Intelligent Wealth Navigation

Your portfolio,
intelligently tracked.

The AI-powered portfolio tracker that combines institutional-grade research, real-time analytics, and beautiful design. Import from any broker, get health scores, moat ratings, and actionable insights — all in one place.

JOIN THE WAITLIST → TRY LIVE DEMO
Launching Autumn 2026 — early access via the waitlist
50+
Supported Brokers
AI
Powered by Claude
€0
Free Tier Forever
🇪🇺
EU Data Storage

Everything you need to manage your wealth.

From AI-powered research to real-time portfolio tracking — tools that were once reserved for institutions, now available to everyone.

AI-Powered Intelligence

AI Stock Research PRO

Get hedge-fund-level analysis for any stock. Economic moat ratings, balance sheet health grades, and SWOT analyses — all powered by Claude AI.

Portfolio Chat PRO

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.

AI ETF Analyser CORE

Deep-dive into any ETF's holdings, sector breakdown, geographic allocation, and overlap with your existing portfolio.

AI News Summaries CORE

News filtered to your holdings. Only stories that affect what you own, with AI summaries so you get the key takeaway in seconds.

AI Crypto Survival Score PRO

Every cryptocurrency rated 0–100 on fundamentals. Cuts through the noise — know which coins have staying power. Coming post-launch

AI File Import FREE · 2/MO

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.

AI RESEARCH · COMING SOON
AI-powered stock research is in development LAUNCHING WITH PRO TIER
Portfolio Analytics

Health Scorecard CORE

Every stock scored across 6 dimensions: profitability, growth, economic moat, balance sheet, cash generation, and valuation. Sector-adjusted thresholds. Spot weak positions instantly.

Stock Screener FREE

Find your next investment with 20+ filters. Fundamental metrics, technical signals, and our "Possible Deal" detector.

Charts & Performance FREE

Interactive stock and crypto charts with real-time prices (1D–Max). Portfolio performance with TWR, benchmark comparison (S&P 500, Nasdaq, DAX, BTC), and invested capital line.

Market Regime FREE

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.

HEALTH SCORECARD · SCREENER · COMPARE — Click to explore (3 images)
Core Platform

Bank Sync CORE

Connect your broker securely via Open Banking. Automatic sync — Trade Republic, Scalable, DKB, ING, and thousands more. Coming soon

Crypto Exchange Integration CORE

Import from Bitvavo, Binance, Coinbase, Kraken, and 10+ more. Full transaction history parsed automatically.

Cold Wallet Tracking FREE

Track crypto on hardware wallets alongside exchange positions. Automatic withdrawal detection for a complete picture.

PORTFOLIO · POSITIONS · SECTORS · ACCOUNTS — Click to explore (4 images)

Your data is yours. Period.

We built foliologic. with privacy as a core principle, not an afterthought.

🔒

AES-256 Encrypted

Your portfolio data is end-to-end encrypted with your password using AES-256-GCM. Decryption happens only in your browser — the server only stores ciphertext.

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EU Data Storage

Your encrypted portfolio is stored on European servers (Supabase EU). Price data and AI features use US-based APIs (FMP, Anthropic), but your portfolio data stays encrypted and in the EU.

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AI Data Isolation

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). AI results are not stored server-side.

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No Data Selling. Ever.

We make money from subscriptions, period. No ads, no tracking pixels, no affiliate deals, no selling your financial data to anyone.

🏛️

German Team

Built by a team in Germany. Company registration (UG) in progress. Real people, real accountability, real Impressum.

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Client-Side Encryption

Your encryption key is derived from your password and never leaves your device. We cannot decrypt your portfolio data — only you can, with your password.

Transparent pricing. No hidden fees.

More features at every tier than competitors charging 2–3× more. Start free, upgrade when you need more.

FREE

€0/mo
Get started — no credit card needed
  • Unlimited portfolios & watchlists
  • Performance chart (TWR)
  • Benchmark comparison
  • Invested capital line
  • Dividend calendar
  • Sold positions history
  • Stock screener (20+ filters)
  • Interactive stock & crypto charts
  • AI file import — 2/month (as long as free capacity lasts)
  • CSV, PDF, Excel — any broker
  • Unlimited cold wallets
  • ISIN / WKN resolution
  • Real estate & precious metals (live)
  • Liabilities & mortgage tracking
  • Net worth dashboard
JOIN WAITLIST

CORE

€6/mo
Smart analytics for serious investors
  • AI file imports — 10/month
  • Bank & broker auto-sync
  • Unlimited crypto exchange sync
  • Dividend forecast
  • Health scores (6 dimensions)
  • ETF X-Ray & overlap analysis
  • ETF fee analyser (TER)
  • Portfolio allocation analysis
  • IRR (money-weighted return)
  • Support & resistance levels
  • News feed (portfolio-filtered)
JOIN WAITLIST

PRO

€9/mo
Full AI research — your personal analyst
  • AI file imports — 10/month
  • Bank & broker auto-sync
  • AI Economic Moat ratings
  • AI Balance Sheet grading
  • AI portfolio analysis + chat
  • 50 AI research credits/month
  • Sharpe ratio & Max Drawdown
  • Safety net / stop-loss alerts
  • Spending & budget tracking
  • Subscription detection
  • Savings goals / FIRE planner
  • Predictive balance / runway to payday
JOIN WAITLIST

All prices incl. VAT. Cancel anytime — no contracts, no lock-in. Bilingual: German & English.

