---
description: Learn how Planafolio can help your business. We provide UK business users the most detailed information on pricing, features, usability, and reviews for Planafolio.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Planafolio Reviews, Prices & Ratings | GetApp UK 2026
---

Breadcrumb: [Home](/) > [Financial Reporting Software](/directory/247/reporting/software) > [Planafolio](/software/2111396/planafolio)

# Planafolio

Canonical: https://www.getapp.co.uk/software/2111396/planafolio

> Planafolio brings together all your investment accounts across different brokers and shows you — with real metrics like XIRR, TTWROR, and drawdown — whether your wealth will be enough for retirement. Independent, with no product sales.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Key benefits of Planafolio

1\. All your accounts in one place
Instead of separate views for each bank or broker, Planafolio gives you one complete picture across all portfolios — entered manually, imported via CSV/PDF, or synced automatically.

2. Real metrics instead of guesswork
XIRR, TTWROR, drawdown, and Sharpe ratio are calculated automatically and displayed clearly — no need to maintain your own formulas.

3. A retirement check in minutes
Based on age, wealth, and savings rate, Planafolio runs a realistic withdrawal simulation with a probability of success — instead of flat rules of thumb like the 4% rule.

4. Independent, no product sales
Planafolio doesn't sell funds or insurance and is funded entirely through its subscription — so its incentives lie with users, not with sales.

5. Security made in Germany
Servers and backups run exclusively in Germany, data is stored encrypted, and Planafolio can never move money or execute trades.

6. Free to start, no risk
The core product is free to use permanently, and Pro is cancellable monthly with no minimum commitment — no credit card required to get started.

## About the vendor

- **Company**: Planafolio

## Commercial Context

- **Starting Price**: €0.00
- **Pricing model**: Flat Rate (Free version available) (Free Trial)
- **Target Audience**: Self Employed
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile)
- **Supported Languages**: English, German
- **Available Countries**: Germany, Switzerland

## Features

- API
- Activity Dashboard
- Cash Flow Management
- Customisable Reports
- Dashboard
- Data Import/Export
- Data Visualisation
- Financial Analysis
- For Investors & Traders
- Reporting/Analytics
- Self-Service Reporting

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Chat

## Category

- [Financial Reporting Software](https://www.getapp.co.uk/directory/247/reporting/software)

## Links

- [View on GetApp](https://www.getapp.co.uk/software/2111396/planafolio)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/all-software/a/planafolio/> |
| en-AE | <https://www.getapp.ae/software/2111396/planafolio> |
| en-AU | <https://www.getapp.com.au/software/2111396/planafolio> |
| en-CA | <https://www.getapp.ca/software/2111396/planafolio> |
| en-GB | <https://www.getapp.co.uk/software/2111396/planafolio> |
| en-IE | <https://www.getapp.ie/software/2111396/planafolio> |
| en-NZ | <https://www.getapp.co.nz/software/2111396/planafolio> |
| en-SG | <https://www.getapp.sg/software/2111396/planafolio> |
| en-ZA | <https://www.getapp.za.com/software/2111396/planafolio> |

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