Help center

Getting started

Navigating the platform
All you need to know to find your way around after signing up. Learn how to use the platform's interactivity to find what you are looking for, how to access help, and about the lingo used.
Choosing your portfolio
Our essential guide to finding your portfolio, may it be one pre-defined by us or one custom-built by you. Learn about important factors to consider when deciding on a portfolio.
Analysing ETFs, stocks, and more
Get acquainted with the tools we provide to analyse and compare assets and portfolios. Learn how to access detailed metrics and interactive visualisations.
Investing your portfolio
Follow these steps to implement your investment portfolio and to track your investments. Learn about the tools we provide to make the process as easy as possible for you.
Managing your asset database
Asset lists and asset attributes help you to organise your assets. Adding new assets can be done with just a few clicks and many options to choose from.
Sign up for our newsletter. Keep informed about the markets & our portfolios. Learn about investing & our product innovations.
Sign up for free. You can opt out at any time.
Product
PortfoliosAssetsInvestmentsInsightsPricing
Learn
FAQHelp CentreBlog
Company
AboutCareers
Asset Insights
Top AssetsETFsStocksCurrencies

PortfoliosEquitiesFixed IncomeCommodities

CryptocurrenciesS&P-100NASDAQ-100

pfolio GmbH is a financial service provider under the Swiss Financial Services Act (FinSA) and is registered in Switzerland.

This website constitutes advertising within the meaning of Art. 68 FinSA and is provided for informational purposes only. It does not constitute an offer, solicitation, or investment advice.

This website is primarily intended for persons domiciled in Switzerland. By accessing it, you confirm that you are legally permitted to use its content and agree to the Terms of pfolio GmbH.

Investments involve risks, including the potential loss of the entire principal amount. Past performance is not a reliable indicator of future results.

© 2026 pfolio GmbH. All rights reserved.
This website uses cookies. Learn more in our Privacy Policy