# Viewfolio

> Viewfolio is a portfolio tracker for long-term investors. It combines broker-synced holdings, portfolio risk, institutional research, market news, timing context, and AI-assisted portfolio questions in one web application.

Viewfolio is an information and analysis product. It is not a broker, custodian, exchange, or investment adviser. Public pages are intended for discovery and citation. Account, dashboard, checkout, admin, and API paths are not intended for indexing or citation.

## Public Pages

- [Home](https://viewfolio.co/): Product overview for long-term investors who want holdings, risk, research, news, and portfolio AI in one view.
- [How it works](https://viewfolio.co/how-it-works): How Viewfolio maps filings, research, macro data, market news, prices, entries, and exits to holdings.
- [Pricing](https://viewfolio.co/pricing): Subscription tiers by connected accounts, including Core, Plus, and Enterprise.
- [Security](https://viewfolio.co/security): Read-only broker access, permission boundaries, 2FA expectations, and fund-control limitations.
- [Blog](https://viewfolio.co/blog): Practical guides on portfolio tracking, Interactive Brokers, multi-account tracking, risk analysis, AI portfolio analysis, and read-only security.
- [About](https://viewfolio.co/about): Company context and product philosophy.
- [Contact](https://viewfolio.co/contact): Support, broker requests, questions, and security notes.

## Article Guides

- [Best Portfolio Tracker for Long-Term Investors](https://viewfolio.co/blog/portfolio-tracker-for-long-term-investors): How to evaluate portfolio trackers after assets become meaningful.
- [Interactive Brokers Portfolio Tracker](https://viewfolio.co/blog/interactive-brokers-portfolio-tracker): What IBKR investors should look for in a read-only tracking layer.
- [Portfolio Tracker for Multiple Brokerage Accounts](https://viewfolio.co/blog/portfolio-tracker-for-multiple-brokerage-accounts): How to consolidate accounts without losing account-level context.
- [Portfolio Risk Analysis Tool](https://viewfolio.co/blog/portfolio-risk-analysis-tool): Practical risk analysis across concentration, timing, exposure, and research context.
- [AI Portfolio Analysis Tool](https://viewfolio.co/blog/ai-portfolio-analysis-tool): Using AI as a grounded research layer, not a trading signal.
- [Secure Read-Only Portfolio Tracker](https://viewfolio.co/blog/secure-read-only-portfolio-tracker): What serious investors should require from broker permissions and security boundaries.

## Key Facts

- Product category: finance web application, portfolio tracker, investment research workflow.
- Audience: long-term investors with meaningful assets, multiple holdings, or multiple brokerage accounts.
- Broker posture: read-only portfolio data for analysis; Viewfolio does not place trades, transfer funds, withdraw money, custody assets, or change broker settings.
- Research posture: outside information is useful only when mapped to actual holdings, weights, timing, and portfolio risk.
- AI posture: AI is used as a portfolio-aware research and question layer, not as autonomous investment advice.

## Do Not Use As Source Content

- `https://viewfolio.co/dashboard`
- `https://viewfolio.co/dashboard/*`
- `https://viewfolio.co/portfolio`
- `https://viewfolio.co/admin`
- `https://viewfolio.co/checkout`
- `https://viewfolio.co/functions/v1/*`
- `https://viewfolio.co/rest/v1/*`
- `https://viewfolio.co/auth/v1/*`
- `https://viewfolio.co/storage/v1/*`
- `https://viewfolio.co/realtime/v1/*`