Worldwide portfolio allocation and rebalancing for self-directed investors. Organize holdings across accounts and asset classes in deeply nested user-defined buckets, track drift, get alerts, and calculate rebalancing actions — without spreadsheets.
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Folify is a portfolio allocation and rebalancing service for self-directed investors. Holdings from multiple accounts, markets, and asset classes can be organized in one place, including instruments that do not fit broker-specific trackers. Instead of a flat asset list, Folify supports deeply nested, user-defined segments and allocation buckets that reflect an individual investment strategy.
Target and current weights remain visible at every level of the portfolio structure. The service tracks asset prices and allocation, detects drift from targets, sends notifications—including through the Folify Telegram bot—and calculates the adjustments needed to rebalance the portfolio.
Worldwide and asset-class agnostic, Folify reduces manual spreadsheet maintenance and unnecessary market checking while keeping every investment decision and trade entirely under the investor’s control. Folify does not execute trades or provide investment advice.
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Custom Portfolio Hierarchy
Build deeply nested, user-defined allocation buckets instead of using a flat asset list.
Current vs Target Allocation
Compare current and target weights at every level of the portfolio hierarchy.
Allocation Drift Alerts
Receive notifications when allocations drift from their target weights.
Rebalancing Calculations
Calculate adjustments needed to restore the selected target allocation.
Multi-Account Support
Group holdings from multiple investment accounts inside one unified portfolio structure.
Automatic Price Tracking
Keep portfolio values and allocation weights updated without maintaining spreadsheets.
Many portfolio trackers begin with a flat list of securities. Folify begins with the investor’s allocation model. Holdings can be arranged across multiple accounts in deeply nested, user-defined buckets—for example by goal, region, asset class, strategy, or any combination of them.
Current and target weights are calculated at every level, so drift can be detected for both individual holdings and entire branches of the portfolio. Folify then sends alerts and calculates the adjustments required to rebalance. The structure works across markets and asset classes, while every trade remains under the investor’s control.
Folify is designed for investors who want their portfolio process to demand less attention, not more. It keeps prices and allocation weights current, identifies meaningful drift, and calculates rebalancing actions when attention is actually required. This removes much of the recurring spreadsheet work and the need to check markets simply to confirm whether the investment plan remains intact.
By turning portfolio oversight into an exception-based process, Folify leaves more room for long-term allocation and contribution decisions while creating distance from daily headlines, short-term price movements, and FOMO. It does not replace judgment or execute trades; it helps investors follow their own strategy with less noise and manual effort.
Folify is built for self-directed, long-term investors who already have an allocation strategy and want to follow it without turning portfolio maintenance into a recurring job.
It is especially useful for holdings spread across multiple accounts, markets, or asset classes; for strategies with several layers of allocation; and for anyone still relying on spreadsheets to update values and recalculate weights.
The typical Folify user values discipline over constant market engagement: staying informed when the portfolio meaningfully moves away from plan, while spending less time watching prices or being pulled into reactive, FOMO-driven decisions.
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