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Foliofox
Comprehensive portfolio tracking and AI-powered financial planning. Monitor your holdings, analyze performance, and discover growth opportunities with predictive insights tailored to your wealth-building strategy.
๐ฆ Foliofox
Foliofox is a clean, open-source portfolio intelligence platform and AI-powered financial companion built for independent, long-term investors. Instead of acting as a noisy expense or budgeting app, Foliofox is designed specifically to track net worth, passive assets, and investment history across multiple currencies. The platform bridges the gap between static spreadsheets and privacy-invasive tracking apps by offering a secure space where investors maintain absolute control over their financial history. It serves as an unbiased, intelligent sparring partner to help users clarify future financial scenarios, track performance, and safely evaluate long-term wealth strategies.
๐ Key Pillars
- AI Portfolio Advisor: A contextual AI assistant that understands your full financial history to answer complex forward-looking questions, simulate investment scenarios, and augment long-term decision making without the heavy data lifting.
- True Investment Focus: Built purely for passive investing and net worth tracking, deliberately eliminating the clutter of day-to-day budgeting and expense categorization.
- Privacy & Control: An open-source, self-hostable codebase ensuring that you own your data completely, allowing deep portfolio tracking without forcing intrusive brokerage connections.
- Multi-Currency Clarity: Designed from the ground up to naturally handle global assets, tracking real performance across fragmented modern portfolios.
๐ป Tech Stack & Deployment
The core project relies on a modern, robust stack featuring Next.js/React, Supabase for database management and user handling, and simple Docker deployment options for streamlined self-hosting.
- Open Source
- Free
- Free Trial
- Web
