Personal finance + investment insights
Bring your finances and investments
together in one place.
Go beyond account balances. See how your money is performing, how your finances connect, and plan your next move.
A personal finance and portfolio analytics platform for your accounts, investments and planning.
Folio/VIP
- A connected financial picture
- Alerts on the holdings you own
- Tools to plan ahead
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Your financial information is scattered. Understanding it shouldn’t be.
Your investments, spending, savings and goals all affect one another. Spread across different places, it’s hard to see where you stand or what to do next.
How it works
From scattered accounts to a clearer financial picture.
1Connect your accounts
Link your banks and brokerages through Plaid and SnapTrade.
2Explore your finances
See your investments, spending and net worth together.
3Plan your next move
Test scenarios and make more informed decisions.
Explore FolioVIP
Your financial questions, answered with greater clarity.
From everyday spending to long-term planning, see what matters to your decisions.
Investments & Alerts
How are my investments really performing?
See performance across your accounts, and get an alert when a holding falls to a dip level you set.
Budget & Cash Flow
Where is my money going, and what’s left?
See income, spending and what’s left each month, without jumping between banking apps.
Wealth Planning
Am I on track for the future I want?
See how changes to your savings, returns and retirement spending could shape your future.
Loan Analysis
What will borrowing actually cost me?
See your payment, payoff date and total interest, and how much extra payments could save.
Who FolioVIP is for
Make more sense of your money, wherever you are in your financial journey.
Whether you’re planning ahead, investing or budgeting, FolioVIP brings it all together.
Exploring Your Financial Future
See how today’s choices could shape the life you’re planning.
- Free calculators, no sign-up
- Test a plan against past market crashes
Managing Your Own Portfolio
See how your money is doing without piecing accounts together.
- Returns across all your accounts
- An email when a holding reaches your dip level
Keeping Your Finances on Track
Know where your money goes and what’s left.
- Spending, savings and investments in one net worth
- Upcoming bills before they’re due
Ready to explore?
See what FolioVIP can do for you.
Try it with sample data. No accounts to connect.
Request Beta Access
Want it on your own accounts? Join the invite list.
Request Beta AccessInvites open soon — try the free Sandbox.
How we handle account connections and protect your data.