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 indices 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 Portfolio 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 indices
- 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+ indices
- Fully customizable
- Bring your own data
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 indices 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
