One complete portfolio overview
Track holdings, allocation, purchase prices, market value and total returns from one clear dashboard.
Your investments. Understood.
Take control of yourinvestment journey
Tobailey brings your portfolio, market context and long-term financial goal together in one clear control centre.
No financial advice
Portfolio-first intelligence
Built for private investors
Illustrative product preview
Fixed example data — this is not your portfolio and does not change with your account.
Investment control centre
€100,000
Example portfolio value
Goal progress
10.0%
Portfolio health
70/100
Active holdings
8
Main risk
Concentration
Example goal
€1,000,000 target
Portfolio
Holdings and allocation
Analysis
AI insights & market intelligence
Goals
Track long-term progress
Daily intelligence
Today's portfolio analysis is ready
One investment system
Everything you need to understand your portfolio
Replace scattered spreadsheets, generic market news and disconnected goal calculations with one organised investment workspace.
Portfolio analysis powered by AI
Receive personalised analysis, market context, analyst consensus and portfolio insights based on your holdings.
Turn investing into a measurable plan
Define a financial goal, test contribution scenarios and monitor the return required to stay on track.
Investment intelligence, not noise
Translate market information into clear portfolio impact, risks and decision-support insights.
Understand concentration and balance
Monitor portfolio weights, diversification and the positions driving most of your risk.
Update your portfolio quickly
Add holdings manually or import a supported CSV or Excel file, then review everything before saving.
How it works
From portfolio setup to daily decision support
Tobailey is designed to remove friction. Start with what you already have and build a clearer investment process around it.
Add your portfolio
Enter holdings yourself or import a supported CSV or Excel file, then review before saving.
Connect your financial goal
Set a target value, target year and expected annual contributions.
Monitor what matters
Review your dashboard, AI analysis and portfolio insights every day.
AI Portfolio Analysis
Understand what today's market means for your portfolio
AI combines macro developments, analyst consensus, company news and portfolio exposure into one clear daily analysis.
Executive Summary
Portfolio Risks
Analyst Consensus
AI Recommendations
Built around your portfolio
Actionable investment intelligence.
Generic financial news leaves the most important question unanswered: what does this mean for your investments?
Focus on developments connected to your holdings
Separate short-term volatility from thesis-changing news
See which positions are most affected
Keep your long-term goal visible during market moves
Simple pricing
One plan. Complete clarity with Tobailey.
Monitor your portfolio, understand what is moving it and stay focused on your long-term financial goal.
Complete access
Tobailey
Portfolio monitoring, personalised analysis and goal tracking in one clear platform.
€7.99
per month
Portfolio overview and allocation monitoring
Holding-level performance and risk analysis
AI-powered portfolio analysis and market intelligence
Goal tracking and scenario calculations
Manual and spreadsheet import workflow
Clear decision-support insights
Live pricing depends on instrument and market-data availability. View supported instruments
Start your 24-hour free trialThen €7.99 per month. Cancel anytime.
Frequently asked questions
Clear answers before you get started
Everything you need to know about portfolio uploads, market data, privacy and your subscription.
Does Tobailey provide financial advice?+
No. Tobailey is a monitoring and decision-support tool. It organises portfolio information, market context and scenarios, but it does not provide regulated personal financial advice.
How does Tobailey receive my portfolio?+
Tobailey supports manual entry and CSV or Excel import, followed by a review step. You remain in control of which holdings are saved.
Are market prices always real time?+
Market-data availability and update frequency depend on the selected data provider, exchange and subscription level. The product clearly shows whether data is live, cached or using a fallback price.
Can I use Tobailey with any broker?+
Yes. Tobailey is independent and supports portfolio information through manual entry and supported CSV or Excel imports — no broker login required.
Is my portfolio stored securely?+
Tobailey uses appropriate technical and organisational safeguards to protect account and portfolio information. You remain in control of the information you upload.
Built for clarity
Understand what is happening without navigating multiple disconnected tools.
Privacy first
Your portfolio information is handled with privacy and security as core product requirements.
One source of truth
Dashboard, portfolio, holdings and analysis use the same central portfolio information.
Start building clarity
Your investments deserve more than a collection of disconnected tools
Bring your portfolio, market context and financial goal together in one Your investments. Understood.