Unified Multi-Asset Tracking
Track crypto, stocks, ETFs, and custom assets in one normalized portfolio view.
Now in early access
Invest Like a Pro.
See Risk Before It Hurts.
FolioSight turns complex portfolios into clean, actionable intelligence — performance analytics, exposure controls, and AI-assisted guidance for serious investors.
Multi-assetCrypto, stocks, ETFs & more
Real-timeLive sync & API connections
AI-poweredProactive portfolio insights
Core Platform
Institutional-Grade Features,
Built for Modern Investors
Designed to handle everything from personal portfolios to professional multi-asset workflows.
Performance & Attribution Engine
Break down return drivers by asset, sector, strategy, and time window to understand what actually moves P/L.
Risk Intelligence Suite
Monitor concentration, drawdowns, volatility regimes, and stress scenarios before risk compounds.
Automatic Imports + API Sync
Ingest broker statements and keep positions synchronized through robust API-based connections.
AI Portfolio Advisor
Receive proactive insights, allocation prompts, and strategy recommendations tailored to portfolio behavior.
Tax Tools & Realized P/L
Track realized gains, tax lots, and year-to-date tax impact with investor-friendly tax insights.
Roadmap
What's Coming Next
FolioSight is built to evolve. Here's what we're shipping next.
Smart Alerts & Triggers
Price, drawdown, risk, and allocation alerts across all assets.
Executive-Ready Reporting
Generate board and investor-ready snapshots with clean attribution and risk summaries.
Multi-Portfolio Benchmarking
Compare strategies, sleeves, and managers side-by-side.
Team Permission Controls
Enterprise-grade access scopes and audit logs for collaborative workflows.