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Folio AI
Advanced AI-powered portfolio management and trading platform.
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.
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.
Category: Productivity
Team Size: 2-10
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As of 2026
Productivity
Revenue: $100k-$1M ARR
Advanced AI-powered portfolio management and trading platform.
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.
Team size: 2-10
HQ: New York, NY, USA
Funding status: Bootstrapped
Revenue source: Subscriptions
Customer type: B2B
Pricing: Subscription
Tech stack: React, Node.js, PostgreSQL, Python
Platform: Web
Integrations: Alpaca, Saxo
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.
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.
Growth strategies
- Targeted outreach to financial advisors and boutique asset management firms
- Strategic partnerships with brokerage platforms for seamless order execution
- Content marketing focusing on algorithmic trading and automated portfolio rebalancing
- Tiered subscription pricing models designed for individual traders up to enterprise funds
Alternatives
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.