📁 Folio — Portfolio Manager

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CURRENT NET WORTH

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Liquid

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Accounts

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Snapshots

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📈 Timeline & Snapshots

🏦 Accounts

💵 Income

Net Worth Over Time

Snapshots

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Date	Label	Total	Liquid	Δ vs Prev	Δ %

Tracked Accounts

Name	Type	Liquid	Linked Portfolio	Latest Value	Live Value

Annual Income History

Year	Total	YoY Δ

THIS YEAR

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+ — income · - — expense

Transactions

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Avg / Day

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Net flow

📊 Overview

📒 Transactions

🏷 Categories

📥 Imports

Income vs Expenses (Monthly)

Expenses by Category

Category Breakdown

Category	Type	Total	Count	Avg	% of Type

Date	Description	Category	Account	Amount

Expense Categories

Income Categories

CSV Import History

Imported	Filename	Format	Rows

All Portfolios

Total Value

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Total Cost

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Total P&L

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Positions

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📊 Holdings

📈 Analysis

ADD POSITION

Symbol

Cost Basis / share

Target Weight %

simple: symbol, shares, cost_basis — or broker export CSV

Symbol	Action	Portfolio	Price	Day %	Value	Cost/sh	P&L	P&L %	Weight	Target %	+/- Weight	± $	Notes	Shares	Del

All Retirement Accounts

Total Value

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Total Cost

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Total P&L

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Positions

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📊 Holdings

📈 Analysis

Symbol	Action	Portfolio	Price	Day %	Value	Cost/sh	P&L	P&L %	Weight	Target %	+/- Weight	± $	Notes	Shares	Del

👁 Watchlist

🛒 Buy List

👁 Watchlist

Symbol	Buy	Price	Day %	Target	Stop Loss	Notes	Added	Actions

🔁 Trade List

Holdings flagged Buy or Sell — pick a portfolio below

Portfolio:

🌐 Market Overview

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3-Month Charts

📰 Market News

Auto 5min

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Notes

📝

Select a note or create a new one.

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Sector

Day Range

52-Week Range

📈 Price Chart SMA20 SMA50 EMA200 Bollinger Volume

🧭 Stage Analysis Stan Weinstein · weekly / 30-week MA

Analyzing trend stage…

📊 Quant Rating composite + factor grades · momentum-leaning

Scoring fundamentals & trend…

💰 Fundamentals Overlay P/E × P/S × P/FCF ×

Implied fair-value bands using TTM earnings, revenue/share, and FCF/share × your chosen multiples — overlaid against actual price (last 5 years).

📊 Your Position

Not in any portfolio.

📝 Linked Notes

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✏️ Stock Note

🎯 Analyst Targets & Ratings

🏢 Company Info & Fundamentals

🏦 Insider Roster & Recent Transactions

📰 Recent News

Net Worth Timeline

Sections

Asset Allocation

Annual Income

Top Holdings

Recent Transactions

Net Worth Over Time

Snapshots

Tracked Accounts

Annual Income History

Income vs Expenses (Monthly)

Expenses by Category

Category Breakdown

Expense Categories

Income Categories

CSV Import History

No Portfolios Yet

All Portfolios

Allocation by Weight

Allocation by Sector

Other Investments

No Retirement Accounts Yet

All Retirement Accounts

Allocation by Weight

Allocation by Sector

Other Investments

👁 Watchlist

🛒 Watchlist Buy List

🔁 Trade List

No Portfolio Available

🌐 Market Overview

3-Month Charts

📰 Market News

📊 Your Position