The modern way to
build wealth

Yes. The free plan covers every asset class, AI statement import, the Astra assistant, FIRE planning and legacy planning with one nominee. Premium adds more accurate import from PDFs, scans and photos, priority AI access and unlimited nominees.

Yes. Upload a PDF, CSV or Excel statement, a photo, or paste the text from your broker, bank or fund house. Password-protected files are supported too. AI reads every row, and nothing is saved until you review and confirm.

Yes, through the statements they email you. You get a personal forwarding address; set up an email filter once and every statement your banks, brokers and fund houses email you is forwarded automatically, read by AI and waits for you to confirm. It works with any bank, broker or fund house that emails you statements, in any country.

Yes. Keep each family member's investments in their own account under one login, and see them together or one person at a time.

Absolutely. We use bank-grade 256-bit encryption to protect your data. We never sell your personal information to third parties. Exchange connections accept read-only API keys only: we check the permissions of each key with the exchange (where the exchange supports it) and refuse keys that can trade or withdraw.

Any bank, broker or fund house that emails you statements: forward them to your Agni Folio address and they import automatically after you confirm. Prices are tracked across 20+ global markets, and crypto balances sync read-only from major exchanges including Binance, Coinbase and Kraken.

Yes, you can manually add any asset class including real estate, private equity, art, and cash to get a complete view of your net worth.