CryptoFolio CFO is a financial planning platform for people who hold cryptocurrency and want to manage their finances with clearer, personalized tools. Its services focus on decision support rather than charts or general market commentary, using a customer’s holdings, tax situation, and goals to help model potential outcomes. A free calculator estimates portfolio value, gains, and federal tax impact at a selected target price, with no account required.

Paid Pro features include a live portfolio dashboard with prices refreshed every 15 minutes, cost-basis and performance tracking, and an exit strategy engine with price targets and email alerts. The platform also offers tax estimates, tax-loss harvesting insights, and guidance on holding periods; wealth planning for target net worth and retirement timelines; and a portfolio advisor for questions tailored to users’ numbers. Subscribers receive a monthly financial briefing covering performance, tax efficiency, exit progress, goals, market context, and potential action items.

Threshold alerts can flag milestones, including levels for considering LLC or S-Corp formation