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.
brokerage & exchange integrations
securities tracked
real-time data refresh
platform uptime
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.