Allocate your assets like the professionals

  • Live Pricing for US Equities & Cryptocurrencies
  • Combine online & offline assets for full picture
  • Rebalance your assets as regularly as you like
  • Follow a professional allocation mix or create your own

What is FOLIO?

Track your portfolio

We help you visualise, track and manage your investment portfolio across multiple asset classes and follow an Asset Allocation Strategy.

Asset Allocation

We provide the tools to help you benchmark your portfolio against a desired strategy or Investment Professional and manage your asset allocation regularly.

Who is FOLIO for?

If you invest in assets, we can help you manage your assets like the the pro's, think Ray Dalio and David Swensen.

Reporting & Insights

Use FOLIO dashboards to track your portfolio performance, your asset allocation tracking v's your asset allocation targets. As well as tools to manage your personal finances.

Track your portfolio

We help you visualise, track and manage your investment portfolio across multiple asset classes and follow an Asset Allocation Strategy.

Asset Allocation

We provide the tools to help you benchmark your portfolio against a desired strategy or Investment Professional and manage your asset allocation regularly.

Who is FOLIO for?

If you invest in assets, we can help you manage your assets like the the pro's, think Ray Dalio and David Swensen.

Reporting & Insights

Use FOLIO dashboards to track your portfolio performance, your asset allocation tracking v's your asset allocation targets. As well as tools to manage your personal finances.

Asset Allocation & Portfolio Management

Individual investors spend hours every month monitoring their portfolios using excel and importing the latest prices from multiple investment and trading accounts. With live pricing for US Equities and Cryptocurrencies, FOLIO does the heavy lifting for you.


FOLIO is an App designed for investors who want to track and manage their Investments themselves. Combine assets such as Properties and Angel Investments with your traditional Equities, Bonds and Commodities for a full picture of your portfolio and net worth in one place.


Easily balance your portfolio against pre-defined targets you set yourself, or choose an investment pro to benchmark your own portfolio against.

Allocate Your Assets Vs Benchmark Portfolios

Ray Dalio's All Weather Portfolio
+ 5 other professional portfolios
Or Create Your Own

Asset Classes FOLIO Supports

Those highlighted have live pricing, the remaining are included with manual pricing.

Equities (US)

Cryptocurrencies

Equities (International)

Bonds

Commodities

Property

Start-Up Investments

Pricing
All this for less than the cost of Netflix

Pricing

Investor Pro

  • Everything in Investor package
  • 24 Months Access
  • + 20% Discount
  • (Works out at Just $7.17 a month)
$172 Buy Now

Advanced Investor

  • Everything in Investor pro package
  • 36 Months Access
  • + 30% Discount
  • (Works out at Just $6.28 a month)
$226 Buy Now

What People Are Saying

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