Connect the brokerage you already use. Our research agents — Filings Analyst, Earnings Analyst, Macro Agent — read the filings so you don't have to, and explain every score in plain English.
Every position, live, from Robinhood, Fidelity, Schwab & Coinbase in one view.
Filings Analyst, Earnings Analyst, Macro Agent, Bull/Bear Case — cited findings, plain English.
Value · Momentum · Quality · Growth — the same lenses professional analysts use.
The problem
The fix
Your data, protected
FolioTrend is a research tool, not a brokerage. Here's exactly what that means for your accounts.
FolioTrend only ever requests read-only scopes from Robinhood, Fidelity, Schwab, and Coinbase — it can see your holdings, not move them.
There's no trade-execution endpoint anywhere in the app. FolioTrend can't buy, sell, or touch your money even if it wanted to.
Every connection to FolioTrend is encrypted over HTTPS/TLS, the same standard your bank and brokerage already use.
Unlink any brokerage or exchange from your account in one click — your data stops syncing immediately.
One AI portfolio tracker for stock research, screening, and backtesting — no finance background needed.
Ask about any stock in plain language and get a real, institutional-grade breakdown back — no jargon.
Connect Robinhood, Fidelity, Schwab, or Coinbase and see stocks and crypto together with live quotes.
Test an idea against real history first — see how it would have actually performed before you risk money.
Filter the market by Value, Momentum, Quality, and Growth — each one explained as you go.
A risk map shows concentration and exposure across your holdings at a glance.
Compare community investing strategies, not just your own watchlist.
A single number that tells you how a position is really doing — no need to know what P/E ratio means to understand it.
Value, Momentum, Quality, Growth — broken out and explained, not buried in a black box.
A Monte Carlo simulation shows a real spread of possible outcomes — bullish, base, and bearish — instead of one falsely confident guess.
Or add stocks and crypto manually — either way, it takes a couple of taps.
Value, Momentum, Quality, and Growth factor scores, computed fresh and explained as you go.
Make informed decisions backed by factor models and real data, not a feeling.
Or add stocks and crypto manually — either way, it takes a couple of taps.
Start free. Every AI agent is free for your first 21 days.
New accounts get full access to every agent for 21 days, no card required.
Track your portfolio and watch earnings for free — plus every AI agent free for your first 21 days, no card required.
Unlimited access to every AI agent, forever.
Monthly and annual plans can be cancelled anytime — you'll move back to Free and keep your data. Lifetime is a one-time charge with no subscription.
Prices in USD. No hidden fees.
FolioTrend is an AI investing app that connects to your Robinhood, Fidelity, Schwab, or Coinbase account and explains your portfolio in plain English — a portfolio health score, factor scoring, and stock analysis, without needing a finance background.
No. FolioTrend is a research tool. Every number comes from real data and real math, but the decision is always yours.
No. Every score and chart is explained in plain language the first time you see it — it was built specifically for people with no prior investing or finance background.
Yes. FolioTrend connects to Robinhood, Fidelity, Schwab, and Coinbase and imports your existing stock and crypto holdings automatically, so you don’t have to enter anything by hand.
It’s a single number that sums up how a position is really doing, built from the same Value, Momentum, Quality, and Growth factors a professional analyst would check — but explained in plain English instead of left as a mystery number.
Robinhood and Webull are built for placing trades. FolioTrend doesn’t execute trades at all — it’s a research and analysis layer on top of the brokerage you already use, focused on helping you understand what you own.
Yes — Backtester Agent lets you test an idea against real historical data, and the Monte Carlo simulator shows a spread of bullish, base, and bearish outcomes before you risk real money.
Yes. Drop back to Free whenever you want — you'll keep your data.
Portfolio tracking, a watchlist, the strategy marketplace, and earnings calendar — plus full access to every AI agent (Insights, Screener, Live Quotes, Backtester, and Risk Mapping) free for your first 21 days, no card required.
Unlimited access to every AI agent: Insights Agent, Screener Agent, Live Quotes Agent, Backtester Agent, and Risk Mapping Agent — plus everything in Free.
FolioTrend is built specifically for beginners: it connects to your existing Robinhood, Fidelity, Schwab, or Coinbase account, then explains every score and chart in plain English the first time you see it — no finance background required.
FolioTrend's risk map shows concentration and exposure across your holdings at a glance, and its portfolio health score flags when a single position or sector is taking up too much of your portfolio.
Yes. FolioTrend connects to Robinhood, Fidelity, and Schwab for stocks and Coinbase for crypto, and shows both together in one portfolio view with live quotes.
Open a brokerage account (Robinhood, Fidelity, and Schwab are all free to open), fund it, then connect that account to FolioTrend. FolioTrend won’t place the trade for you, but it will explain every stock you’re considering — and every one you already own — in plain English before you commit real money.
FolioTrend is built as a portfolio tracker app first: it pulls your real holdings from Robinhood, Fidelity, Schwab, or Coinbase, shows live quotes and performance in one view, and layers a health score and factor breakdown on top — instead of just a bare list of tickers and prices.
Yes — that’s FolioTrend’s core idea. Every score, chart, and term (P/E ratio, beta, factor scores) is explained the first time you see it, in plain English, with no assumed finance background.
