Folio-fi

Folio-fi brings your financial picture into one thoughtful place. Organize the assets and liabilities that matter to you—real estate, stocks, cash, and more—and see their relationship at a glance. Folio-fi gives you a structured way to understand what you own, what you owe, and your total account value without asking you to connect a bank account. With Folio-fi, you can: • Add and organize personal positions across the categories that matter to you. • View your assets, liabilities, and total account value in one clear dashboard. • See your asset mix and follow your financial trend over time. • Use the Folio Score to explore asset strength, liquidity, diversification, and liability cushion in a single view. • Keep your information local to your device, with optional device biometric or passcode protection. • Contact support without leaving the app. Folio Score is a Folio-fi estimate based on the information you add. It is not a credit score. Folio-fi is designed for personal organization and educational insight and does not provide investment, legal, tax, or financial advice. Private. Clear. Yours.