Foliotron brings your portfolio, research, decisions, assumptions and reminders together, so the context behind your investments stays with your portfolio.
For individual investors who make their own decisions, hold more than one investment or broker, and want their research next to their portfolio rather than somewhere else.
HeinekenInvestment case · 66 shares
€4,670+0.03%
Heineken is a global brand with distribution scale and margins that let it set its own prices. A quality core holding with a long horizon, not a cyclical catch-up trade.
Last reviewed 18 Sep 2026 · Hold
Heineken holds its European volume against cheaper own-label beers.
Twelve real screens from the app, no mockups. Grouped by where you actually work.
The whole portfolio in one line: every asset you own, over the last 30 days.
One number for what the portfolio did over the window you choose.
Dividends coming up and research still open, on the same screen.
Record why you own each investment, what needs to stay true and what would change your mind. Your investment case stays understandable over time.
Keep notes, sources and insights with your investments. Easily find out later why you once reached a conclusion.
Compare your portfolio with your own benchmark and see where your risk really comes from. Including sectors, regions and overlap between funds.
Track dividends and other payouts and see what is coming up. Deposits, withdrawals and costs are included in your cash overview too.
Import transactions from supported brokers and exchanges or connect them directly. Manual entry always remains available.
Sensitive data is encrypted with your own key. Without your access, amounts, notes and strategies cannot be read.
Read exactly what I can and cannot see →
I built Foliotron because I kept missing the same thing in broker apps and spreadsheets: context.
Broker apps are good at showing prices. Spreadsheets are flexible, but they quickly become fragile. What I wanted was a place where performance, notes, decisions, assumptions and review moments live together.
I use Foliotron for my portfolios. To see what the trading day has brought, to keep track of research, and to check whether my investments still fit my goals and strategy. That way, I not only know what is happening, but also where I may need to adjust. It gives me overview and control.
Foliotron is now concrete enough to test with people outside my own portfolio.
Read my full story
I am looking for a small group of individual investors who want to try Foliotron and give honest feedback. Not for a mass launch yet, but to learn whether this solves a real problem for people who actively manage their own investments.
Dyon
Request early accessI am looking for a small group of individual investors who want to use Foliotron first and tell me what works, what is unclear and what is missing.
