The AI-powered portfolio tracker that combines institutional-grade research, deep analytics, and beautiful design. Import from any broker, get health scores, moat ratings, and actionable insights — all in one place.
From AI-powered research to day-by-day portfolio tracking — tools that were once reserved for institutions, now available to everyone.
Get hedge-fund-level analysis for any stock. Economic moat ratings, income statement grades for every earnings report, and SWOT analyses — all powered by Claude AI.
Ask anything about your portfolio in natural language. "What's my tech exposure?" "Which positions should I worry about?" AI answers with your real data.
Write down why you bought. When new figures arrive, the AI checks every thesis against the reported numbers — and tells you which ones still hold.
A guided analysis of your actual holdings: your investor type, your portfolio's strengths and gaps — and an honest comparison with the investor you want to be.
Drop any file from any broker or crypto exchange — CSV, PDF, Excel — in any language. Our AI parses it instantly. 10 imports/month on Core & Pro.
Every stock scored across 6 dimensions: profitability, growth, economic moat, balance sheet, cash generation, and valuation. Sector-adjusted thresholds. Spot weak positions instantly.
Find your next investment with 20+ filters. Fundamental metrics, technical signals, and our "Possible Deal" detector.
Interactive stock and crypto charts (1D–Max) — end-of-day prices on Free, live prices from Core. Portfolio performance with TWR, benchmark comparison (S&P 500, Nasdaq, DAX, BTC), and invested capital line.
See at a glance whether each holding sits near its 52-week high or deep in a drawdown. Colour-coded regime badges across your portfolio and watchlists.
Deep-dive into any ETF's holdings, sector breakdown, geographic allocation, and overlap with your existing portfolio.
News filtered to your holdings — only investor-relevant stories about what you own, checked every 15 minutes. Headlines, not advice.
Connect your broker securely via Open Banking. Automatic sync — Trade Republic, Scalable, DKB, ING, and thousands more.
See supported banks & brokers →Import from Bitvavo, Binance, Coinbase, Kraken and Bitpanda. Full transaction history parsed automatically.
Track crypto on hardware wallets alongside exchange positions. Automatic withdrawal detection for a complete picture.
Write down why you buy, when you'd trim, and when you'd sell — the thesis behind every position, attached to your trades. The AI Thesis Review (Pro) later checks each thesis against reported results: intact, cracks, or broken.
We built foliologic. with privacy as a core principle, not an afterthought.
Your portfolio is encrypted in your browser before it ever leaves your device — AES-256-GCM, under a random key created on your device that we never receive. Your password unlocks a wrapped copy of that key, your recovery code a second one; all that reaches our servers is wrapped bytes and ciphertext we cannot decrypt. No admin view, no support access, no master key: we couldn’t read your positions if we wanted to.
When you connect a bank, you enter your credentials on the secure page of finAPI — a BaFin-licensed German account information service — never on foliologic. Your login never touches our servers, so there is nothing for us to see or store. And the connection is read-only: it can read balances and holdings, but it can never move money.
Your encrypted portfolio is stored on European servers (Supabase EU). Price data and AI features use US-based APIs (Twelve Data, Anthropic), but your portfolio data stays encrypted and in the EU.
Your portfolio data is only sent to AI when you actively use AI features. It's never shared with third parties and never used to train AI models (per Anthropic's API terms), and no analysis of your portfolio is stored on our servers. Ratings that describe a COMPANY rather than you — competitive advantage, SWOT, income-statement grade — are cached per company and reused for everyone, and carry no link to any portfolio.
We make money from subscriptions, period. No ads, no tracking pixels, no affiliate deals, no selling your financial data to anyone.
Built by a team in Germany, operated by a registered German company (UG). Real people, real accountability, real Impressum.
More features at every tier than competitors charging 2–3× more. Start free, upgrade when you need more.