How foliologic. compares — honestly.

Every major portfolio tracker in Germany and Europe, side by side. Select a competitor to compare directly.

foliologic.
vs
FEATURE
Free
€0
Core
€6/mo
Pro
€9/mo
Parqet
Basic / Plus €12 / Inv. €30
🇩🇪
getquin
Free / Prem. €10/mo
🇩🇪
FF Copilot
Free / Plus €9/mo
🇩🇪
Finary
Free / Lite €5* / Plus €25/mo
🇫🇷
PORTFOLIO TRACKING
Unlimited portfolios1 / 5 / 15✓ Free✓ Free✓ Free
Performance chart✓ BasicPrem.✓ FreePlus
Benchmark comparisonPlusPrem.PlusPlus
Invested capital linePlus
Dividend calendar✓ Basic✓ FreePlus
Dividend forecastPlusPrem.PlusPlus
Watchlists1 / 5 / 151 / ∞ Prem.1 / ∞ Plus
Sold positions historyPlus✓ 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✓ Free
Cold wallet tracking✓ Free (auto)Manual
AI file import (any broker)2/mo10/mo10/mo✓ Free
ISIN / WKN resolutionPlus
ANALYTICS & RESEARCH
Stock screener
ETF X-Ray / overlapPlusPrem.
Health scores (algorithmic)
ETF fee analyser (TER)PlusPlus
Support & resistance levels
Portfolio allocation analysisPlusPrem.PlusPlus
IRR (money-weighted return)Prem.✓ Free
Drawdown analysisPlusPrem.
Sharpe ratioPrem.
Safety net / stop-loss alerts
AI stock research (moat, balance sheet, SWOT)
AI balance sheet grading
AI portfolio analysis + chatLimited
ALTERNATIVE ASSETS & NET WORTH
Real estate tracking5 alt free / ∞ Plus✓ Free✓ Free2 free / ∞ Lite+
Precious metals (live-priced)✓ Live✓ Live✓ LivePart of 5 alt✓ Free2 free / ∞ Lite+
Liabilities / mortgage tracking✓ Free2 free / ∞ Lite+
Net worth dashboard✓ Free✓ Free✓ Free
PLATFORM & UX
Mobile app (iOS + Android)✓ Basic✓ Free✓ Free✓ Free
Bilingual DE / EN✓ Basic✓ Free✗ (DE)✓ (FR/EN)
News feed (portfolio-filtered)✓ Basic✓ Free

All prices shown monthly. Data as of March 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.

Where foliologic. is heading.

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.

PLANNED · PRO
Multi-method fair valuefair value estimated by several methods side by side, honest about uncertainty instead of one false-precision number.
PLANNED · PRO
AI Crypto Survival Scoreevery major coin rated 0–100 on fundamentals, refreshed quarterly.
PLANNED · PRO
Hedge Shieldcrash scenarios simulated on your actual portfolio, plus a structured hedging-strategy builder.
PLANNED · PRO
Inflation Shielda tiered inflation-protection strategy builder: commodities, real assets, pricing-power equities.
PLANNED · PRO
Personal finance layerspending categories, budgets, subscription detection and a balance forecast on top of your bank connection.
PLANNED · ALL TIERS
Performance comparenormalized performance of any assets, indexes and your own portfolio on one chart (asset count scales by tier).
In development — not a committed scope of any plan. Order and content can change.

Evidence-based analysis. Free to read.

In-depth research on the forces reshaping global finance — tokenization, de-dollarization, and institutional crypto adoption. Built on primary sources, not narratives.

FOLIOLOGIC. RESEARCH
The Silent Revolution of the Financial System
April 2026 · 38 pages · Evidence-based

How tokenization, de-dollarization, and institutional adoption are reshaping global finance — and what role XRP actually plays. 17 chapters, 40+ primary sources, four-tier evidence classification.

Investor tools. Free forever.

Practical calculators that help you think about every financial decision through an investment lens.

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Car Cost Calculator FREE

Compare up to 6 cars — credit, cash, or lease — including the opportunity cost of your investments. What does your car really cost you?

Be first in line when we launch.

Join the waitlist for early access — no credit card, no commitment.

JOIN THE WAITLIST → TRY LIVE DEMO
While you wait — get our free Investor Toolkit →
🚀
Coming soon.
We're putting the finishing touches on foliologic. — join the waitlist for early access and be the first to know when we launch.
No spam, ever. We'll only email you about launch updates.