All Foliotron features

Foliotron brings your portfolio, your research and your decisions together. See what you own, how it is doing, where your risk sits and why you bought it in the first place, without having to replace your broker. Here is what Foliotron can do today.

See what you own, in one place

• Track stocks, ETFs, crypto, gold and other investments;
• Keep several portfolios, each with its own strategy and benchmark;
• See in one number what your portfolio has done since the previous close;
• Break your portfolio down by asset class, portfolio, platform, currency or sector, and click a slice straight through to the investments behind it;
• Follow your portfolio's value over time in charts, tables and breakdowns, and zoom into any period;
• Link two listings of the same investment, GOOG and GOOGL for instance. Research, investment case and reminders are then shared, while positions and transactions stay separate;
• Currency conversion is handled for you, including portfolios that run on different base currencies.

Understand where your returns come from

• View returns by period, asset class, investment or platform;
• See how a return was built: from starting value through price movement and income to ending value, with fees and withholding tax shown separately;
• View money-weighted (XIRR) and time-weighted (TWR) returns per investment, alongside realised and unrealised results, income and cost basis;
• Compare your return with your own benchmark, indexed from the same starting point;
• Build that benchmark from one or more indices with your own weights, and preview a mix before you apply it;
• Jump from a benchmark comparison into what actually happened in that period, with the same platforms and currencies still in view.

See where your risk is

• See which investments would hurt your portfolio most in a downturn, with the figures behind the ranking;
• Compare drawdown with your benchmark, and review the worst periods in your own history;
• View concentration by investment, sector and region, and choose how the breakdown is split;
• ETFs are looked through to their underlying holdings, so sector and region exposure reflects what is inside your funds instead of treating an ETF as one opaque block;
• A separate percentage shows how much of the portfolio cannot be looked through at all;
• See how much two ETFs actually hold in common, with a lower-bound estimate of the overlap and the detail per fund;
• Review the composition of an investment: fund split, sector weights and its ten largest holdings;
• Scenarios take account of what they are shocking, so a bond ETF is not treated as if it were equity;
• The figures state what they do and do not cover, so you can see where the analysis stops.

Remember why you own it

Record why you hold an investment, what you expect from it and what would change your mind. A year later, you will still know why you bought it. Make that case as detailed or as short as you like: two sentences is a case too, and leaving a holding without one is just as fine.

• Build a case from a core idea, assumptions, invalidation criteria, key risks, catalysts, expected outcome and open questions. Every field is optional;
• Give each assumption and invalidation criterion your own status: holds, uncertain, weakening or broken. A status change, with your reason, is kept as a version in its own right;
• Record whether a holding still fits the portfolio, the maximum weight you want to allow it and why. The current weight sits beside it, so you read "max 5%, now 3.2%", and that line turns orange the moment you cross your own limit;
• Review a case by walking your assumptions and invalidation criteria, updating each status, picking an outcome (hold, doubt, add, reduce, sell or exited) and adding a short note;
• After a review, set a reminder three or six months out with one click, or pick your own date. That reminder takes you straight back to the case;
• Every saved change is kept as a version, with a short reason if you add one. Later you see not only what you thought, but when your view changed;
• Compare two versions with "show changes" and see only what differs;
• Add a "last review" column to your investment list, and filter or sort by the outcome;
• With AI enabled, you can ask for a draft case or review. It appears beside what is already there and you decide what to save; the statuses of your assumptions are never changed for you.

Keep your research together

Keep notes, articles, screenshots and other research with the investment they belong to, or standalone when that makes more sense.

