Oliopfolio brings all of your investment accounts together on one screen — designed for the Mac, with an iPhone companion included in the same purchase.
If your money is spread across several brokerages and advisors, no single statement tells you what you actually own. Oliopfolio does. Connect your accounts and instantly see your total value, how your money is divided across asset classes, and how much sits in taxable versus retirement accounts.
Made For The Desktop
Reviewing an allocation is desk work. The native Mac app gives your full allocation matrix, holdings, and targets the room they deserve — real windows, real type, side by side with your other tools. The iPhone app keeps the same numbers in your pocket.
See Your Real Allocation
Holdings are grouped into clear categories — US Large Cap, Municipal Bonds, International, Real Estate, Gold, and more — so you see your true mix at a glance, not one statement at a time. Separately managed accounts and hand-corrected classifications are respected, never overwritten.
Know Your Exposure To Any Single Stock
How much of one company do you really own across every account and every manager? Select any holding to see the total, its share of your portfolio, and exactly which accounts hold it.
Ask Questions In Plain English
"How much is in my Roth accounts?" "What percent am I holding in bonds?" Ask in your own words and get a clear answer grounded in your actual holdings — no spreadsheets, no jargon.
Built To Be Readable
Large, high-contrast type throughout, full support for larger text sizes, and plain-language labels instead of financial shorthand.
Your Accounts Stay Read-Only
Oliopfolio connects through Plaid using read-only investment access. It can see your holdings. It cannot trade, transfer, or withdraw — ever.
One purchase covers Mac, iPhone, and iPad. No subscription. No ads.
Oliopfolio shows you what you own. It does not give investment advice or recommend buying or selling securities.
Support
Questions, bugs, or feature requests for Oliopfolio: email billdonner@gmail.com. It reaches the person who wrote the app.
Status and copy on this page come straight from App Store Connect (2026-08-06).