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Where the others can't go.

Most US-built portfolio trackers run on Plaid — which means they need your bank password, which means they don't work in most of Europe. We took a different route. Here's the honest scorecard.

SIDE BY SIDE
✓ YES · × NO · ~ PARTIAL
FEATUREMILLEFOLDMONARCHYNABPOCKETSMITHEMPOWER
EU brokers (Trading 212, Revolut, Trade Republic, DEGIRO)
Native CSV detection for 8 brokers + generic column-mapper
×Plaid US-only
×Budget tool, not a portfolio tracker
~Yodlee feeds — limited EU broker coverage
×US-only
Connects without bank passwords
CSV in, no credentials stored
×Plaid requires bank login
×Plaid + direct bank links
×Yodlee requires bank login
×Bank login required
Encryption at rest of net worth / position values
AES-256-GCM per-user key, operator can't read in plaintext
~Disk-level encryption only
~Disk-level encryption only
~Disk-level encryption only
~Disk-level encryption only
EU-resident data hosting
Supabase EU + Cloudflare global edge
×US-resident
×US-resident
×AU / US-resident
×US-resident
No third-party analytics / ad SDKs in product
Only PostHog EU for errors (PII stripped)
×
×
×
×Advisory referral business model
Discipline score / behaviour scoring
Score grades you, not your holdings
×
×Budget rules, not portfolio behavior
×
~Retirement-readiness score
Long-horizon projection (10-40 years, real returns)
Built-in. Real + nominal toggle. 4 rate presets.
~Goal tracker; not a real projection
×
Heavy advisor upsell
Free tier (no card required)
Founder cohort = €0 forever (1k cap)
×$14.99 / mo after trial
×$14.99 / mo
~Free tier with 12 accounts
Free product, advisor cross-sell
Pricing (paid tier, yearly)
€6/mo
$8/mo
$8.25/mo
$9.95/mo
Free*
AUM advisor fees
— THE HONEST PART —

What the table doesn't show: Monarch and Empower have years of polish, mobile apps, household-shared accounts, and auto-categorisation we don't. YNAB has the best budget UX on the market — we don't do budgeting. PocketSmith's forecasting UI is excellent.

Where we're different:we're built for a person who keeps their financial life in spreadsheets right now because no EU-resident tool will read their broker. We don't sit between you and your bank. We don't see your net worth — we just give you the math.

If you're US-based with a Schwab/Fidelity/Vanguard 401k that Plaid already reads:Monarch or Empower probably fits better. If you have a Trading 212 ISA, a Revolut Crypto portfolio, a mortgage in Lithuania, and you don't want any of that crossing the Atlantic — we built this for you.

METHODOLOGY
UPDATED 2026-05

Comparisons reflect public marketing pages + public docs of each competitor at the time of writing. If something here is out of date, email hello@millefold.com and we'll fix it. We don't take affiliate fees from any of these products and we don't mind linking to them.

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