Limited Pre-Beta Access
One unified view of your stocks, bonds, real estate, and private holdings. Professional-grade analytics for serious investors.
Join our limited first cohort of founding members.
We'll be in touch with early-access details. Welcome, Founding Member.
We never share or sell your data. Unsubscribe anytime.
Most "wealth" apps are actually just front-ends for brokerages. They profit from your activity, not your success.
FolioLens.ai is a pure-play intelligence layer. We are not a trading platform—we are the sophisticated research and monitoring tool that sits above your accounts, helping you see the risks and opportunities your brokerage will never show you.
Connect accounts for live tracking, upload a statement for instant analysis, or enter everything manually — your choice, every time.
Securely connect your existing brokerage and bank accounts via bank-grade encryption for real-time, hands-off portfolio tracking. Set it once and stay current.
No account linking required. Upload a PDF, CSV, or brokerage statement export and FolioLens will parse, normalise, and analyse your holdings instantly — zero credentials shared.
Prefer to track "analog" assets? Manually input real estate, private equity, collectibles, or debt with ease. Full analytical value. Zero account linking.
We've intentionally excluded crypto to maintain strict focus on traditional and alternative asset classes that require deeper, fundamental analysis.
See how your tech stocks and real estate holdings react to the same macro-economic shifts. Identify concentration risks you didn't know you had.
Generate "Family Office" style reports on your performance, fees, and diversification—the kind of analysis previously available only to the ultra-wealthy.
Because we aren't a broker, we don't sell your order flow. Your financial data is used for one purpose only: to provide you with insights. Period.
Stocks, bonds, real estate, private equity, and debt—all in one place, with a consolidated balance sheet that reflects your true financial position.
From first login to institutional-grade insight — no financial background required.
Choose how you share data: link accounts via secure read-only connections, upload a brokerage statement (PDF or CSV), or enter holdings manually — no credentials required.
FolioLens analyzes your entire balance sheet — correlations, hidden concentrations, fee drag, and macro exposures — across every asset class you own, simultaneously.
Get clear, unbiased intelligence: rebalancing signals, risk alerts, and institutional-style reports — so you can make confident decisions without wading through noise.
We are building the final version of FolioLens.ai alongside a select group of beta testers. By signing up today you secure a permanent seat at the table—and a direct line to the product team.
Limited cohort — join before we close the waitlist.
We'll be in touch with early-access details. Welcome, Founding Member.
Your information is never sold or shared. Unsubscribe anytime.
Get early access to the platform that treats your wealth with the seriousness it deserves.
No credit card required · Free during beta · Cancel anytime