Free portfolio analyzer + Pro monitoring →

Stop maintaining your portfolio spreadsheet.

Most portfolio tools show you what you own. Alignfolio helps you see what's aligned, what's drifting, and what deserves attention.

✓ No brokerage connection required
✓ No account linking - ever
✓ Upload once, see your allocation instantly

Try Free Analyzer

Enter your holdings or import a brokerage export. No signup required.

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Set up your portfolio once. Alignfolio monitors allocation drift automatically - no manual updates, no CSV uploads.

Annual and monthly plans available

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See Your Drift

Get drift in % and dollar terms

Spot What's Off

Instantly see what's overweight or underweight

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No bank connections. No data leaves your device.

This is a demo portfolio. See yours in 2 minutes.

Drift Analysis

Example portfolio (demo)

Asset	Current	Target	Drift	Status
US Equity	24.55% ($27,000)	20.00%	+4.55% (+$5,000)	Moderate Drift
Developed Markets	33.64% ($37,000)	30.00%	+3.64% (+$4,000)	Moderate Drift
Emerging Markets	26.36% ($29,000)	25.00%	+1.36% (+$1,500)	On Track
Bonds	15.45% ($17,000)	25.00%	-9.55% (-$10,500)	Off Track

US Equity

Moderate Drift

Current: 24.55% ($27,000)

Target: 20.00%

Drift: +4.55% (+$5,000)

Developed Markets

Moderate Drift

Current: 33.64% ($37,000)

Target: 30.00%

Drift: +3.64% (+$4,000)

Emerging Markets

On Track

Current: 26.36% ($29,000)

Target: 25.00%

Drift: +1.36% (+$1,500)

Bonds

Off Track

Current: 15.45% ($17,000)

Target: 25.00%

Drift: -9.55% (-$10,500)

Portfolio Alignment Summary

Above Target

US Equity: $5,000
Developed Markets: $4,000
Emerging Markets: $1,500

Below Target

Bonds: $10,500

Status Analysis

The current portfolio is over-weighted in equities and under-weighted in bonds.

Free Analyzer

Analyze your portfolio now

✓ Enter holdings manually or import a brokerage export
✓ Manual allocation entry
✓ Drift analysis
✓ Allocation charts
✓ Invest New Cash suggestions

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Pro Monitoring

Set it up once. Alignfolio does the rest.

Enter your holdings once. Alignfolio automatically updates prices, monitors allocation drift, and shows your allocation across all accounts - so you can see how new contributions could reduce drift.

✓ Nightly price updates
✓ Automatic allocation drift monitoring
✓ Contribution guidance - see how new cash could reduce drift
✓ Drift history and allocation tracking
✓ Combined allocation view across all accounts
✓ Email reminders and alerts

Annual and monthly plans available

US$4.99/month or US$49/year

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