Follow your portfolio.
Invest smarter.

Folwik helps you track performance, understand risk and review your investments in one calm workspace.

Join Waitlist See How It Works

Your portfolio, easier to understand.

See performance, holdings and allocation in one simple dashboard.

Demo Portfolio Value ○
Live
$2,745,860.48
▲ 8.72% ($220,456.31) · Past 3 Months
Past 3 Months ▼
Mar 1Mar 20Apr 10Apr 30May 20Jun 10
Asset Allocation
Equities60.1%
Fixed Income23.4%
Alternatives10.7%
Cash5.8%
Top Holdings
Apple Inc.7.68%
Microsoft Corp.6.32%
Amazon.com Inc.4.91%
Vanguard S&P 500 ETF4.27%
Berkshire Hathaway Inc.3.85%
View all holdings →
Demo Data · Markets Open
As of Jun 10, 2024 · 11:30 AM ET

From portfolio data to better reviews.

Turn scattered portfolio information into a simple review process you can repeat.

Add your portfolio Connect or enter your holdings to create one clear view of your investments.
Track what matters Review performance, allocation, holdings and risk without switching between tools.
Decide with structure Use reports and insights to make calmer, more disciplined portfolio decisions.

A calmer way to review investments.

Use one workflow to see what changed, what matters and what to review next.

One clear viewPerformance, allocation and risk in one place.
Less emotional investingReview your portfolio with structure, not impulse.
Better portfolio habitsUnderstand what changed and why it matters.

Choose your investor type.

Select the profile that fits you best and see how Folwik can support your portfolio review workflow.

Long-term investor Folwik helps you review your portfolio regularly without reacting to every market move.

Try Folwik before you join.

Use these quick previews to see whether Folwik fits your portfolio review workflow.

Portfolio Review Score

Choose the statements that match your current review routine and see where clearer structure could help.

A clearer review routine could help. Track allocation, risk and portfolio changes in a more consistent and repeatable way.

Is Folwik for you?

Answer a few quick questions to see whether Folwik fits the way you review your portfolio.

Folwik may be useful for you. Select the statements that fit you. The more that apply, the more useful a structured portfolio review workflow may be.

Everything you need to review your portfolio.

Track performance, understand risk and review portfolio changes without jumping between tools.

Portfolio overview Check portfolio value, performance and holdings without switching between multiple tools.
Allocation view See how your money is spread across assets, sectors and portfolio categories.
Risk signals Spot concentration, exposure and drawdowns before they turn into emotional decisions.
Readable reports Turn portfolio changes into short summaries you can quickly understand.

From tracking to understanding.

Review what changed, what caused it and what deserves attention next — without turning your portfolio review into a trading terminal.

Portfolio value Allocation Holdings Risk Drawdowns Reports Strategy comparisons Performance changes
Example review flow
1Portfolio value changed
2Allocation shifted
3Risk increased
4Review what matters
Example Portfolio Report Illustrative analytics preview
Performance+6.4%
Main driverTech exposure
Risk noteTop 3 concentration
Suggested reviewAllocation balance

Download a sample portfolio report.

See how Folwik could turn portfolio changes into a clear review: performance, main drivers, risk notes and suggested review questions.

Download sample report

Folwik vs spreadsheets.

Spreadsheets are flexible, but portfolio review becomes harder when updates, risk notes and reports start living in different places.

Manual workflow

Spreadsheet tracking

–Manual updates and scattered files
–Hard to read allocation and risk
–Messy notes and inconsistent reports
–Easy to lose review discipline
Structured workflow

Folwik

✓Structured portfolio dashboard
✓Clear allocation and risk context
✓Readable portfolio summaries
✓Repeatable review workflow

Folwik helps you analyze — it does not invest for you.

Clear boundaries make the platform easier to trust and understand.

Not a brokerFolwik does not execute trades or replace your brokerage account.
No custodyFolwik does not hold client funds or manage assets directly.
No return promisesFolwik does not guarantee outcomes or future performance.
Not personal adviceFolwik supports analysis and education, not individual investment recommendations.
Not a trading terminalThe product is designed for portfolio clarity, not constant market noise.
Not a black boxInsights should be understandable, reviewable and easy to explain.

Choose the plan that fits your workflow.

Start with clean tracking, then upgrade when you need deeper reports and comparisons.

Lite

For individual investors who want clean portfolio tracking and essential insights.

Portfolio overviewAllocation viewBasic reports
Best for beginners

Pro

For investors who want deeper control and more frequent reviews.

Advanced reportsPortfolio comparisonsAlerts and risk context
Most popular

Quant

For advanced investors who want disciplined research tools.

BacktestsFactor viewsStrategy research
Advanced

Enterprise

For teams that need a controlled reporting workflow.

Custom reportingTeam onboardingStructured workflows
Custom

Common questions before joining.

Clear answers about what Folwik is, what it is not and how the waitlist works.

Does Folwik hold my money?

No. Folwik is an analytics workspace. Your money stays outside the platform.

Is Folwik a broker?

No. Folwik helps you understand your portfolio, but it does not execute trades.

Is this financial advice?

No. Folwik provides portfolio analytics and education, not individual investment advice.

Do I need advanced investing knowledge?

No. Folwik is designed to explain portfolio metrics in a clearer, more readable way.

Can I use Folwik if I currently track everything in a spreadsheet?

Yes. Folwik is designed for people who want a cleaner and more structured alternative to manual tracking.

What kind of portfolios can Folwik help review?

Folwik is intended for portfolios with assets such as stocks, ETFs, bonds, cash positions and model strategies.

Will Folwik support reports?

Yes, reports are part of the product direction. The goal is to turn portfolio changes into short, readable summaries.

Will Folwik connect to brokers?

Broker integrations can be part of the roadmap, but the platform can also support manual or file-based portfolio workflows.

What happens after I join the waitlist?

You may receive product updates, onboarding information and an invitation to test early versions of Folwik.

Is there any payment required to join?

No. Joining the waitlist does not require payment.

What investors say.

Investors use Folwik to stay organized and review portfolios with less noise.

“Before Folwik, I checked my portfolio in three different places. Now I can review performance and allocation in one clean dashboard.”

James MillerLong-term investor

“Folwik makes it easier to understand what changed in my portfolio and which risks are worth reviewing first.”

Emma CollinsActive portfolio user

“I like that it feels calm and focused. It helps me think about my portfolio instead of reacting to every market move.”

Lucas BennettPrivate investor

Ready to review your portfolio better?

Join the waitlist and start building a calmer portfolio review workflow.

Join Waitlist See How It Works

Join the Folwik waitlist.

Folwik is currently preparing early access. Join the list to receive updates and onboarding information.

You receive product updates as Folwik develops.
You may be invited to test the platform early.
You can tell us which portfolio features matter most to you.
No payment is required to join the waitlist.
For individual investorsWaitlist, product questions and portfolio tracking features.
For partners and teamsIntegrations, reporting workflows and educational use cases.

Join the waitlist

Tell us what kind of portfolio you want to track.

No payment required. Waitlist only.

Your email app should open with the waitlist message. If it does not, contact us at contact@folwik.com.

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