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Folify

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.

Portfolio example with user-defined segmentation and target allocations
Segment example, may contain nested segments and holdings
Calculated steps for portfolio rebalancing

Cost / License

  • Subscription
  • Proprietary

Application type

Platforms

  • Online
  • Software as a Service (SaaS)
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Folify information

  • Licensing

    Proprietary and Commercial product.

  • Pricing

    Subscription ranging between $5 and $12 per month.

  • Alternatives

    9 alternatives listed

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  • Supported Languages

    • English

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What is Folify?

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 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.