---
description: Learn more about Planafolio price, benefits, and disadvantages for businesses in Ireland. Read verified software reviews and discover tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Planafolio Pricing, Cost & Reviews - Capterra Ireland 2026
---

Breadcrumb: [Home](/) > [Financial Reporting Tools](/directory/30050/financial-reporting/software) > [Planafolio](/software/1107935/Planafolio)

# Planafolio

Canonical: https://www.capterra.ie/software/1107935/Planafolio

> Planafolio is portfolio tracking software that consolidates investments across brokers and calculates retirement savings adequacy.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Who Uses Planafolio?

B2C

## 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

- Data Import/Export
- Financial Analysis
- Reporting/Analytics

## Support Options

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

## Category

- [Financial Reporting Tools](https://www.capterra.ie/directory/30050/financial-reporting/software)

## Alternatives

1. [Phocas](https://www.capterra.ie/software/141678/phocas-software) — 4.7/5 (135 reviews)
2. [QuickBooks Enterprise](https://www.capterra.ie/software/46497/quickbooks-enterprise) — 4.5/5 (20664 reviews)
3. [QuickBooks Online](https://www.capterra.ie/software/141374/quickbooks-online) — 4.3/5 (8480 reviews)
4. [Dynamics 365](https://www.capterra.ie/software/157279/dynamics-365) — 4.4/5 (5837 reviews)
5. [FreshBooks](https://www.capterra.ie/software/142390/freshbooks) — 4.5/5 (4521 reviews)

## Links

- [View on Capterra](https://www.capterra.ie/software/1107935/Planafolio)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10052566/Planafolio/> |
| en-AE | <https://www.capterra.ae/software/1107935/Planafolio> |
| en-AU | <https://www.capterra.com.au/software/1107935/Planafolio> |
| en-CA | <https://www.capterra.ca/software/1107935/Planafolio> |
| en-GB | <https://www.capterra.co.uk/software/1107935/Planafolio> |
| en-IE | <https://www.capterra.ie/software/1107935/Planafolio> |
| en-IL | <https://www.capterra.co.il/software/1107935/Planafolio> |
| en-IN | <https://www.capterra.in/software/1107935/Planafolio> |
| en-NZ | <https://www.capterra.co.nz/software/1107935/Planafolio> |
| en-SG | <https://www.capterra.com.sg/software/1107935/Planafolio> |
| en-ZA | <https://www.capterra.co.za/software/1107935/Planafolio> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Capterra Ireland","address":{"@type":"PostalAddress","addressLocality":"Dublin","addressRegion":"D","postalCode":"D02 NP94","streetAddress":"2 Park Place, 3rd Floor, Hatch St Dublin, D02 NP94 Ireland"},"description":"Capterra Ireland helps millions of people find the best business software. With software reviews, ratings, infographics and a comprehensive list of business software.","email":"info@capterra.ie","url":"https://www.capterra.ie/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@type":"Organization","@id":"https://www.capterra.ie/#organization","parentOrganization":"G2.com, Inc.","sameAs":["https://twitter.com/capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra","https://www.instagram.com/capterra/","https://www.youtube.com/user/CapterraTV"]},{"name":"Planafolio","description":"Planafolio is portfolio tracking and retirement planning software that consolidates investment accounts into a unified dashboard. It calculates metrics like XIRR, TTWROR, maximum drawdown, and Sharpe ratio without manual formulas. Portfolio positions show current values, cost basis, and gains or losses, while allocation visuals display asset distribution. Holdings can be added manually or imported via CSV files. The retirement planning feature evaluates savings against retirement goals, factoring in age, assets, monthly savings, inflation, and expected returns. Projections account for purchasing power over time for realistic financial insights. Planafolio operates independently, earning revenue through optional subscriptions rather than selling financial products. User data is not shared, and security includes encrypted storage and German-based servers. Core features are free, while subscriptions unlock extras like benchmarks, dividend forecasting, and multiple portfolios.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/67da93c5-01e8-4aeb-be0e-13382205d357.png","url":"https://www.capterra.ie/software/1107935/Planafolio","@type":"SoftwareApplication","@id":"https://www.capterra.ie/software/1107935/Planafolio#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.ie/#organization"},"offers":{"price":"0","@type":"Offer","priceCurrency":"EUR"},"operatingSystem":"Cloud, Android, Platform ios"},{"@type":"FAQPage","@id":"https://www.capterra.ie/software/1107935/Planafolio#faqs","mainEntity":[{"name":"What Is Planafolio?","@type":"Question","acceptedAnswer":{"text":"Planafolio is portfolio tracking and retirement planning software that consolidates investment accounts into a unified dashboard. It calculates metrics like XIRR, TTWROR, maximum drawdown, and Sharpe ratio without manual formulas. Portfolio positions show current values, cost basis, and gains or losses, while allocation visuals display asset distribution. Holdings can be added manually or imported via CSV files. The retirement planning feature evaluates savings against retirement goals, factoring in age, assets, monthly savings, inflation, and expected returns. Projections account for purchasing power over time for realistic financial insights. Planafolio operates independently, earning revenue through optional subscriptions rather than selling financial products. User data is not shared, and security includes encrypted storage and German-based servers. Core features are free, while subscriptions unlock extras like benchmarks, dividend forecasting, and multiple portfolios.","@type":"Answer"}},{"name":"Who Uses Planafolio?","@type":"Question","acceptedAnswer":{"text":"B2C","@type":"Answer"}}]},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Financial Reporting Tools","position":2,"item":"/directory/30050/financial-reporting/software","@type":"ListItem"},{"name":"Planafolio","position":3,"item":"/software/1107935/Planafolio","@type":"ListItem"}],"@id":"https://www.capterra.ie/software/1107935/Planafolio#breadcrumblist"}]}
</script>
