PRIVATE BETA
Your portfolio, briefed.
AI briefings tailored to your investing strategy — every holding analyzed with a clear action call, key levels, and sizing guidance. In your inbox before market open.
Private beta. Request access by DMing @foliobrief_io on X.
How it works
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.
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
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.
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: Volatile · F&G: 26. 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
Now Available
Simple, transparent pricing
Start free. Upgrade when you're ready.
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
- Advanced AI (Sonnet)
- Everything in Smart
- Priority email delivery
- Strategy presets
- Custom AI instructions
Free plan is permanently free. Paid plans coming soon — early users get first access.
FAQ
Frequently Asked Questions
FolioBrief delivers a daily AI-powered briefing about the stocks and ETFs in your portfolio. Each morning you get a concise, personalized summary of what moved overnight, upcoming earnings, analyst upgrades/downgrades, and key news — so you stay informed without spending an hour reading financial news.
You connect your brokerage account (read-only access) or manually enter your holdings. FolioBrief never executes trades — it only reads your positions to personalize your briefing.
No. FolioBrief provides AI-generated information summaries for educational and informational purposes only. Nothing in the briefings constitutes investment advice or a recommendation to buy or sell. Always consult a qualified financial advisor.
Yes — the Free plan is permanently free. You can track up to 5 positions and receive a weekly briefing with no credit card required. Paid plans with daily briefings and advanced AI analysis are coming soon.
Currently we support manual portfolio entry and select integrations. Full brokerage connection support is coming in upcoming updates.
Daily, delivered to your inbox before market open (6–8 AM in your timezone).
Beta Feedback
What beta users are saying
Finally a briefing that cuts through the noise. I read it every morning before the market opens.
M.K.
Private investor
Saves me at least 30 minutes of research every day. The earnings calendar alone is worth it.
T.H.
Self-directed trader
I missed too many earnings surprises before. Now I'm always prepared.
S.L.
Long-term investor
Early beta feedback. Real names withheld.
Get started free
Ready for smarter mornings?
Create your free account and receive your first portfolio briefing today.