01
Import
One CSV. Nothing connected.
holdings.csvupload
symbol,shares,cost
ORCA,40,118.20
HLX,300,19.40
LUMA,12,171.05
FERN,85,70.10
QRTZ,900,4.02
✓ 5 rows read · nothing connected
Research only · Not a broker
Scored, mapped, explained.
How it works
One CSV. Nothing connected.
Four factors. One score.
ORCA · 72/100
A range, not a guess.
Plain English. Your call.
Research only · No trades placed
Signal
Features
Price, range, move.
Concentration, flagged early.
Who reports this week.
Your mix, one ring.
Two days
Sample portfolio
74+6
Hot CPI. Rate-sensitive names dip.
ORCA beat. Momentum up.
Pricing
21 days free. No card.
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.
If FolioTrend ever shuts down, Lifetime plan holders will be refunded 50% of their purchase price.
Cancel monthly or annual plans anytime. Prices in USD.
FAQ
A research tool for your portfolio. Import your holdings from a CSV and FolioTrend scores each one, maps your risk and explains it in plain English.
No. Everything here is for informational and research purposes only. The decision is always yours.
No. FolioTrend is not a broker or an investment adviser. It never places trades, holds funds or connects to your brokerage account. You import a CSV, and that’s it.
Free to start. Every research agent is free for your first 21 days, with no card required. Pro unlocks unlimited access after that.