Perkfolio
See everything. Miss nothing.
Every brokerage, exchange, and wallet — one real-time dashboard. Track P&L across stocks and crypto, spot concentration risk, and finally invest with the full picture.
The Challenge
Investors managing positions across multiple brokerages, crypto exchanges, and wallets had no unified view. Calculating true P&L, tracking concentration risk, or knowing when to rebalance meant manually reconciling data across a dozen platforms — each with its own format, delay, and login.
The Solution
We designed and built Perkfolio from the ground up: a real-time portfolio analytics platform with 50+ brokerage integrations via SnapTrade (read-only, credentials never stored), live P&L across every position, sector heat maps, risk radar charts, and a portfolio balancer that shows target-vs-actual allocation at a glance. ML-driven insights surface anomalies and opportunities across the full portfolio.