Your portfolio,
at a glance.
Real-time tracking, signal scoring, and AI-powered insights for your stock portfolio.
Request Access →
Real-time tracking, signal scoring, and AI-powered insights for your stock portfolio.
Request Access →
Drop your brokerage export and see your full portfolio in seconds. Stock splits, dividends, and multi-currency conversion handled automatically.
Live prices refreshed every 15 minutes. Daily recaps at market close. Portfolio snapshots tracked over time.
Composite signal scoring combines analyst ratings, price targets, and technical indicators. Momentum screening ranks the entire S&P 500. Insider buying clusters surface hidden opportunities.
Works everywhere.
FOLIO exposes a Model Context Protocol (MCP) server. Connect it to Claude and query your holdings, signals, momentum scores, and analytics through natural conversation.
