Foliofox

Foliofox is an open-source portfolio tracker and personal finance platform designed to give investors a complete view of their financial life and help them make better long-term decisions. Instead of focusing only on stocks or a single brokerage account, Foliofox lets you track your entire net worth in one place. You can manage stocks, ETFs, crypto, cash, real estate, private investments, and other assets while keeping a detailed history of how your wealth changes over time. Foliofox includes portfolio performance tracking, asset allocation analysis, net worth history, financial records, multiple currencies and markets, custom categories, bulk imports, broker imports, portfolio sharing, and scenario planning. You can manually add assets or import portfolio data, making Foliofox suitable both for investors who want full control over their data and for users managing more complex portfolios across multiple brokers, currencies, and asset classes. One of Foliofox’s biggest differences is that it is built around understanding your complete financial position rather than simply displaying market prices. Users can track contributions, transactions, portfolio value, investment performance, and changes in net worth over time. Scenario planning tools can also help answer practical questions such as how regular contributions, different growth assumptions, or inflation may affect future wealth. Foliofox also includes an AI financial advisor that can work with your portfolio and financial profile to provide personalized insights. Instead of asking an AI generic financial questions without context, Foliofox can give the advisor access to your actual financial situation, helping you analyze allocation, identify potential risks, explore decisions, and better understand your portfolio. ### Why choose Foliofox? Many portfolio trackers are tied to specific brokers, limited to public securities, or designed mainly to show daily price movements. Foliofox takes a broader approach. It is designed to become a central financial dashboard where you can understand not just what your investments are worth today, but how your overall financial position is evolving. Because Foliofox is open source, users also benefit from greater transparency and flexibility. The project can be inspected, self-hosted, contributed to, and adapted instead of relying entirely on a closed financial platform. Foliofox is particularly useful for investors who: * Have assets spread across multiple brokers or platforms. * Invest in different currencies and international markets. * Want to track their complete net worth, not just stocks. * Care about long-term portfolio performance rather than daily market noise. * Want more control over how their financial data is organized. * Need custom asset categories or support for non-standard investments. * Want to explore future financial scenarios and contribution strategies. * Prefer an open-source alternative to traditional portfolio trackers. ### Built around long-term financial freedom Financial freedom is rarely the result of finding one perfect investment. It usually comes from consistently understanding where your money is, how fast your wealth is growing, how much you are contributing, and whether your decisions are moving you toward your goals. Foliofox is built around making that process visible. By bringing your assets, portfolio history, performance, contributions, and financial planning into one place, Foliofox helps turn a collection of investments into a clearer financial strategy. You can see whether your net worth is actually growing, understand what is driving that growth, identify concentration or allocation issues, compare your progress over time, and model how today’s decisions may affect your financial future. The goal of Foliofox is not simply to help you watch your portfolio. It is to help you understand your money well enough to make better decisions, stay consistent, and steadily move toward financial independence.