• Write Markdown notes per investment or on their own, with sub-pages underneath a note;
• The editor is more than a text box:
  • headings, lists, checkboxes, tables, quotes, code and highlights;
  • {toc} drops in a table of contents built from the headings you write;
  • {instrument-context} pulls the current portfolio context of a linked investment into the note;
  • link to an investment or another note through a search dialog, so nothing has to be typed from memory. An investment appears as a compact or an expanded card;
  • paste with your formatting intact. Bold, italic, links, lists, code and quotes survive, and a pasted HTML table becomes a real Markdown table instead of a wall of text;
  • paste or drag images to your cursor, several at once if you like. An image from another site can be copied into your own account, so your note does not break when that site changes or disappears;
  • take a photo on your phone, or pick one from your photo library;
  • crop, rotate and annotate images with arrows or highlights, with a lightbox to view them full size;
  • pull text out of a photo of a chart or a statement with OCR, so you can search inside it later;
  • fullscreen editing, and switching between writing and reading;
• Keep links, images and screenshots with your research;
• Tag notes and link them to investments and to each other;
• Every saved version of a note stays available to read back or restore;
• Save an article by pasting nothing but the link. Foliotron fetches the content and stores a clean Markdown version with title, source, author and publication date, without the banners, newsletter blocks and advertising around it;
  • the images from the article can be copied into your own account, so the note keeps working if the original disappears;
  • articles behind a login can be saved too, from Beleggers Belangen for example. Store your own credentials in Foliotron once, and after that such a piece comes in like any other link;
  • do you read a lot on another site that asks you to log in? Let me know and I will see whether I can add it;
• Add reminders to ideas, decisions or things you want to revisit, with a push notification when the time comes;
• Turn automatic reminders for ex-dividend dates, dividend payments and earnings on or off per investment.

From transactions to cash

• Record dividends per position and count them towards your return, using your own dividend withholding tax rate;
• See in a forward calendar which dividend pays out when;
• Convert a dividend into a stock dividend where that is offered. The dividend and the purchase that follows appear together as one event in the timeline;
• Record purchases, sales, transfers, fees, coupons, staking rewards and airdrops, including date, time and timezone;
• Stock splits are detected and applied retroactively to prices and quantities, and are marked on the timeline;
• Track cash accounts per platform if you want to. Purchases, sales, dividends and fees settle to them automatically;
• The cash balance is rebuilt from what has been recorded in Foliotron, not copied from your broker. A purchase lowers it, a sale or dividend raises it, and deposits and withdrawals either ride along with your import or you enter them yourself. So it is a calculated balance, and Foliotron presents it as one;
• If a cash account drops below zero, something is probably missing. Foliotron warns you instead of quietly straightening out the difference. You can pin the balance on a date, or enter the deposit you forgot. Comparing it with your broker's annual statement once a year keeps the rest in line;
• Review every movement and the balance history per cash account. Transfers between two platforms are paired as a single movement;
• A connected exchange can keep its own cash accounts, one per currency, if you turn that on;
• If you would rather not use cash accounts at all, switch them off and they disappear everywhere.

Bring your portfolio in without retyping it

• Use Foliotron alongside any broker, exchange or other place where your investments sit;
• Import the transaction file from your broker. Foliotron recognises DEGIRO, Saxo and Trade Republic on its own, including the cash movements in their exports;
  • an unrecognised file can be imported too: you point out its columns once;
  • the import wizard searches by ISIN, ticker or name, shows the close for the trading day next to the price in the file, and suggests an opening position when the file sells something that is not in Foliotron yet;
  • is your broker missing? Let me know and I will add it;
• Connect Bitstamp, Kraken, Bitfinex, Bitvavo (experimental), Iconomi or eToro with a read-only key, so transactions come in by themselves;
  • every connection is reconciled against the balance the platform itself reports, and differences are shown as warnings rather than quietly smoothed over;
  • rows Foliotron does not support yet are kept with their raw data, so nothing is discarded;
  • using another exchange or platform? I would like to support that one too;
• Enter investments by hand where that suits you better, for an unsupported broker, for physical gold, or because you do not want to connect your whole broker account. You can skip individual rows during an import as well;
• Manage positions across several brokers and platforms at once;
• Foliotron reads amounts and quantities with a comma or a dot, exactly the way your own format does. It echoes back what it understood, and refuses a value it cannot read instead of storing the wrong number.

Your financial details stay yours

Everything privacy-sensitive is readable by you alone. That is not a promise that I will handle your data carefully; it is built into the way the data is stored. Amounts, quantities and the text you write are locked in your browser before they ever leave it.

