Implemented beta features
Financial review with its working attached.
Folli currently supports Trading 212 only. These are implemented product capabilities—not a roadmap presented as finished software.
Connect demo or live account, portfolio, metadata, and history read scopes. Credentials use versioned AES-GCM encryption and remain revocable.
Folli caches valuations and holdings, backfills orders, dividends, and transactions, and derives a normalised ledger without changing provider evidence.
A seven-day review separates external cash flows from account-value change, calculates income return, XIRR, and total return (TWR) only when evidence is sufficient, and keeps FX attribution explicitly unavailable otherwise.
Initial rules cover concentration, material costs, significant captured drivers, and stale or incomplete data. Findings can be reviewed, snoozed, dismissed, resolved, or reported as incorrect.
Every review fact exposes its definition, as-of time, calculation version, completeness, warnings, and supporting source records.
The read-only copilot explains the latest deterministic review and is instructed to cite fact markers for numerical financial claims. It does not provide personalised trade instructions.
Current boundaries
Folli does not place trades, rank live news, send scheduled market briefs, provide regulated advice, or yet model goals and scenarios. Return and attribution metrics remain explicitly unavailable when the cached data cannot support them reliably.