{"id":4498,"date":"2025-03-20T10:18:58","date_gmt":"2025-03-20T10:18:58","guid":{"rendered":"https:\/\/portfellow.com\/?p=4498"},"modified":"2025-04-04T11:39:42","modified_gmt":"2025-04-04T11:39:42","slug":"from-stocks-to-real-estate-the-10-types-of-assets-you-can-track-in-portfellow","status":"publish","type":"post","link":"https:\/\/www2.portfellow.com\/et\/from-stocks-to-real-estate-the-10-types-of-assets-you-can-track-in-portfellow\/","title":{"rendered":"From Stocks to Real Estate: The 10 Types of Assets You Can Track in Portfellow"},"content":{"rendered":"
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Whether you’re a hands-on investor with multiple broker accounts or a passive long-term holder of just a few ETFs, keeping track of your entire portfolio in one place can be a challenge. That\u2019s where Portfellow comes in.\u00a0<\/p>

Unlike many platforms that only focus on stocks or funds, Portfellow is designed to give you a holistic view of your wealth \u2014 across traditional, alternative, and even private assets. In this post, we\u2019ll walk you through 10 different asset classes you can monitor and manage directly in Portfellow.<\/p>

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1. Stocks<\/h3>

From blue chips like Microsoft and Apple to niche growth stocks or Baltic market darlings like LHV Group and Coop Pank \u2014 Portfellow makes it easy to input and track your holdings. You can view real-time values, calculate annualized or cumulative returns, and even compare performance over custom date ranges.<\/p>

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2. ETFs and Index Funds<\/h3>

Track global ETFs like iShares Core S&P 500 UCITS or Vanguard FTSE All-World, with accurate pricing and returns over time. Portfellow supports popular European and US-based ETFs and lets you monitor both performance and expected income from dividend-yielding funds.<\/p>

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3. Cash Accounts<\/h3>

Keep track of your liquid capital across bank accounts or brokerage cash balances. This helps give you a clear picture of your investable capital and ensures you\u2019re accounting for idle cash when calculating your overall return.<\/p>

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4.Real Estate<\/h3>

Own a rental apartment? A summer home? With Portfellow\u2019s growing real estate module, you can track property value, rental income, and associated costs. Better yet, you can link multiple loans to one property \u2014 and soon, you\u2019ll be able to connect one loan across multiple assets. It\u2019s one of the few tools that brings this level of detail to real estate investors.<\/p>

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5. Loans and Leverage<\/h3>

Track margin loans, mortgages, or even private loans. Whether the debt is associated with real estate or used to finance other investments, Portfellow allows you to assign it to specific assets for more accurate net value calculations.<\/p>

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6. Private Equity and Startup Investments<\/h3>

Have equity in a startup or SPV? Portfellow allows you to input custom valuations, track dilution, and monitor performance over time. It’s perfect for angel investors and venture capital enthusiasts who want to visualize private holdings alongside public ones.<\/p>

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7. Cryptocurrencies<\/h3>

Bitcoin, Ethereum, or altcoins \u2014 Portfellow supports manual tracking of crypto holdings with up-to-date pricing and performance views. Whether you\u2019re holding crypto for the long haul or trading actively, it\u2019s easy to include it in your bigger portfolio picture.<\/p>

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8. Crowdfunding Investments<\/h3>

Investing through platforms like Seedrs, Crowdcube, EstateGuru, or other crowdfunding portals? Portfellow lets you track your crowdfunding investments, including expected returns, equity percentages, and funding rounds. It’s a simple way to stay on top of early-stage or real estate-backed crowdfunded projects.<\/p>

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9. Bonds<\/h3>

Whether government, municipal, or corporate, you can enter bond holdings with key details like coupon payments, maturity date, and interest schedule. Future cash flow reports can even visualize expected income over time.<\/p>

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10. Pension Funds<\/h3>

Portfellow makes it easy to track your second or third pillar pension funds or any retirement account. You can manually add your holdings and update their value periodically, ensuring your long-term wealth picture includes your future safety net \u2014 not just your liquid assets.<\/p>

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What’s new?\u00a0 Bank & Platform Integrations<\/h3>

Thanks to integrations via GoCardless, Portfellow allows you to connect to most major EU banks and fintech platforms \u2014 including Wise, Revolut, and Stripe \u2014 automating the flow of data into your dashboard and reducing the need for manual updates.<\/p>

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Why Diversified Investors Love Portfellow<\/h3>

Here\u2019s what sets Portfellow apart:<\/p>