Blazingly fast and AI-powered, bringing next-level strategy customization to everyone

Folio is our all-in-one, cloud-native platform that empowers our clients to design, optimize, simulate, and analyze any equity strategy — without writing a single line of code. Its AI-driven interface lets you tailor filters, optimization algorithms, and risk limits, then backtest and publish factsheets and rulebooks in seconds 🚀.

From thematic and style portfolios to smart-beta indexes and proprietary data strategies, Folio’s generative AI and expert systems make exploration effortless, risk control transparent, and performance visualization instant.

Custom index construction becomes fast, intuitive, and barrier-free, unlocking new possibilities for every investment professional.

Need a head start? Folio ships with hundreds of pre-configured MCFT strategies — each delivered with daily valuations, compositions, factsheets, and rulebooks — so you can deploy and iterate immediately.

Simulate any equity strategy in a snap

  • Powerful features. Harness dynamic filters, optimized weighting, and sophisticated rule sets to craft regional, thematic, factor-driven, or virtually any long-only, or long/short equity, rules-based strategy or index.
  • Flexibility at every turn. Start from hundreds pre-configured MCFT strategies, then refine it with your insights and creative twists.
  • Unmatched intuitiveness. Multiple entry points (expert, assisted, AI assisted), designed by practitioners for practitioners.
  • Freedom to explore. Run lightning-fast accurate simulations, even on very large portfolios with rolling optimizations.
  • index factory
  • broad strategy engines
  • blazing fast

Start with MCFT pre-configured indexes

  • Hundreds of turnkey strategies: Automatically valued and rebalanced each day, complete with compositions, factsheets, and rulebooks.
  • Comprehensive coverage: Follow market, thematic, style, and allocation performance through our MCFT core and strategic portfolio families.
  • Instant customization: Use any index as a springboard to build bespoke portfolios perfectly aligned with your objectives.
  • 100+ indexes
  • Fully customizable
  • Bring your own data

Thematics, reimagined

  • Extended and maintained thematic classifications: Go beyond static taxonomies with a dynamic and curated library of themes—regularly updated to reflect market trends, emerging sectors, and evolving narratives.
  • AI-assisted exploration and thematic discovery: Leverage intelligent tools to surface relevant ideas, map them to listed equities, and uncover novel relationships across geographies, sectors, and style factors.
  • Fully integrated: Seamlessly move from thematic screening to strategy construction, with full access to simulation, attribution, and reporting—all within a unified workflow.
  • Rich
  • Fresh
  • AI assisted

Folio’s AI Copilot

  • Describe your investment strategy in plain words, and let our platform bring it to life, benefiting from best-in-class portfolio construction and risk management —no specialized knowledge or expertise required.
  • Cutting-edge technology. An interface 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

  • Analyse and compare your strategies, funds, and indexes in one place, revealing deeper insights into performance & market positioning.
  • Identify key performance and risk drivers with our 360° diagnostic, spanning asset classes, geographies, and thematic exposures.
  • Effortlessly create and customize peer groups for precise, like-for-like comparisons.
  • Build cross-strategy allocations that blend Folio’s in-platform strategies with external ones ; optimize them on-the-fly.
  • 360°
  • cross-strategies allocation
  • intuitive

Explore Stock Datasets

  • Access our comprehensive stock database, screening fundamentals, key statistics, and market data with ease.
  • Data analysis for everyone: effortlessly regress and analyse relationships between variables in a way that’s never been simpler.
  • Bring your own data: import your own scores & classifications.
  • world
  • market & fundamentals
  • bring your own data
➞ Sign up now for free account 🎉
Craft your own financial masterpiece(s)