Folio AI

Overview

Folio AI is a sophisticated portfolio management and trading platform developed by Knoxed Capital. It provides investment professionals with real-time analytics, comprehensive reporting, and intelligent automation. The platform allows users to track multi-asset portfolios across global exchanges securely. Built-in machine learning models analyze holdings to surface actionable rebalancing insights.

What it does

• Track multi-asset portfolios including stocks, ETFs, options, and crypto with unified performance metrics.
• Stream real-time quotes, charts, and AI-driven market predictions from 150+ global exchanges.
• Automate P&L reconciliation and generate tax-ready reports with gain/loss analysis.
• Execute direct trades and route orders via integrated brokerage services like Alpaca and Saxo.

Who it's for

• Investment Professionals
• Wealth Managers
• Financial Analysts
• Private Traders

Why it works

• Offers enterprise-grade multi-asset portfolio tracking ensuring unified performance metrics across stocks, crypto, and options.
• Leverages machine learning models for proactive risk assessment and actionable portfolio rebalancing suggestions.
• Integrates smart order routing and live market intelligence directly from over 150 global exchanges.
• Provides bank-grade security featuring end-to-end encryption, role-based access control, and complete audit trails.

Founder story

Folio AI was developed by Knoxed Capital to address the need for sophisticated, AI-driven portfolio management tools. Designed for investment professionals, the platform bridges the gap between complex financial data analysis and real-time trade execution.

Alternatives

• Bloomberg Terminal
• TradingView
• YCharts
• Koyfin

Comparison overview

• Folio AI focuses heavily on automated machine learning rebalancing and multi-asset tracking compared to legacy charting tools.
• It bridges advanced portfolio analytics with direct broker routing, offering a more modern alternative to traditional financial terminals.