDiversificationIncome outlookAI

    Portfolio tracking

    Your wealth, live.

    Add your holdings yourself in the app. We do not connect to brokers. Free: 1 portfolio with up to 25 holdings.

    Net worth

    $84,210

    ↑ +$1,240 this week

    Live in the app

    Chat with your portfolio.

    AI Chat is live: 5 messages per month on Free, 300 on Premium.

    Why is my risk score Medium?
    Your top 3 holdings make up 41% of total value, mostly in Tech. Lowering AAPL by ~5% would shift you to Low.
    What about my dividend income?
    Portfolio Health

    A score for what you own.

    Portfolio Health gives you a single 0-100 score and a letter grade for what you own, and it recalculates every time your portfolio changes. You'll see a clear breakdown of risk, diversification, and dividend strength, plus a summary card you can share.

    • Health score & letter grade
    • Concentration & diversification metrics
    • Shareable summary card
    Health Score
    0/100
    Strong
    Diversification92
    Risk balance78
    Income stability84
    AI Analysis

    AI that reads your portfolio.

    AI turns your holdings into a report on risk, diversification and income. Free: 3 AI analyses/month; Premium: unlimited under fair use. Fair use

    • Structured, sectioned report
    • Per portfolio or all combined
    • Honest helpful / not helpful feedback

    AI Reasoning

    Live portfolio analysis

    Thinking
    HoldingsSectorsDividendsRisk dataConcentrationDiversificationIncome outlookAI
    Dividend Calendar

    Never miss a payout again.

    Dividend calendar: next 7 days on Free, up to 365 days with Premium.

    • Dividend calendar: next 7 days on Free, up to 365 days with Premium.
    • Favorites for what you watch
    • Pull-to-refresh, anytime

    Forecasted income

    $813/ yr
    ▲ +12.4% YoY

    4 payouts this month

    Jan
    Feb
    Mar
    Apr
    May
    Jun
    Jul
    Aug
    Sep
    Oct
    Nov
    Peak
    Dec
    $
    $
    $

    Next 30 days

    AAPL · JNJ · KO · MSFT

    $184.20

    Incoming

    Live in the app

    Chat with your portfolio.

    AI Chat is live: 5 messages per month on Free, 300 on Premium.

    Why is my risk score Medium?
    Your top 3 holdings make up 41% of total value, mostly in Tech. Lowering AAPL by ~5% would shift you to Low.
    What about my dividend income?