Meet Your Personal Financial Advisor
Your AI-powered financial advisor that helps you make smarter decisions about your money.
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One place for your whole financial life
Track what you own, understand what it means, and keep more of it.
Track everything
Stocks, ETFs, crypto, cash and real estate in one clean net worth view. Import from any broker and stop juggling five apps and a spreadsheet.
Understand and plan
Ask anything about your finances and get answers grounded in your actual holdings. Set goals, test scenarios and see what your portfolio actually supports, whether that's retirement, a big purchase or financial independence.
Know what you'd actually keep
Your portfolio is worth less than the number on the screen, because tax hasn't been taken out yet. Foliofox shows your net worth after tax, so your plans are built on money you can actually spend.
Know you're on track
Everyone has the same quiet question: am I going to be okay? Foliofox answers it with your real numbers. See where you stand today, where you're headed, and whether it adds up to the goals you've set. Check once, or check every morning. The answer is always current.
What investors say about Foliofox
Foliofox helped my husband and I feel much more confident about our plans for retirement. Having everything laid out gives us real peace of mind.
Foliofox has been a lifesaver in helping me reach my investment goals.
Foliofox has made it extremely easy to monitor investments, understand where I stand towards my financial goals…
Frequently asked questions
Get a clearer picture of your financial life
Bring your investments together, understand your money, and plan your next step with confidence. Free to start, no card required.
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