Sentryfolio is a private, invite-only portfolio intelligence terminal. Users upload broker export files (from Trading 212, Interactive Brokers, Revolut, etc.), set personal thresholds and parameters, and receive objective nightly reports when conditions are met. It tracks every purchase, measures performance against analyst targets, and reports distances and thresholds without offering advice. Data remains private, can be fully exported, and the tool is currently free during its beta phase.
Sentryfolio is a Lifestyle & Personal project. Lack of clear, private, mathematics-based oversight on personal investment portfolios without sales pitches or advice. Sentryfolio is a consumer product aimed at individual investors. A free plan is available. It runs on the web and the command line.
Sentryfolio builds and maintains Sentryfolio, and it first shipped in 2024. Among its 5 catalogued features are Portfolio Tracking, Threshold Alerts, and Broker Import. Sentryfolio is currently in beta.
Summary written by a language model from the project’s public pages.
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