Sentryfolio
Private portfolio intelligence — objective, nightly monitoring without advice.
Free - Free in beta (invite-only). No paid tiers disclosed; data export available.
About Sentryfolio
Sentryfolio is a privacy-first portfolio intelligence terminal that ingests broker export files and applies objective mathematics to your holdings. It measures prices nightly, evaluates user-set parameters (drop percentage, target bands, gain markers) and issues a concise daily "quiet report" when thresholds are met. No account linking, no recommendations, exportable data, invite-only beta. Supports many broker export formats and includes a read-only demo terminal.
Key Features
- Ingests broker export files (e.g., Trading 212, Interactive Brokers, Revolut, Webull, eToro)
- Nightly price measurement and automated evaluation of user-set thresholds
- Customizable parameters: drop percentage, analyst target bands, gain markers
- Concise daily "quiet report" that highlights thresholds met (no recommendations)
- Privacy-first: no account linking, your own vault, full data export on demand
Who is this for?
Individual investors who want private, objective monitoring of their personal investment holdings without advice.
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FreeFree in beta (invite-only). No paid tiers disclosed; data export available.
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