The AI Advisor can now take action

You can now ask the Foliofox AI Advisor to:

• Create a new position in your portfolio
• Add buy, sell, deposit, withdrawal, and other portfolio records
• Record transactions using the details from your conversation

For example, you can tell it that you bought five shares of an ETF, deposited cash into an account or opened a new position.

Before making any change, Foliofox shows you exactly what will be added and asks for your confirmation. Nothing is changed without your approval.

Ask Foliofox about Foliofox

The AI Advisor can now also answer questions about the product itself.

You can ask how broker imports work, what different record types mean, how cost basis is calculated, how to structure a CSV file or how to use a particular Foliofox feature.

If you have any question about Foliofox, try ask the advisor directly.

Directa and Scalable Capital imports

Broker Import now supports two additional brokers:

• Directa
• Scalable Capital

You can export your transaction history from your broker and upload it to Foliofox. Foliofox can create missing positions, import your buy and sell history, detect duplicates and rebuild your portfolio timeline automatically.

We also improved the review process for instruments that cannot be matched automatically, partial broker exports and securities that are not available through our market-data provider.

🇮🇩 Indonesian Rupiah support

Foliofox now supports the Indonesian rupiah, or IDR, making it possible to track IDR-denominated assets and use IDR as a portfolio currency.

Broker Import

A much easier way to keep Foliofox in sync.

• We added the first version of Broker Import.
• You can now import your portfolio and buy/sell transaction history from supported broker exports.
• Foliofox can create missing positions, import transaction records, skip duplicates, and recalculate your portfolio history automatically.
• The first supported broker is Trade Republic.

This means you can export your data from your broker, import it into Foliofox, and repeat the process whenever you want to keep your portfolio updated.

Trade Republic support was made possible thanks to a Foliofox community member who shared their export file and helped me build the first broker adapter.

If your broker is not supported yet, please feel free to join our Discord or send me an email at leonardo@foliofox.com.

Custom Categories

Organize your portfolio your way.

• You can now create your own custom categories.
• Assets can be labeled using the categories that make sense to you.
• This gives you more flexibility than the default Foliofox category system.

🇬🇧 London and 🇰🇼 Kuwait Market Support

• Foliofox now supports London-listed securities.
• GBp / GBX-denominated securities are now supported.
• Foliofox now supports Kuwait-listed securities, including securities quoted in KWF / Kuwaiti fils.

Automatic Emails

Portfolio updates, directly in your inbox.

We worked on a new infrastructure for automatic Foliofox emails.

• This means Foliofox can now send portfolio-related updates, starting with weekly recaps.
• Weekly recaps will help you stay updated on your portfolio change, top movers, and projected income.

The first automatic emails will start rolling out in May 2026. You can opt-out from the dashboard settings anytime.

Realized P/L on Asset Pages

A clearer view of what you’ve actually gained or lost.

• Asset pages now show realized profit and loss.
• This gives you a better view of the gains or losses already locked in through completed SELL records.

Almost 100 Stars on GitHub

Foliofox is now getting close to 100 stars on GitHub.

If you like the project and want to support it, starring the repo would really help us reach this milestone.

It’s a small gesture, but it makes a real difference for an open-source project.

Scenario Planning Improvements

More control over how you model the future.

• You can now include growth and inflation assumptions in your scenario planning.
• This makes projections more realistic and adaptable to different market conditions.

Export Records

Take your data with you.

• You can now export your portfolio records in bulk.
• Useful for backups, external analysis, or migrations.

Net Worth Performance View

Your net worth, now with real performance insights.

• The net worth chart can now be toggled to show performance instead of absolute value.
• Foliofox calculates time-weighted returns for your market-backed assets (with ticker symbols).
• You can analyze performance across different timeframes, not just raw net worth changes.

This is a foundational step toward more advanced portfolio analytics and performance benchmarks.

Projected Income Stacked Bar Chart

Clarity on where your dividend income actually comes from.

• You can now view projected dividend income as a stacked bar chart.
• Each month clearly shows which positions contribute to your total income.
• This makes it easier to spot concentration, seasonality, and dependency on specific assets.

If dividend income is part of your strategy, this gives you a much clearer picture.

Net Worth Before and After Capital Gains Taxes

A more realistic view of your wealth.

• You can now add an optional capital gains tax rate to any position.
• With a simple toggle, you can switch between net worth before taxes and net worth after taxes.
• This helps you understand what your portfolio would actually be worth if all positions were liquidated.

Especially useful if you actively rebalance or plan partial exits.

AI Advisor Improvements

Smarter, more capable, and more flexible.

