Folio is an investment portfolio analysis platform that produces a single comprehensive report revealing what is really happening in your portfolio. Instead of wrestling with cumbersome spreadsheets or connecting your bank account, Folio calculates your actual capital gains tax, real returns based on actual purchase prices, diversification analysis, a risk score, and market opportunities — all in one clear, instant report. The platform syncs live stock prices, enables portfolio simulation for risk management, sends automatic price alerts to your email, and generates weekly market briefs. All of this requires no prior financial knowledge — Folio does the complex calculations for you and presents the results in plain, accessible language.
Folio was built for the individual investor who manages their own portfolio — whether in US stocks, ETFs, Israeli stocks, or funds. The platform suits investors who want to deeply understand their performance, calculate tax liability precisely, and make informed decisions based on real data rather than gut feelings. Both beginners just entering the world of investing and veterans with complex portfolios will find professional-grade tools in Folio that were previously available only to portfolio managers.
Folio is built by a team of developers and finance professionals who believe every individual investor deserves professional tools for free or at an accessible price. We use reliable data sources like Yahoo Finance, Finnhub, and Alpha Vantage to provide accurate real-time prices, and we integrate artificial intelligence to generate clear insights and market briefs. The product is continuously updated based on user feedback.
אנחנו משתמשים בעוגיות חיוניות בלבד לפעולת האתר — בלי עוגיות פרסום ומעקב. מדיניות עוגיות