BareInvestfolio app icon: a bear in a suit and hat pointing at a glowing lime upward chart Private portfolio tracker

BareInvestfolio: your portfolio, kept private

A private, no-account portfolio tracker for crypto, stocks, ETFs and cash. A real ledger, live prices, performance charts and a tax return report you can export as a PDF.

  • No account
  • No ads
  • No tracking
Contact us

Multiplatform. Android: in testing. iOS: in development.

Home screen showing a total portfolio value of $30,638.73, up 10.9% over the last month, with a green performance chart and top holdings.
See your whole portfolio at a glance.
  • Account details for a US brokerage account worth $11,952.25 with a green one-month performance chart and Add Asset and Record Transaction buttons.
    Performance for each account.
  • Asset allocation donut chart for an account, with a legend of the largest holdings and a list of assets with gains in green.
    See where your money is.
  • Chart data picker listing Total Portfolio Value, Cost Basis, Unrealized Gain/Loss, Realized Gain/Loss, All-Time Change and Value Change percent.
    Six ways to look at performance.

Private by design

Most portfolio trackers want an account, a bank connection or your email address before they show you a number. BareInvestfolio doesn't.

Read the full Privacy Policy Terms of Use

  • Your portfolio is stored on your device and we cannot see it.
  • No sign-up, no ads, no analytics, no tracking, no cookies in the app.
  • Price requests carry tickers, not balances or who you are.
  • Crash reports are optional and don't identify you.
  • If you use an activation code (given out by us to testers and reviewers), the code is sent to our TradeScope service to check it. No name, email or account is involved.

How it works

  1. Add your accounts.

    Brokerage, bank, exchange, wallet or cash. Load the demo data first if you want to look around.

  2. Record or import what happened.

    Buys, sells, swaps, transfers, dividends. Or import a CSV from MSP or BareInvestfolio.

  3. See the picture.

    Live value, performance by period, allocation, and a tax return report ready to export.

Everything it does today

You enter your own accounts and transactions, or import them from a CSV, and the app does the rest on your phone.

From your ledger the app works out what you own, what it is worth, what it cost and how it has performed, over a week, a month, a year or all time, in 16 supported currencies.

Prices are free for crypto, stocks, ETFs and indices. Pro, which is optional, adds wider coverage through our own TradeScope price service. Everything that can run on your phone is free.

Portfolio and performance

  • One home screen for the whole portfolio: total value, change over 1 week, 1 month, 1 year or all time, and a chart that turns green or red with the period.
  • Chart modes: Total Portfolio Value, Cost Basis, Unrealized Gain/Loss, Realized Gain/Loss, All-Time Change and Value Change %.
  • Top holdings on Home with live price change, and a full All Holdings list with search, filters (All, Crypto, Stock, ETF, Cash) and a "combine accounts" switch.
  • Per-account performance charts with an asset allocation donut.
  • Asset details: price chart (1W, 1M, 1Y, All), quantity, average cost, current value and unrealized gain or loss, per account.
  • Gains and cost basis in your display currency, across 16 supported currencies.
  • "Hide small balances" keeps dust out of the lists.

A real transaction ledger

  • Record Buy, Sell, Swap, Transfer, Deposit, Withdrawal, Dividend, Interest and Fee transactions.
  • Swap is first-class: one atomic event with linked outgoing and incoming legs.
  • Internal transfers between your own accounts are linked events with no sale recorded.
  • Price per unit or total cost entry, optional fees (flat or percentage), fee categories, tax withheld, notes, and a date and time you control (UTC).
  • Franking credits and withholding tax on dividends for Australian users.

Accounts and wallets

  • Accounts for brokerage, bank, crypto exchange, crypto wallet, hardware wallet, cash and manual holdings, with icons you can change and an order you control.
  • Multiple profiles (for example personal, SMSF or a partner's portfolio), each with its own data, and as many accounts, holdings, transactions and profiles as you like, with no caps.
  • Custom assets for anything a price provider does not list, with a price you maintain yourself.
  • Stablecoins are a first-class asset class, and you choose which ones count as cash-like.

Markets and watchlist

  • A watchlist for crypto, stocks and ETFs with price, daily change and a sparkline, and search to add more.
  • On tablets and unfolded foldables, Markets and Accounts open as a list and detail view side by side.
  • Free prices come from Binance public market data, CoinGecko, Yahoo Finance and Frankfurter exchange rates. Pro uses our own TradeScope service.

Tax return report (free)

  • A guided four-step report: Period, Capital Gains, Income, Summary.
  • Country presets, FIFO, LIFO and HIFO lot methods, and an Export PDF button. Details are in the tax report section.

Import and export

  • Import from MSP (My Stocks Portfolio) CSV exports, and from BareInvestfolio's own CSV format, with a review step that flags problems before anything is saved and suggestions for matching transfers.
  • Export your portfolio as CSV at any time. The format is versioned, so old exports stay importable.

Privacy and control

  • No account, no sign-up, no ads, no analytics, no tracking. Portfolio data stays in the app's private storage on the device.
  • Crash reports are optional and anonymous, chosen at first run and changeable in Settings > About.
  • Demo data you can load on first run to look around, and delete when you are done.