• Amounts, quantities, prices, fees and all the text you write yourself are encrypted with a key only you can unlock;
• That key is tied to your password and to a recovery code you receive once. Your password itself is stored nowhere;
• Your own API keys and logins, for an exchange, an AI provider or a news source, sit behind that same key;
• So a database backup, or a direct look at the database, yields no amounts and no notes;
• What stays readable is dates, instruments, platforms and names: what you hold or have held, not how much;
• The trade-off is stated just as plainly: if you lose both your password and your recovery code, some data cannot be recovered.

The full list is on what I can and cannot see; the formal version is in the privacy policy.

Use AI to challenge your reasoning

Use AI to examine your own thinking, not to make investment decisions for you. Discuss an investment case, ask for counterarguments, work through a review, or send it down your whole list: does this holding still line up with the strategy you wrote down, does it still fit the portfolio, and is the case due an update? That works with the assistant inside Foliotron, and just as well from your own AI client over MCP.

• Ask an assistant questions answered from your own notes, investment cases and figures;
• Use your own API key from Anthropic, OpenAI or Google. Everything is off by default;
• Decide per category what the assistant may reach: notes, research, transactions, dividends and cash;
• Over MCP, give your own AI client such as Claude or ChatGPT read and write access to what you approve, revocable whenever you want;
• Because your data is locked with your key, such a connection can reach it by default only while you are using Foliotron yourself. If you want access while you are away, you flip one switch for that. What I can and cannot see spells out exactly what changes when you do.

Just as useful on your phone

• Use Foliotron on your phone, laid out for a small screen and with its own bottom bar;
• It is the same app as on your desktop, not a stripped-down mobile version: what you can do on a large screen, you can do here;
• Put Foliotron on your home screen without an app store. Open it in your phone's browser and pick "Add to Home Screen" or "Install app", from the share menu or your browser's menu. After that it starts as an app of its own (a PWA), with no address bar around it;
• Your result for the day is on screen the moment you open it, without clicking anywhere first;
• Switch push notifications on per device in your settings. Your phone then nudges you the moment a reminder fires, even with Foliotron closed. On some phones, the iPhone among them, Foliotron has to be on your home screen first;
• Share links, text and images straight from your browser or photo app into Foliotron;
• Shared content lands as a draft in your research, ready to finish later;
• So an idea or an article you run into on the move does not get away: fewer stray notes, screenshots and forgotten tabs.

Built for everyday use

Not everything that makes a difference day to day is a feature with a name.

• Your portfolio and your prices also live locally in your browser. A screen you opened before is back almost at once, and then tops itself up with whatever is new;
• The heaviest screens are prepared in the background, and a card that is still loading keeps its shape instead of flashing empty;
• "Hide amounts" takes every figure off your screen in one click, everywhere in the app. Useful on a train, on a shared screen, or when you take a screenshot;
• The same filters work the same way across your cockpit, your investments, your research, your reminders and your transactions, so you learn them once;
• Ctrl/Cmd+K opens the same search box anywhere, for a position, a note, a portfolio, a platform or a tag.

Make it work your way

Investors don't all work the same way, so nearly everything Foliotron shows or calculates is yours to set:

• Display currency, language, number format, and the home market your trading day is based on;
• Light, dark, or simply whatever your system is doing;
• Per type of alert, choose a push notification, an email, or only a nudge inside the app;
• Turn cash accounts on if you want to track them, or keep them hidden entirely;
• Set your own dividend withholding tax rate, override it per investment where a different rate applies, and have dividends settled to your cash account automatically;
• A strategy and benchmark per portfolio, and a role, conviction and horizon per investment;
• Columns, filters and chart ranges stay the way you set them.

This list is not complete. There is more in Foliotron, small and large, than makes sense to put on one page, and something is added regularly.

Missing the one feature it all hinges on for you, or is your broker or exchange not supported yet? Let me know. There is a fair chance Foliotron already does it, and if not, your question largely decides what I build next. More about why I started this is in my story.