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Personal and family finances

All your family’s wealth, in one place.

Accounts, expenses, budgets and investments with automatically updated prices. You always know how much you have, where it goes and how it’s growing.

Income and expenseswith budget by category
Portfolioprices every 2 hours
Private datanever sold or used for ads
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rootfolio.app
Total net worth€184,250.00
Liquidity€24,180.00
Portfolio€160,070.00
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Features

From grocery shopping to rebalancing your portfolio.

01Accounts and transactions

Current accounts, cards, cash and loans with running balance, search, attachments and transfers between accounts.

02Annual budget

A budget for each category, compared with what you actually spend during the year.

03AI financial review

Every month the AI compares your spending with the previous month and the previous year, separates essential from non-essential expenses and gives you practical advice.

04Always up-to-date portfolio

Prices from Yahoo Finance every two hours, automatic currency conversion and manual correction.

05AI import from bank and broker

Upload a screenshot or PDF statement from any bank: date, payee and amount are recognised automatically. With Pro, also buys, sells and dividends from your broker statement, with each security already matched and duplicates left out.

06Asset allocation by class, sector and security

Compare your allocation with your targets, see your exposure by sector and how much each security weighs, even inside ETFs.

07Dividend forecast

How much you’ll receive month by month, this year and next, with estimated and already announced payment dates.

08Performance vs benchmark

Your portfolio’s return compared with MSCI World, S&P 500, Nasdaq 100 and other indices, from one day to the full history.

09Zakat and pension plan

Zakat calculation on the eligible wealth and pension plan projections by scenario.

10Languages and currencies

In 6 languages, with a base currency for the account and one for each account, converted automatically.

Pricing

Start for free. Move to Plus or Pro when you need it.

Every new account tries Pro for 14 days, no card needed. Then choose a plan or stay on the free one: your data always stays.

Free€0.00
  • Up to 3 accounts
  • 1 AI page per month
  • 1 AI financial review every 3 months
  • Budgets, reports and recurring items
  • Languages and currencies
Start for free
Plus€29.99 / year
  • Unlimited accounts
  • 30 AI pages per month
  • 1 AI financial review per month
  • Budgets, reports and recurring items
  • Languages and currencies
Try Pro for 14 days
Pro · Most complete€49.99 / year
  • Everything in Plus
  • 50 AI pages per month
  • 2 AI financial reviews per month
  • AI import of trades from your broker
  • Portfolio with automatic prices, performance and dividends
  • Asset allocation, zakat and pension plan
Try Pro for 14 days

Prices include VAT. 1 AI page = 1 screenshot or 1 PDF page analysed to import transactions. Need more pages? Extra packs of 20 pages for €2.99 or 50 pages for €4.99, with no expiry.

Privacy

Your data stays private.

Each account sees only its own data. We don’t sell it, we don’t use it for advertising or profiling, and we only look at it if you ask us for support. Dedicated server, encrypted connection and an encrypted backup every day. Only the screenshots and PDFs you choose to import are read by the AI to recognise transactions.

Separate datafor each account
Data soldnever
Encrypted backupevery day