Foliofox

Foliofox lets you track investments, cash, crypto, real estate, and other assets while monitoring net worth, portfolio performance, allocation, and historical changes over time.

It supports manual tracking, bulk imports, broker imports, multiple currencies and markets, custom asset categories, portfolio sharing, scenario planning, and detailed financial records.

Foliofox also includes an AI financial advisor that can analyze your portfolio and financial profile to provide personalized insights and help you explore possible decisions and scenarios.

The project is open source and built for people who want more control, transparency, and flexibility than traditional portfolio tracking apps.

Features

• Interactive portfolio visualization - See your wealth grow with engaging charts and tables, not boring spreadsheets
• AI-powered financial insights - Get personalized advice, not generic market data
• Multi-currency support - Automatic exchange rates for global portfolios
• Smart portfolio import - One-click import from any broker or spreadsheet with AI
• Daily market data - Powered by Yahoo Finance
• Secure, private and open source - Your data stays yours