Easefolio
Complete asset clarity
Only for iPhone
Free
iPhone
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.
A brand new Easefolio.
We rebuilt the entire app from the ground up: a fast, fully native experience designed for your phone.
• All-new design: a clean new interface with interactive performance charts, daily P&L, and pull-to-refresh everywhere
• Your investment at a glance: investment value, total P&L, contributions, and your share of the fund on one dashboard
• Transactions: browse your full history including your deposits, with search, filters, and CSV export
• Portfolio: every holding with real asset logos, live prices, quantities, and realized/unrealized gains
• Dark mode: easy on the eyes, toggle it anytime
• Face ID: unlock the app instantly and securely
• For fund managers: manage investors, record transactions, and track fund AUM on the go
Questions or feedback? Reach us at support@easefolio.com
The developer, Black Mountain Investment Group, LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Contact Info
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Black Mountain Investment Group, LLC
- Size
- 38.4 MB
- Category
- Finance
- Compatibility
Requires iOS 16.4 or later.
- iPhone
Requires iOS 16.4 or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © Easefolio LLC