futurfolio.com

What It Is

Futurfolio is an online portfolio tracking and analytics platform for investors. Its goal is to bring different types of investments into one place for tracking, while offering a more automated and customizable analysis experience than Excel. The website lists a wide range of available markets, including U.S. stocks, Hong Kong stocks, A-shares, and exchanges in multiple countries, but the only investment types currently stated as supported are stocks and loans.

Core Features and Security

Its main selling points are “no currency lock-in” and “unlimited customization.” Users can choose from 150+ currencies for their accounts and set a base currency for total-asset conversion. The dashboard supports dragging, deleting, adding, and duplicating panels. The platform also offers a Widget Market, where widgets can be expanded based on user needs; Futurfolio says users can contact the support email to help create new widgets. Stock investments can be entered as original transactions, and the system automatically handles stock splits, reducing omissions and calculation errors that often occur when maintaining spreadsheets manually in Excel. On security, Futurfolio uses WebAuthN, supports fingerprint or facial recognition, and avoids storing user passwords in its database. It also records device login attempts and geographic location for anomaly detection.

Pricing and Availability

Futurfolio is currently in a testing phase and is not charging its first group of customers. Access is not via direct signup; users submit an email address to join the waitlist/whitelist and will be notified by email when the platform is ready to open to more users. The website does not disclose official plans, billing cycles, payment methods, refund policy, or SLA.

Pros and Cons

The strengths are its standout multi-currency support and dashboard customization, which can address common investor pain points around collecting historical data in Excel, maintaining stock splits, and building custom analysis functions. Its login security design is also relatively modern. The downsides are that the product is still early-stage, asset coverage is limited, and features such as automated tax filing remain future ideas. There is also insufficient information on key SaaS capabilities such as third-party integrations, APIs, team permissions, enterprise administration, and compliance certifications.

Who It’s For and Access from China

It is best suited to individual investors who are willing to try early products, users with cross-market holdings, and people looking to move from Excel to an automated investment dashboard. If you need mature reporting, automatic broker synchronization, tax features, or enterprise-grade permissions, it is better to wait cautiously. The website does not state the access situation from mainland China, and network and payment availability are unknown. Alternatives to consider include Portfolio Performance, Sharesight, Kubera, or local options such as Xueqiu, Tonghuashun, and self-built setups using Excel/Google Sheets.