All prices incl. VAT. Cancel anytime — no contracts, no lock-in. Bilingual: German & English.
foliologic. is a portfolio tracker and research tool for investors who want to manage their wealth on their own terms.
We believe good investment decisions don’t start with hype, gut feeling or blind recommendations — they start with understanding. That is why foliologic. helps you truly see through your portfolio: performance, risks, overlaps, company quality and the connections between them become visible and comprehensible.
We give no buy or sell recommendations. Our aim is not to take decisions off your hands, but to give you a better foundation for your own.
We are funded by subscriptions — not commissions, kickbacks or paid placements. Your data is there to help you understand your portfolio — it is not our product.
foliologic. stands for clarity, transparency and self-directed investing.
With foliologic., you become the best advisor for your own wealth.
We are two independent founders from Berlin, building foliologic. with one clear goal: making financial understanding accessible to more people.
We believe investors shouldn’t just manage their wealth — they should truly understand it. So we are building a tool that brings portfolio analysis, research and transparency together in one clear interface.
foliologic. is not a broker, not a forum and not investment advice. We give no buy or sell recommendations — we help you ask better questions, recognise the connections and handle your wealth on your own terms.
Our mission: to take professional financial understanding out of its niche — and make it accessible to everyone who takes their portfolio seriously.
Every major portfolio tracker in Germany and Europe, side by side. Select a competitor to compare directly.
| FEATURE | Free €0 |
Core €6/mo |
Pro €9/mo |
Parqet Basis / Plus €12 / Inv. €30 🇩🇪 |
getquin Free / Prem. €90/yr / Wealth €150/yr 🇩🇪 |
FF Copilot Free / Plus €8.99/mo (€70/yr) 🇩🇪 |
Finary Free / Lite €4.60* / Plus €12.50* / Pro €29* 🇫🇷 |
|---|---|---|---|---|---|---|---|
| ▾ PORTFOLIO TRACKING | |||||||
| Unlimited brokers & accounts | ✓ | ✓ | ✓ | 1 / 5 / 15 | ✓ Free | ✓ Free | ✓ Free |
| Performance chart | ✓ | ✓ | ✓ | ✓ Basic | Prem. | ✓ Free | Plus |
| Benchmark comparison | ✓ | ✓ | ✓ | Plus | Prem. | Plus | Plus |
| Invested capital line | ✓ | ✓ | ✓ | Plus | ✗ | ✓ Free | ✗ |
| Dividend calendar | ✓ | ✓ | ✓ | Plus (pers.) | ✓ Free | Plus | Plus |
| Dividend forecast | ✗ | ✓ | ✓ | Plus | Prem. | Plus | Plus |
| Watchlists | ∞ | ∞ | ∞ | 1 / 5 / 15 | 1 / ∞ Prem. | 1 / ∞ Plus | ✗ |
| Sold positions history | ✓ | ✓ | ✓ | Plus | ✓ Free | ✓ Free | ✗ |
| Community / social feed | ✗ | ✗ | ✗ | ✓ Basic | ✓ Free | ✗ | ✗ |
| ▾ DATA & SYNC | |||||||
| Bank/broker auto-sync | ✗ | ✓ | ✓ | ~5 (all tiers) | ✓ Free | ✓ Free · 350+ | 2 Free / ∞ Lite+ |
| Crypto exchange API sync | ✗ | ∞ | ∞ | ✗ | ✓ Free | Manual | ✓ |
| Cold wallet tracking | ✓ | ✓ | ✓ | ✗ | ✓ Free (auto) | Manual | ✓ |