• Upgraded to a new AI model with improved reasoning and structured analysis.
• The AI position import now supports spreadsheets (CSV, TSV, XLSX, Excel formats), in addition to images and PDFs.
• The AI Advisor chat now supports file uploads directly inside the conversation (images and PDFs for now).

This moves the Advisor closer to becoming a true portfolio copilot.

🇺🇳 Localized Number Inputs

Small detail, big usability improvement.

• Number inputs now automatically adapt to your regional format.
• Proper grouping and decimal separators are applied as you type.

Manual data entry is now smoother and safer.

Ticker Symbol Health Monitoring

Market data isn’t always reliable. Now Foliofox actively watches for issues.

• Foliofox now continuously checks the health of the ticker symbols you own, based on how fresh and reliable the price data is.
• If a symbol stops updating, becomes stale, or shows anomalies, the issue is surfaced directly to you as a warning.
• This can happen for several reasons: halted trading, data provider issues, or most commonly: ticker symbol renames.

When an issue is detected:

• You can now change the ticker symbol of a position while keeping your full history and net worth intact.

This is an important step toward making Foliofox a resilient tool.

Extended Net Worth Chart Timeframes

More history, more perspective.

• You can now explore your net worth across longer timeframes, making it easier to focus on trends instead of short-term noise.
• Performance has been improved at the same time, so charts stay fast even as your data grows.

This builds on daily net worth tracking and prepares the ground for more advanced analysis.

Full Localization (Numbers, Dates, Currencies)

Foliofox now adapts to how you read numbers.

• Numbers, currencies, and dates are now fully localized based on your region.
• No more odd separators or mixed formats.

Language support will come later, this update lays the foundation.

Portfolio Records with Advanced Sorting and Filtering

Your Portfolio Records finally got the space they deserve.

• We introduced a dedicated Records page with full sorting and filtering.
• You can slice your history by type, date, and other attributes.
• This makes audits, backfills, and cleanup much easier.

If you actively and manually manage your data, this one’s a big upgrade.

Scenario Planning (Beta)

This month we shipped the first version of Scenario Planning.

• You can now explore “what if” scenarios based on your current net worth and contributions.
• It’s an early beta, but it already lets you reason about different financial paths instead of just tracking the past.

There’s a lot more coming here: better assumptions, configurable average yields, and more realistic long-term projections. This feature is very much in progress, and your feedback will directly shape it.

This feature was made possible thanks to @effe-megna's continuous contribution.

Bulk Records Import

Import is no longer limited to positions. You can now bulk import your records.

• Import multiple records at once. This makes it much faster to backfill your net worth history or migrate from spreadsheets.
• Improved feedback during import, making it clearer what was added and what failed, instead of silently skipping records.

Kudos to @gionn for his help in releasing this feature and supporting Foliofox's Developer Experience.

AI Advisor Improvements

The AI advisor continues to mature behind the scenes.

• Improved internal tooling and structure allow the advisor to reason more consistently about your portfolio and history.
• Responses are more reliable, and this lays the groundwork for much deeper analysis in the future.

We’re working every day to make the AI advisor better.

💶 More Robust Exchange Rates

We added better fallbacks for exchange rates, making valuations more resilient when data providers fail or lag. This improves accuracy, especially for users with international portfolios.

In December we also added support for a new currency: AED. You are now able to add securities listed in the Abu Dhabi and Dubai exchanges.

Feel free to reply to this email if your currency and/or a security you are looking for is not listed on Foliofox.

Daily Net Worth Tracking

A complete upgrade of how Foliofox tracks your net worth.

• Your chart now uses daily data points instead of weekly snapshots.
• This gives you way more accurate history, especially if your assets change often.
• The chart loads much faster thanks to a backend + caching optimization.

Shareable Portfolio Links (Public Sharing)

Stop taking screenshots or photos of your screen (iykyk). Share your portfolio the clean way.

• You can now enable public sharing directly from your dashboard.
• Foliofox generates a unique link with an expiration date, perfect for Reddit posts, forums, or showing a friend.
• You can edit the expiration, disable the link, or even customize your link name (first come, first served).
• No personal info is included.

A Smarter AI Advisor

The AI advisor now knows you better.

• There’s a new Financial Profile section in your menu where you can add context about your income, goals, experience, and risk tolerance.
• The AI Advisor uses this to give you far more personalized guidance.
• You’ll also see exactly which tools the AI uses to analyze your portfolio and history.

We are working on making the AI advisor better everyday.

🐳 Docker Support

For the more technical crowd: Foliofox now has full Docker support.

If you want to self-host Foliofox, spin it up locally, or run it on your own server, you can now do it with a single Docker setup.