Introducing Foliofox AI
Looking for an AI financial advisor?
Generic chatbots give generic advice. Foliofox is an AI financial planning tool connected to your real portfolio, so every insight reflects your actual holdings, allocation and goals. Ask questions, stress test your plan, and get clear, personalized analysis of your money that used to cost an advisor's time, free.
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The AI financial planner that knows your money
What makes Foliofox different from asking ChatGPT about your money? Context. Here's what that unlocks.
Grounded in your portfolio
ChatGPT has never seen your accounts. Foliofox has. Our AI financial planner reads your actual holdings before it says a word, so its analysis is specific to you, not a rewritten Wikipedia page.
Planning, not just tracking
Set goals, model scenarios and understand tradeoffs. Foliofox turns portfolio data into a financial plan you can act on: retirement, big purchases, what if scenarios, and beyond.
Always available, a fraction of the cost
Professional grade financial planning has always been gated behind advisor fees that run thousands per year. Foliofox has your portfolio memorized and answers 24/7, whenever you're thinking about your money.
Step 1
Import your portfolio
Import your investments so the AI has the full picture: every account, every asset, your complete net worth.
Step 2
Set your goals
Retirement, a home, financial independence, or simply beating your benchmark. Tell Foliofox what you're working toward.
Step 3
Plan with Foliofox
Ask anything about your finances and get answers grounded in your data. Risk checks, progress checks, scenario answers: your plan evolves as your portfolio does.
AI financial planner vs human advisor: an honest comparison
A good human financial planner is worth a lot. They're also expensive (typically 1% of assets per year or thousands in flat fees) and out of reach for most people.
An AI financial planner like Foliofox isn't a formally licensed financial planner, and we won't pretend otherwise. What it offers instead: it's available at 2am, it never has a product to sell you, it has actually read every position in your portfolio, and it costs nothing to get started.
For many investors the right answer is both: use Foliofox to understand your finances deeply and continuously, and bring sharper questions to a professional when the stakes call for one. For everyone who was never going to hire an advisor at all, Foliofox is an upgrade from guessing.
Built on trust
Financial planning starts with trust, and we believe transparency is part of earning it. Foliofox is open source, so our code can be inspected rather than hidden behind a black box. We use your financial data to power your experience, not to sell it, and follow a clear data retention policy designed to avoid keeping information longer than necessary. Foliofox can analyze your portfolio, but it never has access to move your money or make transactions. Your data informs the insights; the decisions always stay with you.
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
Build a plan around your real portfolio
Bring your investments, goals and questions together. Get personalized analysis grounded in your financial picture, free to start.
Start planning free