| AI file import (any broker) | 2/mo | 10/mo | 10/mo | ✗ | ✓ Free | ✗ | ✗ |
| ISIN / WKN resolution | ✓ | ✓ | ✓ | Plus | ✗ | ✗ | ✗ |
| ▾ ANALYTICS & RESEARCH | |||||||
| Stock screener | ✓ | ✓ | ✓ | ✗ | ✗ | ✗ | ✗ |
| ETF X-Ray / overlap | ✗ | ✓ | ✓ | Plus | Prem. | ✗ | ✗ |
| Health scores (algorithmic) | ✗ | ✓ | ✓ | ✗ | ✗ | ✗ | ✗ |
| ETF fee analyser (TER) | ✗ | ✓ | ✓ | Plus | ✗ | ✗ | Plus |
| Support & resistance levels | ✗ | ✓ | ✓ | ✗ | ✗ | ✗ | ✗ |
| Portfolio allocation analysis | ✗ | ✓ | ✓ | Plus | Prem. | Plus | Plus |
| IRR (money-weighted return) | ✓ | ✓ | ✓ | ✓ Free | Prem. | ✓ Free | ✗ |
| Drawdown analysis | ✓ | ✓ | ✓ | Plus | Prem. | ✗ | ✗ |
| Sharpe ratio | ✓ | ✓ | ✓ | ✗ | Prem. | ✗ | ✗ |
| Price alerts (up & down) | ✗ | ✗ | ✓ | ✗ | ✓ | ✗ | ✓ |
| AI stock research (moat, income statement, SWOT) | ✗ | ✗ | ✓ | ✗ | ✗ | ✗ | ✗ |
| AI income statement grading | ✗ | ✗ | ✓ | ✗ | ✗ | ✗ | ✗ |
| AI portfolio analysis + chat | ✗ | ✗ | ✓ | Via ext. AI | Prem. / Wealth | ✗ | ✗ |
| ▾ ALTERNATIVE ASSETS & NET WORTH | |||||||
| Real estate tracking | ✓ | ✓ | ✓ | 5 alt free / ∞ Plus | ✓ Free | ✓ Free | 2 free / ∞ Lite+ |
| Precious metals (priced daily) | ✓ EOD | ✓ Live | ✓ Live | Part of 5 alt | ✗ | ✓ Free | 2 free / ∞ Lite+ |
| Liabilities / mortgage tracking | ✓ | ✓ | ✓ | ✗ | ✗ | ✓ Free | 2 free / ∞ Lite+ |
| Net worth dashboard | ✓ | ✓ | ✓ | ✗ | ✓ Free | ✓ Free | ✓ Free |
| ▾ PLATFORM & UX | |||||||
| Mobile app (iOS + Android) | Planned | Planned | Planned | ✓ Basic | ✓ Free | ✓ Free | ✓ Free |
| Bilingual DE / EN | ✓ | ✓ | ✓ | ✓ Basic | ✓ Free | ✗ (DE) | ✓ (FR/EN/DE) |
| News feed (portfolio-filtered) | ✗ | ✓ | ✓ | ✓ Basic | ✓ Free | ✗ | ✗ |
All prices shown monthly. Data as of August 2026. All information has been compiled with care based on publicly available sources. Despite thorough research, we cannot guarantee the accuracy, completeness, or timeliness of the information presented. Feature availability and pricing of third-party products may change without notice.
Subject to change — these are plans, not promises, and not part of any current subscription. No dates: we ship features when they meet our bar.
Evidence-based research, free investor tools, and articles from the build — everything we publish, in one place.
How tokenization, de-dollarization, and institutional adoption are reshaping global finance — and what role XRP actually plays. 13 chapters, 70+ primary sources, four-tier evidence classification.
Compare up to 6 cars — credit, cash, or lease — including the opportunity cost of your investments. What does your car really cost you?
Join the waitlist for early access — no credit card, no commitment.
DKB
ING
Comdirect
Consorsbank
Deutsche Bank / maxblue
Flatex
Sparkasse
Volksbank / Raiffeisenbank
Baader Bank
Pax-Bank
Trade Republic
Scalable Capital
Smartbroker+
Traders Place
finanzen.net ZERO
S Broker
Trading 212
Interactive Brokers
tradegate.direct
Bitpanda
N26
