Smallfolk — Learn to Invest with Portfolio Tracking and an Investing Academy

Smallfolk is a portfolio tracker and investing academy for self-directed investors. Track stocks, options, and covered-call income in one place, analyze every closed trade, and sharpen your decision-making with a library of investment book summaries and practical guides.

What you can do with Smallfolk

  • Track your portfolio: Import positions from CSV, follow real-time prices, and see how each holding contributes to your returns.
  • Analyze your trades: Every closed position is broken down by realized P&L, holding period, and capital employed, so you can learn from winners and losers alike.
  • Run covered-call income: Plan covered calls against your existing stock, track premium income, and manage assignment risk.
  • Learn faster: The Smallfolk Academy distills 100+ investing classics into focused audio summaries, plus plain-English guides on options, value investing, and market history.
  • Know your investor type: Take the Investor DNA quiz to discover your archetype — Analytical Owl, Contrarian, Growth Hunter, and more — and get strategies tailored to your style.

Built for self-directed investors

Whether you are a long-term value investor, a growth hunter, or a covered-call income builder, Smallfolk helps you make better decisions with clean data, honest analytics, and an education library that treats you like an adult. No day-trading gimmicks, no push notifications designed to make you trade more.

Popular on Smallfolk

  • Investment Academy — book summaries, learning paths, and guided courses
  • Investor Types — eight archetypes of self-directed investors
  • Investor DNA Quiz — find your investing personality in 3 minutes
  • Investing Guides — practical walkthroughs for portfolio strategy and options
  • Top 9 Books for Investors — the most-loved titles in our library
  • Pricing — free forever, Pro plan for advanced analytics
HomePricingAboutGuidesAcademyTrendingInvestor Typesanalytical-owlsteady-tortoiseopportunistic-falconbalanced-dolphincontrariangrowth-hunterincome-builderrisk-managerTax-Free WealthGlobal Asset AllocationFooled by RandomnessGet Rich with OptionsHouse of CardsCoffee Can InvestingHow Markets FailGlobalization and Its DiscontentsThe Lean StartupAngel: How to Invest in Technology StartupsEconomics in One LessonThe Worldly PhilosophersA Short History of Financial EuphoriaHow Not to InvestPit BullMoney: Master the GameDebt: The First 5,000 YearsGet Rich with DividendsThe Behavioral InvestorThe Five Rules for Successful Stock InvestingThe Lords of Easy MoneyUnderstanding OptionsI Will Teach You to Be RichThe Index CardThe Bogleheads' Guide to InvestingYour Money and Your BrainThe Simple Path to WealthA Man for All MarketsThe Total Money MakeoverThe Intelligent REIT InvestorYour Money or Your LifeBarbarians at the GateQuality of EarningsThe Millionaire MindBest Loser WinsThe Undercover EconomistThe FundThe Handbook of Fixed Income SecuritiesFinancial ShenanigansAbundanceThe Ascent of MoneySecrets of the Millionaire MindHow to Invest: Masters on the CraftThe Intelligent Asset AllocatorA Mathematician Plays the Stock MarketThe Four Pillars of InvestingAgainst the Gods: The Remarkable Story of RiskAdvances in Financial Machine LearningThe Misbehavior of MarketsThe Four Steps to the EpiphanyAdaptive Markets: Financial Evolution at the Speed of ThoughtThe Mom TestWhy Smart People Make Big Money MistakesRisk Savvy: How to Make Good DecisionsThe Man Who Solved the MarketDie with ZeroFoolproof: Why Safety Can Be DangerousEnoughThe End of AlchemyGrinding It OutThe Wealthy Barber ReturnsThe Startup Owner's ManualYou Can Be a Stock Market GeniusThe Power of ZeroThe Little Book of Behavioral InvestingThe Little Book of Common Sense InvestingCapital Ideas: The Improbable Origins of Modern Wall StreetKing of CapitalThe Intelligent InvestorReminiscences of a Stock OperatorLiar's PokerThe Infinite MachineChip WarMillionaire TeacherShoe DogFollowing the TrendIf You CanThe Warren Buffett WayThe Panic of 1819The Nvidia WayPoor Charlie's AlmanackSam Walton: Made in AmericaThis Time Is DifferentThe Essays of Warren BuffettThe OutsidersPower PlayThe Snowball: Warren BuffettThe FourFortune's FormulaExtraordinary Popular Delusions and the Madness of Crowds100 to 1 in the Stock MarketEquity Compensation StrategiesBuilt to LastTrading Commodities and Financial FuturesThe Culture CodeThe Road to SerfdomAngel Investing: The Gust Guide to Making Money and Having Fun Investing in StartupsBroken MoneyReworkWhy Nations FailPrinciples for Dealing with the Changing World OrderThe House of MorganThe Bond BookDevil Take the HindmostThe Book on Tax Strategies for the Savvy Real Estate InvestorExpected ReturnsThe