Swingfolio

About

Swingfolio is a swing trading companion that lives in your Chrome side panel. Capture trades, track open positions, and size your next entry without leaving the page you are on.

Capture trades instantly
Paste a trade confirmation, drop in a screenshot, or capture the current tab. Swingfolio reads the ticker, price, quantity, fees, and date for you with AI, so there is no manual data entry.

Track your open positions
See every open position with live prices, unrealised profit and loss, and the day's change. Open any position for the detail: entry price, holding period, and stop loss.

Size every trade before you take it
Set your risk percentage, entry, and stop, and Swingfolio works out the right number of units. The trade idea form shows your risk-to-reward and position size as you type, and checks that your stop and target sit on the correct side of your entry so you do not save an inverted setup.

Manage multiple portfolios
Track positions across brokers and accounts in one place. View cash balances, allocation, win rate, and returns from the side panel.

Save and act on trade ideas
Capture ideas from research, newsletters, or social media. Right-click any image or text to pull a trade idea with AI. Track sentiment and target prices, then turn an idea into a live trade when you are ready.

Sync your holdings
Paste your broker's positions page and Swingfolio matches it against your existing data, flags what changed, and lets you review before saving.

Sign in once
Log in on swingfolio.com and the extension picks up your session automatically. No second login.

What you get
  - AI trade parsing from text, screenshots, and page content
  - Live prices on open positions
  - Risk-based position sizing with risk-to-reward built in
  - Multi-portfolio support with allocation and returns
  - Trade idea capture from a right-click menu
  - Portfolio snapshot capture with a review step
  - Light and dark themes
  - Runs entirely in the Chrome side panel

Requirements
  - A free Swingfolio account (sign up at swingfolio.com)
  - Chrome 116 or later

  Swingfolio is a tracking and analysis tool. It does not provide financial advice.