Welcome to OptiPortfolio
Effortlessly track, manage, and analyze all your financial assets in one secure place. OptiPortfolio helps you stay on top of your finances with real-time balance snapshots, account categorization, and insightful dashboards.
Unified Dashboard
View all your accounts, balances, and asset classes at a glance, with up-to-date snapshots, trends, and analytics.
Secure Authentication
Your data is protected with modern authentication and optional YubiKey 2FA support for enhanced security.
Account & Asset Class Management
Add, edit, and categorize accounts and asset classes to organize your financial life with ease.
Features
Balance Snapshots
Take regular balance snapshots to track your net worth and asset allocation over time.
Diversification & Risk Analytics
Visualize your diversification score, risk exposure, and asset class breakdown to optimize your portfolio.
Cash Buffer & Tax Split
See how many months of expenses your cash covers and the split between tax-advantaged and taxable accounts.
Pension & Withdrawal Forecast
Forecast your retirement savings and safe withdrawal rate with interactive tools and charts.
Custom Notifications & Reminders
Get weekly email reminders to add snapshots, with a configurable reminder day in your settings.
Ticker Bar
Track your favorite assets and tickers in a customizable ticker bar at the top of your dashboard.
Membership & Premium Features
Unlock premium features and benefits with a membership plan.