📁 Folio — Portfolio Manager

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CURRENT NET WORTH

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No snapshots · —

Liquid

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Accounts

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Snapshots

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📈 Timeline & Snapshots

🏦 Accounts

💵 Income

Net Worth Over Time

Snapshots

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Date	Label	Total	Liquid	Δ vs Prev	Δ %

Tracked Accounts

Name	Type	Liquid	Linked Portfolio	Latest Value	Live Value

Annual Income History

Year	Total	YoY Δ

THIS YEAR

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+ — income · - — expense

Transactions

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Avg / Day

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Net flow

⚡ Quick add expense

📊 Overview

🔍 Insights

📒 Transactions

🏷 Categories

📥 Imports

Income vs Expenses (Monthly)

Expenses by Category

Category Breakdown

Category	Type	Total	Count	Avg	% of Type

Analyzing spending…

Date	Description	Category	Account	Amount

Expense Categories

Income Categories

⚡ Auto-Categorization Rules

If a transaction's description contains the pattern, it gets the category automatically (imports and new entries). Your manual picks always win and are never overwritten. First matching rule applies.

CSV Import History

Imported	Filename	Format	Rows

All Portfolios

Total Value

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Total Cost

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Total P&L

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Positions

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📊 Holdings

📈 Analysis

ADD POSITION

Symbol

Cost Basis / share

Target Weight %

simple: symbol, shares, cost_basis — or broker export CSV

Symbol	Action	Portfolio	Price	Day %	Value	Cost/sh	P&L	P&L %	Weight	Target %	+/- Weight	± $	Notes	Shares	Del

All Retirement Accounts

Total Value

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Total Cost

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Total P&L

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Positions

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📊 Holdings

📈 Analysis

Symbol	Action	Portfolio	Price	Day %	Value	Cost/sh	P&L	P&L %	Weight	Target %	+/- Weight	± $	Notes	Shares	Del

👁 Watchlist

🛒 Buy List

👁 Watchlist

Symbol	Buy	Price	Day %	Target	Stop Loss	Notes	Added	Actions

🔁 Trade List

Holdings flagged Buy or Sell — pick a portfolio below

Portfolio:

🌐 Market Overview

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3-Month Charts

🧭 Market Pulse

Building market pulse… (first load fetches a year of data)

📰 Market News

Auto 5min

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Notes

📝

Select a note or create a new one.

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Sector

Day Range

52-Week Range

📈 Price Chart SMA20 SMA50 EMA200 Bollinger Volume

🧭 Stage Analysis Stan Weinstein · weekly / 30-week MA

Analyzing trend stage…

📊 Quant Rating composite + factor grades · momentum-leaning

Scoring fundamentals & trend…

💰 Fundamentals Overlay P/E × P/S × P/FCF ×

Implied fair-value bands using TTM earnings, revenue/share, and FCF/share × your chosen multiples — overlaid against actual price (last 5 years).

📊 Your Position

Not in any portfolio.

📝 Linked Notes

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✏️ Stock Note

🎯 Analyst Targets & Ratings

🏢 Company Info & Fundamentals

🏦 Insider Roster & Recent Transactions

📰 Recent News

✅ This Week

Net Worth Timeline

Jump to

Asset Allocation

Annual Income

Top Holdings

Recent Transactions

Net Worth Over Time

Snapshots

Tracked Accounts

Annual Income History

Income vs Expenses (Monthly)

Expenses by Category

Category Breakdown

Savings Rate

Budget Pace —

Spending by Category Over Time

Recurring Charges

Top Merchants

Spending Calendar

Year in Review —

Expense Categories

Income Categories

⚡ Auto-Categorization Rules

CSV Import History

No Portfolios Yet

All Portfolios

Performance vs S&P 500 current holdings · dividend-adjusted · trailing 1y

Allocation by Weight

Allocation by Sector

Other Investments

No Retirement Accounts Yet

All Retirement Accounts

Performance vs S&P 500 current holdings · dividend-adjusted · trailing 1y

Allocation by Weight

Allocation by Sector

Other Investments

👁 Watchlist

🛒 Watchlist Buy List

🔁 Trade List

No Portfolio Available

📜 Analysis History

No history logged yet

Price

Weinstein Stage

Quant Score

RSI (14)

% From 52-Week High

Price vs Moving Avgs

🌐 Market Overview

3-Month Charts

🧭 Market Pulse

Performance heatmap

Sector rotation — RRG

Breadth

Money-flow gauges

📰 Market News

🔬 Notes Insights

No notes yet

Notes by Type

Journaling Cadence

Most-Mentioned

🤖 AI Summary & Themes

📌 Review Queue

📊 Your Position