skarbfolio
Open app
Getting Started
  • What is Skarbfolio?
  • Signing in
  • Adding your first account
Accounts
  • How to add an account
  • How to edit or rename an account
  • How to archive an account
  • Zero-balance vs. archived accounts
Holdings & Transactions
  • How to add a holding
  • How to add a transaction
  • How to edit or delete a transaction
  • How to archive a holding
  • Editing a custom asset
  • Setting up a dividend schedule
  • Interest on a cash balance
Importing Data
  • Importing from Interactive Brokers
  • Importing from an XLSX spreadsheet
Asset Types
  • Tracking stocks
  • Tracking government bonds
  • A bond that isn't in the catalog
  • Polish savings bonds
  • Tracking crypto addresses
  • Custom assets
Activity & Income
  • Understanding the Activity feed
  • How income is calculated
Analytics
  • Reading Analytics
  • How net worth and charts are calculated
Settings
  • Connecting Interactive Brokers for one-click sync
  • Using the MCP connector
  • Billing & subscription
  • Changing language and currency
  • Debt payment reminders
  • Changing the theme
  • Deleting your account
Help & FAQ

What is Skarbfolio?

Skarbfolio tracks your investments and net worth across every account you hold — brokerages, banks, and wallets — in one place.

The three building blocks

  • Accounts are where your money lives: a brokerage account, a bank account, a crypto wallet. Every holding belongs to an account.
  • Holdings are the individual positions inside an account: a stock, a bond, a wallet balance, or a custom asset.
  • Transactions are the events that build up a holding over time: buys, sells, dividends, interest, and transfers.

What you get

  • An Overview showing your total net worth over time.
  • A Holdings view of every position you own, grouped by account.
  • An Activity feed of every transaction, searchable and filterable.
  • Income tracking for dividends and interest.
  • Analytics for performance, risk, and composition.

If this is your first time here, start with Adding your first account.