FolioTalk
Complexity handled. Insights unlocked.
Account History
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- 2 accounts
- 10 assets
- 6 refreshes/day
- 5 AI queries
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- Unlimited assets
- 24 refreshes/day
- 20 AI queries/day
Annual
- Unlimited accounts
- Unlimited assets
- 24 refreshes/day
- 20 AI queries/day
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Net Worth
Asset Allocation
Top Holdings
Holdings Allocation
Top Holdings
| # | Name | Symbol | Type | Market Value | % of Total |
|---|
Account Breakdown
| # | Account | Type | Market Value | % of Total |
|---|
Concentration
Net Worth History
Account Breakdown
Concentration
Asset Allocation
Account Type Breakdown
Top Holdings (All Assets)
Top Holdings (Stocks)
Top Holdings (Crypto)
Stock Sector Breakdown
Allocation Target Comparison
Accounts
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The portfolio you can talk with
👋 The portfolio you can talk with
Ask me anything about your portfolio.
System Prompt
Raw Model Response
Summary
Connect an account above, then data will appear here.
Clear Sample Data?
The sample portfolio will be removed and you'll start with a clean slate. Ready to connect your real accounts?
Welcome to FolioTalk
Your financial clarity journey starts here. Connect your accounts, see the full picture, and let AI handle the complexity.
Your Whole Portfolio, One View
See net worth, asset allocation, top holdings, and more — all your accounts in one dashboard.
Connect All Your Accounts
Link Robinhood, Fidelity, 401k, E*TRADE, Coinbase, and more. We support 13,000+ institutions.
Ask Anything About Your Money
Use AI-powered chat to get instant insights — "What's my biggest position?" or "Am I too concentrated?"
Take It for a Spin
We've loaded a sample portfolio so you can explore every feature risk-free. Play around, tap through the charts, and ask the AI up to 3 questions for free — connect your real accounts when you're ready.