Connect Trading 212
Paste a read-only API key once. folli.io syncs your holdings, cash, and history securely, without ever placing a trade on your behalf.
Built for Trading 212
Ask your portfolio anything.
folli.io connects your Trading 212 account to an AI analyst that already knows your holdings, your history, and the market. Research faster. Decide sharper. Skip the spreadsheets.
▲ Read-only API keys▲ Your data stays yours▲ Cancel anytime
app.folli.io / dashboard
£38,204.18
Portfolio value · ▲ £4,182 (12.4%)
NVDANVIDIA
▲ 2.8%VUSAS&P 500 ETF
▲ 0.9%TSLATesla
▼ 1.4%One connectionEvery holding, in contextZero spreadsheetsAn agent that never sleeps
What it does
Three moves. The whole edge.
Simple to set up, hard to give up. Connect once, and the insight tools and agent do the heavy lifting from there.
Enhanced insight tools
Allocation, concentration, exposure, and performance attribution, computed on your real positions and explained plainly.
An agent with context
One assistant primed on your account, workspace, and market context. Ask in plain English and get answers grounded in your numbers.
Scheduled agent
Put your portfolio analyst on a schedule.
Tell folli what to watch, when to check it, and where to send the result. The agent can brief you before the market opens, keep watch during the session, and summarize what changed after the close.
EmailWhatsAppIn-app
Agent task schedule
Portfolio tasks, delivered automatically.
07:15
Pre-market portfolio brief
Overnight moves, futures, earnings, analyst notes, and the stories most likely to affect the positions you actually hold.
12:30
Market pulse
A midday read on indexes, sectors, FX, commodities, and single-name news filtered through your allocation and watchlist.
16:45
Closing readout
What moved your portfolio today, which positions drove P&L, and what changed in risk, cash, and concentration.
Fri
Weekly risk review
A scheduled check on drift, overexposure, upcoming earnings, dividends, and anything the agent thinks deserves attention.
Portfolio agent capabilities
More than a chat box.
The agent behaves like a portfolio operator: watching the right inputs, remembering your reasoning, and turning market noise into work you can act on.
Portfolio-aware news radar
Rank headlines by exposure, not hype. See which holdings, sectors, and currencies each story touches.
Risk and concentration guardrails
Spot portfolio drift, crowded positions, sector dependency, currency exposure, and cash drag before they become surprises.
Earnings and dividend planner
Track upcoming reports, ex-dividend dates, corporate actions, and likely calendar clusters around your own holdings.
Scenario questions
Ask what a rate move, sector selloff, currency swing, or single-stock drop would mean for the portfolio you own today.
Investment journal memory
Keep notes on why you bought, what would change your mind, and how each thesis is aging against real market context.
Broker-aware admin
Find stale cash, missing recurring investments, unusual fees, and account housekeeping without digging through broker screens.
Your portfolio, finally legible.
Most retail investors fly blind between broker screens and browser tabs. folli.io collapses the work into one question box, and an analyst that knows what you hold.
1 key
to connect everything
∞
questions, in plain English
0
trades placed for you
Security
Read-only by design.
folli.io is a lens, not a remote control. We read your account to give you insight. We never move your money.
Read the security modelRead-only API keys
We request the minimum scope. No order placement, no withdrawals, ever.
Encrypted at rest and in transit
Credentials are encrypted and isolated. Revoke access from Trading 212 anytime.
You hold the off switch
Disconnect in one click and control what account context the app can use.
Get started
Stop guessing. Start asking.
Connect your Trading 212 account and put an analyst on every position you hold.