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Screenshots

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Details

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Folio Main Features

• Portable files
  Your entire portfolio lives in simple files that you can move or open with any database tool.
• Income tracking
  It automatically maps your dividends and predicts future income based on current rates.
• Private by design
  Folio is a desktop app with no server, so your data always stays on your own device.
• Safe re-importing
  You can import the same files again without creating duplicates, and your history stays complete.
• Private data storage
  Your financial data stays on your computer in a single file, and it is never uploaded to the internet.
• Automatic verification
  Folio checks each number against the total on your statement to make sure everything matches.
• Built-in help assistant
  If something seems wrong, Folio can analyze your files and explain what happened, offering solutions.
• Handled difficult tasks
  Folio manages stock splits, spin-offs, currency conversions, and broker transfers correctly.
• Complementary mobile app
  An optional, read-only mobile app lets you view your data securely on your phone.
• Easy import of statements
  You can drop in files like spreadsheets, PDFs, or web exports that your broker already sends you.
• Fair analysis of holdings
  Each investment gets a clear score based on detailed numbers, not opinions.
• Detailed financial reports
  It shows your returns, income, and performance with honest numbers based on your real trades.
• No account or bank linking
  You do not need to create an account or connect your bank to use Folio.

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Folio Alternatives

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Technologies Used

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