Consolidates global stock holdings into one dashboard with smart sell alerts.
Product memo
Individual investors juggling stock holdings across NYSE, NASDAQ, and LSE use CrossFolio to unify their portfolios. It offers a single dashboard with real-time P&L tracking and smart sell alerts, replacing the need to switch between multiple exchange interfaces. The product's free tier allows users to track up to five stocks on one exchange, serving as a direct on-ramp for those seeking a consolidated view.
For who
Individual investors tracking global stocks
Solves what
Consolidates stock holdings across multiple exchanges into one dashboard with smart sell alerts.
- Cross-exchange tracking (NYSE, NASDAQ, LSE)
- Smart sell alerts (P&L, price target, stop loss)
- Real-time P&L tracking
In their own words
Your Stocks.
Stop juggling tabs. CrossFolio tracks your NYSE, NASDAQ and LSE holdings in one clean dashboard — and tells you exactly when to sell.
Commercial cues
Model
hybrid
Free tier
Yes
Trial
Available
Pricing Strategy
- • A free tier with limits on exchanges and stocks drives initial adoption.
- • Annual billing for the Pro plan offers a discount over monthly payments.
Operator context
Operating setup
Founded
Mar 2026
Platform
Web app
Audience
Consumers
Payments
Paddle
Detected via TrustMRR
Builder Strategy
- Strategy Type
- Niche Specialist
- Stage
- Pre Revenue
- Effort
- Solo Buildable
About CrossFolio Expand
CrossFolio provides individual investors with a unified dashboard to manage global stock holdings. It consolidates positions from major exchanges like NYSE, NASDAQ, and LSE, eliminating the need to monitor multiple platforms.
The product offers real-time price updates, profit and loss tracking, and critical alerts for price targets and stop losses. Its freemium model allows users to test the core functionality with a limited number of stocks, while the Pro plan removes these limits, catering to more active investors seeking broad portfolio oversight.