For every screen and everyone

  • Nine languages: English, German, Spanish, French, Italian, Japanese, Brazilian Portuguese, Russian and Chinese.
  • Dark, high-contrast design that follows the system Reduce Motion setting.
  • Adaptive layouts for phone, tablet and foldable, with two-pane Home, Markets and Accounts on larger screens.
  • On Android, in-app updates so you can stay current without leaving the app.

A proper ledger for your crypto, stocks and cash

BareInvestfolio treats your records like a ledger, so the numbers it works out are built on what actually happened.

Swap

A crypto-to-crypto swap is one linked event with an outgoing and an incoming leg, not a fake sale followed by a fake purchase.

Swapping BTC for SOL does not need a fake fiat leg.

Internal transfer

Moving coins between two of your own wallets is an internal transfer: no sale is recorded and the cost basis carries over, along with acquisition dates.

Dividends, interest, fees and withholding tax each have a place too.

Record any of these

  • Buy
  • Sell
  • Swap
  • Transfer
  • Deposit
  • Withdrawal
  • Dividend
  • Interest
  • Fee
  • Enter a price per unit or the total cost.
  • Add optional fees, flat or percentage, with fee categories, plus tax withheld and notes.
  • Set the date and time yourself (UTC).
  • Optionally deduct from the account balance. Negative balances are allowed rather than blocked, because real records are messy.
  • Franking credits and withholding tax on dividends are there for Australian users.

A tax return report you can export

Free in the app. A guided four-step report (Period, Capital Gains, Income, Summary) that exports as a PDF for you or your accountant.

  • Tax report setup screen showing Australia selected, rules for the tax year and the 50 percent discount, and a list of accounts to include.
    Period. Pick your country and rules.
  • Capital Gains step with a net gain of A$175, each sale with proceeds, cost and acquisition date, and a FIFO method selector.
    Capital Gains. Capital gains, lot by lot.
  • Tax report summary with capital gains, dividends and assessable income, and an Export PDF button.
    Summary. A summary you can export as a PDF.

Country presets

Australia, Brazil, Canada, Germany, the United States, and a no-gains-tax preset (for example New Zealand and the Netherlands). Every rule can be adjusted, and the report states the rules it used and flags any you changed.

Lot methods

FIFO, LIFO and HIFO, per asset. Choose which accounts are in the report, then export it as a PDF.

Estimates based on your recorded transactions and the rules you choose. Confirm with your accountant before lodging.

BareInvestfolio is a tracking tool. It does not provide financial, investment, legal, accounting or tax advice.

Made for big screens

On tablets and unfolded foldables, Home, Markets and Accounts open in two panes.

Home on a tablet with the portfolio chart on the left and top holdings and accounts on the right.
Home on a larger screen.
Accounts on a tablet with the account list on the left and the US brokerage's performance chart and allocation on the right.
Accounts and account details together.

Screenshots show a demo portfolio. Prices and values are illustrative.

Free vs Pro

Everything that can run on your phone is free. Pro pays for the servers behind the extras.

Free runs on your phone

  • No ads
  • As many accounts, holdings, transactions and profiles as you like
  • Live prices for crypto, stocks, ETFs and indices
  • Performance charts, gains and cost basis in any supported currency
  • Tax return report with PDF export
  • Import and export your portfolio
  • Custom assets for anything no provider lists
  • Private: your portfolio stays on your device, with no account and no tracking

Pro needs our servers

  • Wider asset coverage through our TradeScope service, including low-cap assets
  • Deeper search across more exchanges, with richer asset details
  • Price updates through our own batch service, built for large portfolios
  • Price alerts Coming soon

Pro is an optional monthly or yearly subscription purchased in the app store. See the price in the app.

Questions

Do I need an account?

No. There is no sign-up. Your portfolio is stored on your device.

Is it really free?

Yes. Everything that can run on your phone is free, including live prices, charts and the tax report. Pro is optional and adds wider coverage through our own price service.

Does it connect to my broker or bank?

No. You record transactions yourself or import a CSV. The app never asks for your brokerage or bank credentials.

Where is my data?

On your device, in the app's private storage. It is included in your device's own backup if you have backup turned on. Export a CSV any time.

Which assets are supported?

Crypto, stocks, ETFs, indices, cash and stablecoins, plus custom assets for anything a provider doesn't list.

Is the tax report advice?

No. It is an estimate based on your own records and the rules you choose, and it is meant to help you and your accountant. Check it before you lodge anything.

Which countries does the tax report cover?

Presets for Australia, Brazil, Canada, Germany and the United States, and a no-gains-tax preset. Every rule can be edited.

Which platforms?

BareInvestfolio is for Android and iOS. The Android app (Android 13 or newer) is in testing, and the iOS app is in development. Neither is released yet.

Which languages?

English, German, Spanish, French, Italian, Japanese, Brazilian Portuguese, Russian and Chinese.

I have an activation code.

In the app: Settings > Free vs Pro > Upgrade to Pro > "Have an activation code?".

The BareInvestfolio bear, in a suit and hat, pointing at a glowing lime upward chart.

Your portfolio. Your phone. Nobody else.

The Android app is coming to Google Play and the iOS app is in development. Questions in the meantime? Email us. We reply within 5 business days.

Contact us

Multiplatform. Android: in testing. iOS: in development.