WORK / W-03
Valfolio
Trading analytics · Web application
Every fill, every account, one reconciled ledger.
Captures
The product, from its own pages.
Valfolio is a web application for active stock and options traders who hold accounts at more than one brokerage. It connects to brokerages read-only, or accepts CSV and statement imports and manual entry, and merges every account into a single reconciled ledger.
From that ledger it reports realised P/L, options premium income, win rates and estimated tax impact. Traders tag trades into strategy “baskets” to compare which setups perform best before and after estimated taxes, receive wash-sale alerts across accounts, and can publish selected baskets to a public profile.
The service never places trades, moves money or stores brokerage credentials. Accounts support passkeys, two-factor authentication and Google sign-in, and subscriptions are billed through Stripe. The site is server-rendered with Next.js and deployed on Cloudflare, with light and dark themes and Turnstile protecting its forms.
| Platform | Web application |
|---|---|
| Model | Free, Plus and Pro subscriptions |
| Security | Read-only connections · passkeys · 2FA |
| Billing | Stripe |
What it does.
- Unified ledger across brokerages with per-broker roll-ups
- Strategy baskets with total return before and after estimated taxes
- Options income: premium collected, open sold premium, assignments and expirations
- Wash-sale detection across accounts
- Missing cost-basis repair
- Optional public profiles and a referral programme
- Free browser-based options calculators
Public stack signals.
- Next.js with React Server Components, deployed to Cloudflare via OpenNext
- Read-only brokerage connections through an account-sync provider, plus CSV and manual import
- Stripe subscriptions with trials
- Passkeys, two-factor authentication and Google sign-in
- Cloudflare Turnstile on forms; referral attribution via a first-party short-link domain
- Light and dark themes