Folio brings live markets, every position you hold and the numbers that matter into one clear, real-time view — from the first trade to the board report.
The thesis
Markets, portfolio, reporting and automation in one place — every figure live, every report one click away.
Live prices, watchlists and market depth across stocks, funds and FX — the whole market in one feed.
Every position, cost basis and P&L in real time — see exactly what you hold and how it is moving.
Board-ready reports built from live data — margins, cash flow and returns, exportable in a click.
Rules, alerts and scheduled trades that run themselves — set the logic once and let it work.
A look inside the product — markets, portfolio and reporting, live. Drag to explore.
Markets
Portfolio
Reporting
Analytics
Automation
Scroll to watch the blotter fill — each order priced, timed and logged, with the chart marking every entry and exit as it happens.
Folio turns a wall of numbers into a dashboard you actually read — prices, P&L, cash flow and approvals, all updating live.
The same live markets, portfolio and reporting — desktop, tablet, Android and iOS. Built native-fast for every screen, synced in real time.
Every trade, price and report feeds one live structure — Folio assembles it the moment it lands, so the number on your screen is always the number that's true.
The promise
We make the numbers clear before the decision is made — so when you act, you already trust what you are seeing.
Everything from a live trade to a board report — one continuous thread, with nothing lost between the data and the decision.
Link your accounts, brokers and feeds. Folio pulls live prices and positions into one place in minutes.
Watch every holding, margin and cash balance update in real time — no spreadsheets, no manual refresh.
Generate board-ready statements from live data — margins, returns and cash flow, exportable in a click.
Set alerts and rules that act on the numbers — rebalance, notify or trade the moment a threshold is hit.
Every price, position and report is live. No overnight batches, no stale numbers on the screen.
Folio reads straight from the market and your accounts. If it is not current, it is not shown.
Charts, deltas and colour do the talking — gains, losses and risk read at a glance.
We surface the few figures that move decisions and quietly hold the rest until you ask.
From a live trade to the board report — one system, never a relay between tools.
Alerts and rules run after you close the tab — the portfolio keeps being watched, not frozen.
Analysts, PMs and finance leads — on what changed once the numbers went live.
“Folio put every position and its P&L on one screen — we closed our spreadsheets for good.”
“The live dashboard tied to our holdings made board reporting genuinely effortless.”
“Our returns finally read clearly — gains, losses and risk, all at a glance.”
“We see cash flow and margin in real time. No more waiting on month-end.”
“Folio put every position and its P&L on one screen — we closed our spreadsheets for good.”
“The live dashboard tied to our holdings made board reporting genuinely effortless.”
“Our returns finally read clearly — gains, losses and risk, all at a glance.”
“We see cash flow and margin in real time. No more waiting on month-end.”
“Defensible numbers from day one — exportable, audited and board-ready.”
“We rebalanced faster without losing oversight. The alerts paid for themselves in a quarter.”
“It made a complex portfolio feel calm and clear at a glance.”
“Every figure is considered — the most trustworthy reporting we have used.”
“Defensible numbers from day one — exportable, audited and board-ready.”
“We rebalanced faster without losing oversight. The alerts paid for themselves in a quarter.”
“It made a complex portfolio feel calm and clear at a glance.”
“Every figure is considered — the most trustworthy reporting we have used.”
The model that prices, weighs and rebalances your book. Keep scrolling — the rain washes it clean, ready to run again at the open.
// Folio — intraday rebalance signal function rebalance(book, target, nav) { const drift = book.map(p => p.weight - target[p.symbol]); for (const p of book) { if (abs(drift[p]) > 0.015) { const side = drift[p] > 0 ? 'SELL' : 'BUY'; const qty = round(abs(drift[p]) * nav / p.price); orders.push({ symbol: p.symbol, side, qty }); } } return optimise(orders, riskBudget); }
Connect your accounts and watch the whole picture come together — live prices, real positions, clear reports.
Start free →Free to start · no card required
Tell us what you are trading or tracking — a sentence is enough. We read every message ourselves and reply within two working days.
Remote-first, across 9 time zones. We meet wherever the work needs us.
Booking new projects from Q3 2026. One or two at a time, on purpose.
