Investolio
Investolio is a dividend tracker and portfolio app for iOS, Android and web: see what you own and what it will pay you next.
What is Investolio?
Investolio is a dividend tracker and portfolio app for iOS, Android and web. It shows your holdings, how they perform against a benchmark, a calendar of the dividends coming your way and a forecast of your income.
Dividend investors keep asking the same thing: what will I be paid, and when? Investolio answers it on one screen, backed by a dividend rating worked out from company fundamentals.
One Expo codebase powers iOS, Android and the web. Investolio syncs from Interactive Brokers, works offline from a cache on your device, and gets its prices from a small market-data service we wrote ourselves.
At a glance
- Status
- In beta
- Platforms
- iOS, Android, Web
- Built with
- Expo and React Native, Node, Postgres
How it's built
- A market-data service with only free, keyless sources
- Split-adjusted prices, with splits derived from the data
- Dividend ratings and forecasts computed from fundamentals
- Interactive Brokers Flex sync, one portfolio per account
- Offline-first: on-device cache with background sync
Questions about Investolio
How does Investolio track dividends?
It builds a dividend calendar from your holdings, with dividends received, forward income and yield, and forecasts what's coming next. Each holding also gets a dividend rating worked out from company fundamentals.
Which platforms does Investolio run on?
iOS, Android and the web, all from one Expo and React Native codebase.
Can I import my portfolio?
Yes. Investolio syncs from Interactive Brokers using Flex reports, with one portfolio per account.
Does Investolio work offline?
Yes. It reads from a cache on your device, so your portfolio opens without a connection and syncs again in the background.
Where do the prices come from?
From a small market-data service we built and run ourselves, drawing on free public sources. It adjusts prices for splits and flags data that has gone stale.
How do I get Investolio?
Investolio is in beta right now. Email us to ask about access.