New Case for GoldThe PrizeThe World for SaleAmazon UnboundBad BloodToo Big to FailGood to GreatHow Google WorksHatching TwitterHit RefreshTwo and TwentyThe Single Best InvestmentNudgeThe Lords of FinanceMachine Learning for Algorithmic TradingWhen Money DiesNo FilterNo Rules RulesSuper PumpedQuit Like a MillionaireThe Everything StoreOption Volatility and PricingPioneering Portfolio ManagementSecurity AnalysisStocks for the Long RunA Complete Guide to the Futures MarketThe Price of TimeIrrational ExuberanceManias, Panics, and CrashesAntifragileOptions as a Strategic InvestmentTrading Options GreeksTechnical Analysis of the Financial MarketsThinking, Fast and SlowThe Black SwanThe Smartest Guys in the RoomDeep ValueValue Investing: From Graham to Buffett and BeyondDigital GoldMargin of SafetyVenture DealsCryptoassetsA Random Walk Down Wall StreetThe Bitcoin StandardCapitalism and FreedomConsider Your Options100 BaggersThe Dying of MoneyBeating the StreetThe Great ReversalThe Deficit MythThe Money MachineThe Banker's New ClothesCommon Stocks and Uncommon ProfitsThe Wealth of NationsBasic EconomicsThe Bible of Options StrategiesThe Ivy PortfolioHot CommoditiesThe Bogleheads' Guide to Retirement PlanningSelling America ShortThe Art of Short SellingJapanese Candlestick Charting TechniquesCapital in the Twenty-First CenturyTrade Your Way to Financial FreedomThe Art of Value InvestingThe Most Important ThingYou Can Be a Stock Market GeniusHow to Make Your Money LastOne Up on Wall StreetThe Great Inflation and Its AftermathMastering the Market CycleTitan: The Life of John D. RockefellerFreakonomicsThe AlchemistsThe Options PlaybookNaked EconomicsThe Book on Rental Property InvestingDead Companies WalkingThe Little Book That Still Beats the MarketElon MuskSteve JobsInsanely SimpleThe $100 StartupThe Hard Thing About Hard ThingsThe Stock Options BookMore Money Than GodThe Alpha MastersThe Big ShortWhen Genius FailedThe Price of TomorrowHow an Economy Grows and Why It CrashesDen of ThievesCrashed: How a Decade of Financial Crises Changed the WorldThe Great Crash 1929The House of MorganThe Panic of 1907The Creature from Jekyll IslandBroke MillennialThe Automatic MillionaireThink and Grow RichCovered Calls for BeginnersOptions Trading Crash CourseThe Rookie's Guide to OptionsGet Good with MoneyThe Barefoot InvestorThe Millionaire Next DoorThe Richest Man in BabylonThe Simple Path to WealthAll About Asset AllocationInfluencePredictably IrrationalSkin in the GameThinking in BetsRich Dad Poor DadThe Psychology of MoneyThe Millionaire Real Estate InvestorHow Much Money Do I Need to Retire?Fooling Some of the People All of the TimeEvidence-Based Technical AnalysisHedge Fund Market WizardsThe Alchemy of FinanceMarket WizardsThe New Market WizardsFlash BoysTrading in the ZoneThe Dhandho InvestorThe Little Book of Value InvestingSecrets of Sand Hill RoadThe Power LawZero to OneA Wealth of Common SenseThe Only Investment Guide You'll Ever NeedHow to Generate Monthly Income from Stocks with Covered CallsHow to Recover from a Bag-Holding Stock Using Covered CallsWhy Most Investors Fail - And How to Avoid Their MistakesHow to Read Your Brokerage Statement Like a ProBehavioral Traps That Destroy Portfolio ReturnsThe True Cost of Trading: Fees, Spreads, and Hidden ChargesLearn Investing Through Book SummariesWhat Happens When You Buy Call Options?How to Manage Covered Calls: Rolling, Closing and Adjusting PositionsBest Stocks for Covered Calls: How to Pick the Right UnderlyingThe Wheel Strategy: How to Combine Covered Calls and Cash-Secured PutsOptions Greeks for Covered Call Sellers: Delta, Theta and Vega ExplainedTax Treatment of Covered Calls: What Every Options Trader Should KnowCovered Calls for Retirees: Generate Extra Income Without Risking Your Blue-Chip HoldingsBest Apps for Investors and Personal Finance in 2026When Is the Best Time to Sell a Covered Call?Covered Call vs. Cash-Secured Put: Which Strategy Is Better?When You Should Avoid Selling Covered CallsCall Options Explained: Strike Price, Expiration & PremiumCovered Call ETFs Explained: How They Work and Why They've Exploded in PopularityWhat Is a Covered Call? A Complete Beginner's GuideBest Stocks for Covered Calls in 2026Understanding Risk: What Your Brokerage Won't Teach YouDollar-Cost Averaging vs. Lump Sum: What the Data Actually ShowsBuilding a Long-Term Portfolio: Patience as a Competitive AdvantageWeekly vs Monthly Covered Calls: Which Is Better?How to Sell Covered Calls for Monthly IncomeThe Power of Compound Growth: Your Greatest Advantage as a Small InvestorThe Multi-Brokerage Problem: Why Your Financial Picture Is FragmentedWhat Institutional Investors Know That You Don'tHow to Evaluate Your Investment Performance Honestly