trefolio

What it does

trefolio is a portfolio tracker for European investors. Real-time quotes, broker imports (DEGIRO, IBKR, T212, Revolut), AI analysis, and dividend projections. Start with Folio for free, Trefolio for €7.99/month.

trefolio is the portfolio tracker for European investors with Clover, the default AI assistant that unifies investments (Warren) and personal-finance cashflow (Clara). EU tax reports (DE/FR/ES/NL/IT), stock screener, broker sync, AI analysis in 35 languages, and dividend projections. Free to start. Paid plans: Basic €4.99, Pro €9.99, Wealth · Ultra €24.99 per month.

A four-leaf clover is rare — so is a portfolio tracker that's powerful, affordable, and respects your privacy. AI insights in your language, real-time prices across 21 currencies, dividend tracking, and 4 dashboard themes. Connect your portfolio to Claude Code, Cursor, or Claude Desktop with a personal access token. Your tech allocation is well-diversified . Here's what we found... One conversation inside trefolio. You talk to Clover; it orchestrates Warren (investments) and Clara (cashflow) behind the scenes — same account, one answer. Clover Clara shows about €640 surplus after fixed costs, and Warren has your DCA plan at €400. That leaves buffer. Tech is already a large share of the…from trefolio.com

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