Free, state-of-the-art, and AI-powered, bringing next-level strategy customization to everyone
Folio is our no-cost 🎉, all-in-one platform designed to help you build, optimize, simulate, and analyze any type of equity portfolio 🚀
Whether you’re just starting out or managing complex strategies, Folio’s combination of an AI-powered interface and powerful expert systems makes it easy to explore the full range of equity strategies, from thematic to style investing, optimize risk, and visualize performance in no time.
By offering Folio at no charge, we aim to make equity portfolio management a true service, empowering industry professionals, from institutional investors to financial advisors, to make well-informed decisions and unlock new investment possibilities without barriers.
Design & Simulate Any Equity Portfolio in a Snap
- Unmatched customization: Implement active or passive equity strategies — complete with or without optimization — exactly the way you envision.
- Powerful features: Harness dynamic filtering, optimized weighting, and advanced tools to design thematic, style-based, or virtually any long-only or long/short portfolio
- Flexibility at every turn: Start from an ETF or index concept, then refine it with your personal insights and creative twists
- Freedom to explore: Run lightning-fast simulations, even on large portfolios, with pinpoint accuracy — so you can freely experiment and elevate your strategies to new heights
- global coverage
- broad strategy engines
- blazing fast
Folio’s AI Copilot
- Describe your investment strategy in plain words, and let our platform bring it to life, benefitting from best-in-class portfolio construction and risk management — no specialized knowledge or expertise required
- Cutting-edge technology: A fusion of our expert systems with the latest AI/LLM tools, delivering powerful insights
- Game-changing access: Simply ask the Copilot to tap into any feature of the platform, for a truly transformative user experience
- easy as abc
- full app coverage
- dictation enabled
Gain Deep Insights into Strategy and Allocation
- Analyze and compare your custom portfolios, funds, and indices in one place, revealing deeper insights into performance and market positioning
- Identify key performance and risk drivers with our comprehensive 360° diagnostic, spanning asset classes, geographies, and thematic exposures
- Effortlessly create and customize peer groups for precise, like-for-like comparisons
- Discover strategies to enhance your allocation returns and mitigate risk using advanced optimization algorithms
- Comprehensive tools suite
Explore Stock Datasets
- Access our comprehensive stock database, screening fundamentals, key statistics, and market data with ease
- Data analysis for everyone: effortlessly regress and analyze relationships between variables in a way that’s never been simpler
- world
- markets, funds, alts
- 20+ years
