Easefolio

Complete asset clarity for open-ended fund managers, and every investor they serve.

Easefolio is the all-in-one back-office platform built for open-ended fund managers who oversee dozens, hundreds, thousands, and sometimes even tens of thousands of individual investors across their funds.

Because it was engineered from day one to track lifelong, open-ended portfolios at scale, Easefolio works just as seamlessly for a single individual investor managing their own multi-asset holdings, you get the same institutional-grade infrastructure powering the funds you may already invest in.

From portfolio analytics and forecasting to investor relations and annual, Easefolio consolidates the workflows that typically live across spreadsheets, brokerages, and software tools into one powerful digital experience- with the precision demanded by professional operators and the ease expected by everyday investors.

Whether you're getting up to date on account values and position gain/losses before an LP call, or checking your personal net worth on the go, Easefolio delivers the numbers you need- the moment you need them.

What Easefolio delivers:

• Consolidated portfolio view across stocks, crypto, bonds, real estate, and alternative asset classes (with full customization built-in)
• Real-time analytics on net worth, fund performance, and position-level P&L
• Realized and unrealized gains tracked automatically across every account
• Customizable accounting methods tailored to each asset type
• Automated reconciliation with error reporting to catch discrepancies before they compound
• Tax liability management built for multi-entity, multi-account structures
• Investor relations and reporting tools that turn raw data into polished communication
• Fully automated income statements and balance sheets for funds, GPs, Investment Managers, and individual investors
• 40,000+ stocks and cryptocurrencies pre-loaded and ready to track
• Full customization of fees, notifications, reporting cadence, and more

Built for precision. Designed for ease.

Easefolio turns portfolio complexity- at any scale- into complete asset clarity.

Ready to bring your entire portfolio into focus? Download Easefolio and see what a modern multi-asset-class back office feels, looks, and operates like.