Getting Started
What is folio?
folio is a personal investment portfolio tracking application. It lets you record transactions, track holdings across multiple brokers, view live valuations in GBP, and monitor dividend income — all in one place.
Who is it for?
Anyone who wants a clear, independent view of their investments without relying on their broker's interface. It's particularly useful if you hold accounts with multiple providers and want to see your total portfolio in one dashboard.
How do I get started?
- Register for an account (an invite code may be required)
- Go to Portfolios and create your first portfolio
- Add transactions — buys, sells, and dividends
- Your holdings and valuations will populate automatically
Portfolios & Holdings
What account types are supported?
You can track GIA (General Investment Account), ISA (Stocks & Shares), SIPP (pension), LISA (Lifetime ISA), JISA (Junior ISA), and Other account types. Each portfolio can have a different base currency and be linked to a broker.
What asset types are supported?
Equities (stocks), ETFs, investment trusts, bonds, and funds across major global exchanges including LSE, NYSE, NASDAQ, EURONEXT, TSX, ASX, SGX, HKSE, and more.
How are valuations calculated?
Valuations use the latest available price data from Financial Modelling Prep (FMP). Prices are converted to GBP using live foreign exchange rates. Holdings in GBX (pence) are automatically converted to GBP.
How often is price data updated?
Price data is updated during market hours when you refresh your portfolio. Use the "Refresh Prices" button on your portfolio page to fetch the latest data.
Dividends
How does dividend tracking work?
Dividend history is fetched from the EODHD API. To enable this, add your EODHD API key in Profile → API Keys. Once configured, use "Sync Dividends" on your portfolio's Dividends page to import dividend records for your holdings.
Where do I get an EODHD API key?
Sign up at eodhd.com. A free plan is available with dividend data included. Add your key in Profile → API Keys.
What is the annual income estimate?
The estimated annual income is calculated by taking the most recent dividend per share, inferring payment frequency (monthly, quarterly, semi-annual, or annual) from historical ex-dividend dates, and multiplying by your current holding quantity with a GBP conversion.
Brokers & Platforms
What is the Brokers page?
The Brokers page lists popular investment platforms with fee summaries, ratings, and links — a reference guide to help compare providers. You can assign a broker to each portfolio for your own records.
Can I suggest a broker to add?
Yes — contact us with details and we'll consider adding it.
Security & Privacy
Is my data safe?
Yes. Passwords are hashed and never stored in plain text. API keys are encrypted in the database. All connections use HTTPS. We do not sell or share your data. See our Privacy Policy for full details.
Can I delete my account?
Contact us with your account email and we will delete all your data within 30 days.
Still have questions?
Visit our contact page to get in touch.