My story

I'm Dyon, a software developer and individual investor. I have been building web applications for more than twenty years, the last few as a freelancer, and I have invested my own money since I was a kid. Beyond that: married, father of two, and a long-standing Lego habit.

When I was around 12, my father opened an investment account for my brother and me. Since then I've always been invested to some degree. Over the years the number of brokers, stocks, funds and later crypto accounts kept growing. What started out as something simple slowly became harder and harder to keep a proper grip on.

To stay on top of my results, I first tracked monthly totals in Excel. Later I expanded that into a version where I registered my holdings and pulled in live prices. That gave me more insight, but it was still limited. Real returns, dividends, multiple brokers and different types of investments were still difficult to bring together in a meaningful way.

When crypto took off, I opened accounts at several exchanges too. To keep track of those, I built myself a dashboard so I could quickly see what was where and how values were moving.

I'd also been keeping notes for years — first in Word, then Evernote, more recently Amplenote. I tried different ways to organise research, ideas and decisions and link them together, but there was always too much overhead. The connection between thoughts, articles and action points was missing.

The biggest problem wasn't just that information was scattered. The real issue was that I'd sometimes written down that at a certain development I wanted to take a certain action — but when the moment came, I didn't recognise it, or had simply forgotten what I'd planned. I had my plan written down, but the system didn't help me see it again at the right moment.

In mid-2025 I had a bit more time to myself and started building Foliotron. Initially just for myself: one central place for my investments, performance, research, notes and follow-up.

I didn't just want to know what my portfolio was worth. I wanted to be able to find out why I bought something, what assumptions I'd made, which signals mattered and when to revisit something.

I'm genuinely pleased with where it is now. Foliotron has almost everything I personally need to feel back in control — though I still have plenty of ideas and plans. And precisely because it's become so useful for me, I've been wondering more and more whether it might be valuable for others too.

For people who use multiple brokers. For people who hold stocks and ETFs alongside crypto, gold or other assets. For people who do their own research but can't easily find their own thoughts, links, screenshots and action points again. Basically just for investors who want to take a more structured approach to what they're doing and why.

Everything that is in it by now — from imports and exchange connections to research, reminders and benchmarks — is listed under all features.

Where I want to take Foliotron

Foliotron isn't 'finished' for me — not by a long way. I see it more as an ever-improving personal cockpit for investing and research.

Benchmarks are in by now: every portfolio has its own reference, so you can see whether your choices actually add something over simply buying the index. For the coming period I mainly want to add some smaller powerful features and support more brokers and exchanges for the early-access users. Beyond that I want to keep refining the research flow, and explore whether and how options trading could be supported.

My goal isn't to build yet another generic portfolio tracker. My goal is a place where portfolio, research, decisions and follow-up come together logically — a system that helps you not just see what you have, but actually remember why you have it and when to take another look.