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Sentryfolio

A private watch for the shares you already own.

Sentryfolio watches a portfolio you already own. You export the file your broker already gives you (Charles Stanley Direct, Trading 212, IG, Interactive Brokers, Revolut, Webull UK, eToro) and it keeps an exact record: every purchase as its own lot at the true price paid, sales matched oldest-first, dividends month by month.

Each night it checks closing prices against levels you chose, and sends one short morning report when one is crossed. On a quiet day it says so in a single line, and that line is the proof the watch ran. An overnight screen also measures dividend payers against four objective gates and lists what passes: findings, never suggestions.

Private by design: no account linking, no shared passwords, no analytics scripts, no cookies on the public site, nothing loaded from third parties. Run by one person on his own server in the EU. Free while in beta, invite-only, supported by voluntary tips which buy nothing. It never says buy, sell or recommend.

There is a live read-only demo on a fictional portfolio, no sign-up needed: https://demo.sentryfolio.com

About Sentryfolio

Sentryfolio is a personal life product listed on Uneed, available for free. It's tagged with Money, Privacy. See the best Money products for related options.

Frequently asked questions about Sentryfolio

What is Sentryfolio?

Sentryfolio is a private watch for the shares you already own.

Is Sentryfolio free?

Yes, Sentryfolio is free to use.

What are alternatives to Sentryfolio?

Discover similar money, privacy, personal finances products in the Uneed directory.

What category does Sentryfolio belong to?

Sentryfolio is listed under Personal Life on Uneed.