Yes. FolioTrend is an AI stock analysis tool that combines real market data with Value, Momentum, Quality, and Growth factor models — the same categories professional analysts use — then has its AI chatbot explain the result in plain English instead of leaving you with a raw number.
Not exactly — FolioTrend isn’t a brokerage and doesn’t execute trades, so it’s not a drop-in replacement for Robinhood. Instead, it connects to the Robinhood (or Fidelity, Schwab, Coinbase) account you already have and adds the research and plain-English analysis layer those brokerage apps don’t provide.
No — FolioTrend focuses on investing and portfolio analysis, not day-to-day budgeting or spending categorization. If you want a best budgeting and investing app combo, pair FolioTrend with your bank’s or a dedicated budgeting app’s spending tools, and let FolioTrend handle the investing side.
FolioTrend sits inside personal finance, but specifically on the investing side — portfolio tracking, health scoring, and analysis — rather than being a general personal finance app that also covers budgeting, bills, or net worth tracking across every account type.
No. FolioTrend isn’t a money manager or robo-advisor and never places trades or moves money on your behalf. It’s a research tool: it shows you what a professional-grade analysis of your portfolio would say, explained in plain English, and you decide what to do with it.
FolioTrend is an AI investing app that connects to your Robinhood, Fidelity, Schwab, or Coinbase account and explains your portfolio in plain English — a portfolio health score, factor scoring, and stock analysis, without needing a finance background.
No. FolioTrend is a research tool. Every number comes from real data and real math, but the decision is always yours.
No. Every score and chart is explained in plain language the first time you see it — it was built specifically for people with no prior investing or finance background.
Yes. FolioTrend connects to Robinhood, Fidelity, Schwab, and Coinbase and imports your existing stock and crypto holdings automatically, so you don’t have to enter anything by hand.
It’s a single number that sums up how a position is really doing, built from the same Value, Momentum, Quality, and Growth factors a professional analyst would check — but explained in plain English instead of left as a mystery number.
Robinhood and Webull are built for placing trades. FolioTrend doesn’t execute trades at all — it’s a research and analysis layer on top of the brokerage you already use, focused on helping you understand what you own.
Yes — Backtester Agent lets you test an idea against real historical data, and the Monte Carlo simulator shows a spread of bullish, base, and bearish outcomes before you risk real money.
Yes. Drop back to Free whenever you want — you'll keep your data.
Portfolio tracking, a watchlist, the strategy marketplace, and earnings calendar — plus full access to every AI agent (Insights, Screener, Live Quotes, Backtester, and Risk Mapping) free for your first 21 days, no card required.
Unlimited access to every AI agent: Insights Agent, Screener Agent, Live Quotes Agent, Backtester Agent, and Risk Mapping Agent — plus everything in Free.
FolioTrend is built specifically for beginners: it connects to your existing Robinhood, Fidelity, Schwab, or Coinbase account, then explains every score and chart in plain English the first time you see it — no finance background required.
FolioTrend's risk map shows concentration and exposure across your holdings at a glance, and its portfolio health score flags when a single position or sector is taking up too much of your portfolio.
Yes. FolioTrend connects to Robinhood, Fidelity, and Schwab for stocks and Coinbase for crypto, and shows both together in one portfolio view with live quotes.
Open a brokerage account (Robinhood, Fidelity, and Schwab are all free to open), fund it, then connect that account to FolioTrend. FolioTrend won’t place the trade for you, but it will explain every stock you’re considering — and every one you already own — in plain English before you commit real money.
FolioTrend is built as a portfolio tracker app first: it pulls your real holdings from Robinhood, Fidelity, Schwab, or Coinbase, shows live quotes and performance in one view, and layers a health score and factor breakdown on top — instead of just a bare list of tickers and prices.
Yes — that’s FolioTrend’s core idea. Every score, chart, and term (P/E ratio, beta, factor scores) is explained the first time you see it, in plain English, with no assumed finance background.
Yes. FolioTrend is an AI stock analysis tool that combines real market data with Value, Momentum, Quality, and Growth factor models — the same categories professional analysts use — then has its AI chatbot explain the result in plain English instead of leaving you with a raw number.
Not exactly — FolioTrend isn’t a brokerage and doesn’t execute trades, so it’s not a drop-in replacement for Robinhood. Instead, it connects to the Robinhood (or Fidelity, Schwab, Coinbase) account you already have and adds the research and plain-English analysis layer those brokerage apps don’t provide.
No — FolioTrend focuses on investing and portfolio analysis, not day-to-day budgeting or spending categorization. If you want a best budgeting and investing app combo, pair FolioTrend with your bank’s or a dedicated budgeting app’s spending tools, and let FolioTrend handle the investing side.
FolioTrend sits inside personal finance, but specifically on the investing side — portfolio tracking, health scoring, and analysis — rather than being a general personal finance app that also covers budgeting, bills, or net worth tracking across every account type.
No. FolioTrend isn’t a money manager or robo-advisor and never places trades or moves money on your behalf. It’s a research tool: it shows you what a professional-grade analysis of your portfolio would say, explained in plain English, and you decide what to do with it.
Free to start. No credit card. Cancel anytime.