Private portfolio intelligence

A sentry, watching your folio.

Every purchase remembered exactly. Every price measured nightly. Every threshold you set, reported the moment it is met. Objective mathematics. Never advice.

The demo is the real terminal, read-only, on a fictional portfolio. Look anywhere.
The Sentryfolio Overview page: holdings, cost and value tiles,
                    today's signals, in charcoal and gold.
The live terminal, watching a demonstration portfolio. Every figure fictional.
Free in beta No account linking No shared passwords Your own vault Invite-only
Your data is yours: export everything, anytime. If Sentryfolio ever closes, it leaves with you.
How it starts

Three steps, then it never sleeps

The full tour →
01

Hand over an export

The file your broker already gives you: Charles Stanley, Trading 212, IG, Interactive Brokers, Revolut. New broker? Support is built within the week.

02

Set your numbers

A drop percentage against your average cost, a band around the analysts' target, a gain marker. Yours to change any time.

03

Read one quiet report

Every morning: a heartbeat, the parameters met, nothing else. The terminal holds the detail whenever you want to look deeper.

Your broker is already here
Charles Stanley Trading 212 IG Interactive Brokers Revolut
Somewhere else? Arrive with your export and support is built within the week.
9
instruments on watch
4
quality gates in the hunt
1
quiet report each morning
0
recommendations, ever
The watch

Nine instruments, one quiet report

MEASURED NIGHTLY
The ledger

What did each purchase truly cost me?

Broker exports become an exact FIFO ledger: every lot at its true cost, forever.

See this instrument in the demo →
The story

Why a sentry?

Markets do not keep office hours, and neither does worry. So post a watch: while you sleep, the beacon is lit. Each morning, one quiet report, never an opinion. It tells you what is, and leaves what to do where it belongs: with you.

I did not need advice. I knew exactly what I wanted to do. I needed something that never stops watching the numbers I care about.

— Phil, the operator, on the miss that started all this
The vault

Your data stays yours

The whole privacy story →
Hosted in the EU

Your vault lives on Sentryfolio's own server in the EU, never pooled with another investor's holdings.

Encrypted

Everything is encrypted before it ever leaves the server; nothing ever connects to your broker.

Backed up nightly

A fresh backup is taken automatically every night, so nothing you import is ever at risk.

Zero tracking

No analytics scripts, no cookies, no tracking anywhere on this site. Nothing watches you back.

And if Sentryfolio ever closed: notice first, time to take your exports, and the vault deleted, not passed on. The whole promise →

The Sentryfolio Discovery page: candidates from the
                  overnight hunt with quality gates, trend steadiness, yield
                  and dividend years.
The hunt

The half that looks outward

Night after night, the discovery engine walks thousands of dividend payers through four blunt gates: steady climb, meaningful climb, unbroken dividend, sensible yield. What survives lands with its numbers laid bare. Findings, never suggestions.

See the hunt working, in the demo →
Questions

Plainly answered

No, and it never will be. It reports objective measurements only: thresholds met, distances between numbers, the parameters you set. What to do stays entirely with you.

Charles Stanley, Trading 212, IG, Interactive Brokers and Revolut today, using the export file your broker already gives you. Arrive with a new broker and support is built within the week.

It lives in your own vault, on your own server: encrypted before it ever leaves, and backed up nightly. Nothing links to your accounts, nothing watches you, and you can export everything, anytime.

Yes. Sentryfolio is in private beta: free, by invitation, one portfolio at a time. It is supported only by voluntary tips, which buy nothing.

Your data is yours and fully portable: export it in a single step, whenever you like. Nothing is ever locked in.

The operator

I built Sentryfolio for one person first: me. For years I watched a handful of numbers I genuinely cared about. A price against what I paid. A distance from a target. Every tracker I tried either blended them into one cheerful figure, or worse, tried to tell me what to do.

I didn't want advice. I knew my own mind. I wanted something that never blinked — something that remembered every purchase exactly, measured the things I set each night, and sent me one quiet report each morning. So I built it, and I run it myself: one portfolio at a time, on a server I keep, with your data kept yours.

It will never sell you anything, never nudge you toward a trade, and never give your figures to a third party. That is the whole promise, and I intend to keep it.

Phil
The operator · Sentryfolio
The Sentryfolio beacon

Sentryfolio never says buy, sell, or recommend. It measures distances, thresholds, parameters, and reports when your numbers are met.

THE FOUNDING RULE, WRITTEN INTO EVERY LINE OF THE SYSTEM
Private beta · free · one portfolio at a time · supported only by voluntary tips