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Borderfolio

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Table of Contents

Borderfolio - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: October 2026

Borderfolio overview

What is Borderfolio?

Starting price

9flat rate /
per month

Do you work for Borderfolio? Manage this product listing

Borderfolio’s user interface

Ease of use rating:
(0)

Borderfolio's key features

Most critical features, based on insights from Borderfolio users:

Budgeting/Forecasting
(0)
Categorization/Grouping
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Financial analysis
(0)
Goal setting/tracking
(0)
Historical reporting
(0)
Investment management
(0)
Monitoring
(0)
Portfolio accounting
(0)
Portfolio management
(0)
Portfolio reporting
(0)

All Borderfolio features

Budgeting/Forecasting
(0)
Categorization/Grouping
(0)
Financial analysis
(0)
Goal setting/tracking
(0)
Historical reporting
(0)
Investment management
(0)
Monitoring
(0)
Portfolio accounting
(0)
Portfolio management
(0)
Portfolio reporting
(0)
Side-by-Side comparison
(0)
Stock tracking
(0)
Tax management
(0)
Visual analytics
(0)
What-if analysis
(0)

Borderfolio pricing

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Free Plan

0.00

Features included:

  • One portfolio with up to 10 holdings
  • Document imports limited to 3 per month (supports screenshot, PDF, CSV, or plain text)
  • Portfolio overview and contribution planner
  • Basic dividend calendar
  • Contributions visible for the last 3 months only
  • Domicile snapshot showing fund domiciles, configured residence, and estimated dividend tax drag headline

Pro Plan

9

Per month

Features included:

  • Up to 5 portfolios (separate brokers, accounts, or tax wrappers side by side, plus one combined view)
  • Unlimited holdings and unlimited document imports
  • Full contribution history plus analytics (rhythm, streak, gaps, median, pace)
  • Custom monthly plan, target allocation, and drift
  • Full milestone trajectory and monthly snapshots (contributed vs market growth vs income)
  • Dividend history and forecast
  • Full cross-border tax layer (per-fund estimates for both tax steps, structure & residence comparisons, cross-border effect of every contribution)
  • US-situs reference-threshold projection and export

User opinions about Borderfolio price and value

Value for money rating:

0.0
(0)

Borderfolio support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
FAQs/Forum
Knowledge Base

Training options

Documentation
In Person

Borderfolio FAQs

Q. Who are the typical users of Borderfolio?

Borderfolio has the following typical customers:
Freelancers

Q. What level of support does Borderfolio offer?

Borderfolio offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base

Related categories

Stock Portfolio Management
Hedge Fund