Your portfolio, briefed.
AI intelligence tailored to your investing strategy — every holding analyzed with an action call, key levels, and sizing guidance.
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How it works
Three steps to smarter mornings
From your holdings to a full intelligence report — automatically, on your schedule.
Add your holdings
CSV import from any broker or add positions manually. Stocks, ETFs, and crypto across US, European, and other exchanges — all supported.
FolioBrief gathers and analyzes
At your chosen time, FolioBrief pulls live prices, market news, earnings calendars, analyst ratings, and sector data — then runs a full AI analysis, personalized to your strategy and risk profile.
Your briefing, on your schedule
Receive your briefing at the time you set — morning, evening, or whenever fits your routine. Read it in your inbox or on the web. Or trigger one on demand, anytime.
Features
Everything you need, nothing you don't
No dashboards to check, no apps to open. Your briefing comes to you.
An action call on every position
Not just price alerts — each holding gets a verdict (BUY, HOLD, TRIM, DCA) with specific sizing guidance, support/resistance levels, and a direct advisor note with your name on it.
AI capex cycle is still accelerating. Add on any dip toward the $830 support — conviction is high here.
Complete market intelligence in one read
Top stock picks, swing trade setups, sector rotation signals, earnings calendar, and big-picture macro — all generated fresh from live market data, every morning.
Market Intelligence
One briefing for your whole portfolio
US and European exchanges, ETFs, and crypto — all converted to your currency. Dual-display prices keep global context clear. One report, every market, every morning.
Portfolio — All Exchanges
Strategy
Briefings that match how you invest
Pick a strategy preset. The AI adapts its analysis, risk framing, and recommendations to your approach.
Income Shield
Protect capital and grow income through dividends and stable investments.
- ·Prioritizes dividend yield and payout safety
- ·Flags risks to income streams
Growth Compounder
Build long-term wealth through high-quality growth companies.
- ·Revenue growth and market position analysis
- ·Sector rotation for better growth exposure
Momentum Rider
Ride trends with precise entries, exits, and technical levels.
- ·Breakout and breakdown alerts
- ·Tight support/resistance levels
Contrarian Value
Find undervalued opportunities the market is overlooking.
- ·Intrinsic value and margin of safety
- ·Mean reversion opportunities
Active Trader
Short-term catalysts, technical setups, and precise risk/reward trades.
- ·Catalyst-driven trade ideas
- ·Specific stop-loss and target levels
Mix and match: 6 writing styles, 4 risk levels, 10 focus areas, and custom AI instructions.
Sample
See what you'll get
A sample of what your briefing looks like — every section, at your chosen time.
Your Briefing — Today
Pre-Market · Daily Briefing
Your Portfolio Briefing
Hey Alex, your tech-heavy portfolio is positioned well heading into earnings season. Market mood: Neutral · F&G: 50. You outperformed the S&P 500 this week (+2.4% vs +1.8%).
Top Priority Actions
Best Rotation
Rotate 50% of Volkswagen into ASML — EU tech has better margin and structural tailwind
Position Analysis (8)
Big Picture
AI infrastructure spend accelerating
Hyperscalers are increasing capex guidance. NVIDIA, Broadcom, and AMD are direct beneficiaries — your NVDA position is well-placed.
European autos facing structural headwinds
EV transition costs and Chinese competition are compressing margins. Volkswagen's restructuring plan adds uncertainty through H1.
Bitcoin halving cycle intact, but patience required
Historical patterns suggest the largest gains come 6–12 months post-halving. Current consolidation is healthy accumulation territory.
Sector Rotation
Sector Exposure
Upcoming Earnings
Pricing
Simple, transparent pricing
Start free. Upgrade when you need more.
Free
Try it out, no commitment
- Up to 5 positions
- Weekly briefing (Monday)
- Basic AI analysis (Haiku)
- Email + web delivery
- Market overview
Smart
For active investors
- Up to 50 positions
- Daily briefings
- Advanced AI (Sonnet)
- Action call on every position
- Key levels & sizing guidance
- Top stock picks & trade ideas
- Sector rotation + risk dashboard
- Rotation suggestions
Pro
For serious traders
- Up to 100 positions
- Daily pre-market briefings
- Claude Sonnet + Opus option
- Everything in Smart
- Swing & day trade ideas
- Wild cards & speculative plays
- Market deep dive
- Priority delivery
- Early access to new features
Planned pricing — subject to change before public launch. Join the waitlist for early access.
Join the waitlist
Ready for smarter mornings?
Your portfolio deserves better than a price alert.