Connect your Robinhood, Fidelity, or Schwab account and get AI-powered stock analysis anyone can understand — no finance degree, no jargon, no guesswork.
No credit card required · Cancel anytime · Not financial advice
Total balance
$48,219.55
FolioTrend is an AI investing app that connects to your Robinhood, Fidelity, Schwab, or Coinbase account and explains your portfolio in plain English. It combines real market data with AI-assisted analysis — a portfolio health score, factor scoring, backtesting, and stock screening — so you get institutional-grade research without needing a finance background.
FolioTrend is built for beginner and self-directed investors — people who already have (or are starting) a brokerage account and want to actually understand what they own, not just watch the number go up or down. No prior investing experience or finance knowledge is required.
Every score and chart is explained the first time you see it — no unexplained jargon like P/E ratio or beta. FolioTrend imports your existing portfolio automatically, gives you a single health score per position, breaks that score down into Value/Momentum/Quality/Growth factors, and lets you simulate how a stock might perform before you buy more of it.
The problem
The fix
One toolkit for research, tracking, and learning as you go — built so you don't need a finance background to use it.
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.
Backtest an idea against real history first — see how it would have actually performed.
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.
Factor scores and a portfolio health score, computed fresh and explained as you go.
Act on real numbers, not a feeling — you're always the one who decides.
Start free. Each tier adds on top of the one before it — no surprises.
Monthly and yearly plans can be cancelled anytime — you'll keep your data. Lifetime is a one-time charge, 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 — the strategy backtester 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 and watchlist tracking, live quotes, and the earnings calendar — no card required.
The full toolkit: AI-assisted insights, the screener, strategy backtester, strategy marketplace, and risk mapping.
Free to start. No credit card. Cancel anytime.