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Browse our complete collection of 43 financial insights and guides.
How to Track Your Net Worth: A Free Personal Finance Course for Beginners
A free, public course on the only personal-finance number that cannot be gamed by moving money around. Fifteen short lessons on net worth, one clear picture of what you own, and what to do with it — including the part that is for the people who would have to find it later.
Coast FIRE for Couples: How to Reach the Point Where You Never Have to Save Again
Coast FIRE for couples explained: the formula, worked examples by age, and a five-step plan to reach the point where compound growth funds your retirement without another dollar saved. Includes a free couples Coast FIRE calculator.
How to Track Separately Managed Accounts (SMAs) Alongside Your 401(k), ETFs & Stocks
A comprehensive guide for HNW investors on tracking Separately Managed Accounts (SMAs). Covers direct indexing, tax-loss harvesting wash sale risks, TWRR vs XIRR, and multi-asset consolidation.
How to Consolidate & Track PMS (Portfolio Management Services) Performance in India
A complete HNWI guide to consolidating and tracking Portfolio Management Services (PMS) in India. Covers SEBI guidelines, TWRR vs XIRR returns, tax impact, and multi-asset tracking.
The FIRE Number for High-Cost US Cities (2026): Bay Area, NYC, Seattle & Austin
National FIRE advice breaks down in expensive US metros. Here is how to build your number from components for the Bay Area, NYC, Seattle and Austin -- and the three levers worth more than your savings rate.
July 2026 Update: Daily Reveal, True Crypto P&L, and Reminders That Close the Loop
The July 2026 release makes Agni Folio a daily habit: a Daily Reveal strip with AI insights and a check-in streak, true cost-basis P&L for synced crypto exchanges (with automatic recovery from trade history), and reminder actions — mark paid, reviewed, or matured, or snooze for a week.
Connect Your Own AI to Agni Folio: The MCP Server Is Live
Point Claude Desktop, Cursor, Cline, or any MCP-compatible client at https://agnifolio.com/mcp and your AI can read your holdings, run analytics, and propose transactions — under scoped, revocable OAuth, with a full audit trail.
Best Multi-Asset Portfolio Management Tools 2026
A short, opinionated 2026 buyer's guide to the best multi-asset portfolio management tools for cross-border investors, HNIs, and FIRE households. Compares Agni Folio, Kubera, Empower, and spreadsheets across the five capabilities that actually matter in 2026.
Money Crew: A Private, Anonymous Investing Accountability Group for Friends and Family
Money Crew is a private, invite-only investing accountability group of up to 10 friends or family members. Compare Financial Independence progress, XIRR, and weekly investing streaks — percentages only, never balances. Built for the gap between public Reddit threads and family WhatsApp groups, with privacy guarantees that let you actually be honest with the people you trust.
NRI Investment Tracker: India & Global Portfolio
Track your Indian mutual funds, FDs, real estate, and NRE/NRO accounts alongside US 401k, stocks, and crypto in one dashboard. Multi-currency XIRR, real-time conversion across 150+ currencies, and legacy transfer built for NRIs.
Portfolio Tracker Comparison 2026: Best Apps
An honest, detailed comparison of six popular portfolio trackers in India for 2026: Agni Folio, INDmoney, Kuvera, MProfit, Value Research, and Groww. Feature tables, use-case recommendations, and a clear verdict.
Track All Investments in One Place: 2026 Guide
Your investments are scattered across Zerodha, Kuvera, Binance, bank FDs, and paper insurance policies. Learn how to consolidate everything into one place for accurate returns, better tax planning, and family financial security.
Best Free Portfolio Tracker for India 2026
A comprehensive comparison of the best free portfolio trackers for Indian investors in 2026, covering multi-asset tracking for NSE/BSE stocks, mutual fund SIPs, FDs, real estate, crypto, and insurance with XIRR calculations and NRI multi-currency support.
7 Reasons Most Portfolio Trackers Fail Investors
Most portfolio trackers fail at the fundamentals: single-asset blindness, misleading return calculations, no currency support, zero legacy planning, tax nightmares, backward-only views, and privacy risks. Here are the 7 structural failures and what actually works.
From Debt to FIRE: A Couple's 10-Year Roadmap to Financial Freedom
A practical 10-year roadmap for couples to go from significant debt to financial independence. Five clear phases covering emergency funds, debt elimination, wealth building, and the FIRE transition with specific budgets, milestones, and strategies.
The FIRE Number for Couples: How to Calculate It
Learn exactly how to calculate your couple FIRE number with this step-by-step guide. Covers healthcare bridging, Social Security optimization, withdrawal strategies, long-term care planning, and the complete formula for two-person financial independence.
Single-Income Couples FIRE: One Income, Two Dreams
Single-income couples can absolutely achieve FIRE. Learn the strategies, tax advantages, and practical roadmap for reaching financial independence on one paycheck, including the hidden benefits most people overlook.
Net Worth Ranking Finder: AI Financial Comparison
Compare your net worth percentile by age, gender, and country using advanced AI analysis of public financial data. Discover where you stand financially and gain insights into wealth distribution patterns.
FIRE Calculator for Couples 2026: Joint Planning
Learn how to calculate FIRE as a couple with our comprehensive guide. Discover sequential FIRE strategies, healthcare planning for two, Social Security optimization, and use our free couples FIRE calculator to plan your joint path to financial independence.
The Complete Guide to Smart Investing: From Fundamentals to Advanced Strategies
A comprehensive guide to smart investing covering fundamentals, asset classes, risk management, and advanced strategies from a professional wealth manager.
The Wealth Manager's Guide to Portfolio Tracking: 15 Years of Hard-Won Lessons
Real-world insights from managing $2.8B+ in client portfolios: the tracking systems and metrics that separate amateur from professional wealth management.
Beyond 60/40: Modern Asset Allocation for a Multi-Polar World
Why traditional 60/40 portfolios failed in 2022 and how to build modern, globally-diversified allocations that work in today's multi-polar world.
FIRE Reality Check: 47 Early Retirees' Lessons
The reality of early retirement from a wealth manager who guided 47 clients to FIRE. Discover the math, the pitfalls, and the psychological challenges that spreadsheets ignore.
Tax Alpha: How I Generate 1.5-2.8% Annual Returns Through Tax Optimization
How systematic tax optimization generates 1.5-2.8% annual alpha through asset location, tax-loss harvesting, and advanced withdrawal strategies.
From Zero to Portfolio: A Wealth Manager's Step-by-Step Guide for New Investors
Build your first investment portfolio with confidence. A wealth manager's step-by-step guide covering asset allocation, low-cost index funds, tax-smart account selection, and avoiding common beginner mistakes.
Advanced Rebalancing: How I Generated 0.8-1.4% Annual Alpha Through Systematic Optimization
Advanced rebalancing techniques that generate 0.8-1.4% annual alpha through systematic volatility harvesting and tax optimization.