trefolio
Portfolio tracking and investment analysis platform built for European investors. · Finance
How they use Tavily
trefolio uses Tavily web search for Investor Briefing earnings-day news digests, company-analysis enrichment, and Warren answers that need public-web, investor-relations, or earnings-call context. Its privacy policy lists stock tickers, company names, curated X handles, and search queries as data shared with Tavily.
The disclosure also covers FinPulse X-post discovery as an optional beta and Investment Screening research as experimental and flag-gated. Screening includes Web & Sentiment research, with optional Company Research and investor-relations document extraction. Screening and Warren may submit public investor-relations page and filing URLs, including PDFs, to Tavily Extract.
Sources
1 sourceCompany context
trefolio.comtrefolio is a portfolio tracking and investment analysis platform built for European retail investors, founded by Marcos C. Suarez. Its web application brings stocks, ETFs, mutual funds and cryptocurrency holdings together through broker connections, CSV imports, screenshots or manual entry. Users can monitor performance, compare benchmarks, track dividends and view assets across currencies. The platform also provides European tax reports, stock screening and AI-assisted portfolio research. Its Clover assistant connects investment analysis through Warren with personal finance tools through Clara. Free and paid subscription plans are available.