Most portfolio trackers are somewhere you visit once a quarter, wince at, and close. The July update is about the opposite habit: making Agni Folio worth opening every single day — and making sure that when you do, the numbers you see are honest and the nudges you get are actionable.
Three features headline this release: a Daily Reveal on your dashboard, true profit & loss for synced crypto, and reminder actions that let you close a reminder instead of just reading it. Here's what shipped, why we built each one, and how to use them.
Daily Reveal: your portfolio's daily pull
Open your dashboard and the first thing you'll see is new: a slim strip with today's insight — one fresh, AI-generated observation about your portfolio — and a check-in streak that grows every day you show up.
Insights are specific, not horoscopes. Things like: "Your CC position makes up 42.8% of your assets, the largest single holding you have." One sentence, recalculated daily from your actual holdings — concentration, drift, momentum, an unusually quiet position. The kind of observation you'd want a sharp friend to make while looking over your shoulder.
Alongside it, your Financial Independence card now counts down the days to your freedom date, with a trend sparkline showing whether that date is moving closer or drifting away. Progress toward FIRE stops being an abstract percentage and becomes a number that visibly responds to what you do: you are N days from financial freedom, and yesterday you were N+12.
Deliberately quiet
A word on what the Daily Reveal doesn't do, because it's the part we debated most:
- No push notifications. The streak rewards showing up; it never nags you to. Your first visit of the day records the check-in automatically — there's nothing to tap and no guilt mechanic.
- Never blocks your dashboard. If the insight service is slow or down, the strip simply doesn't render. Your net worth never waits on it.
- Fully optional. The insight strip and the countdown have separate visibility toggles in your dashboard section settings — hide either, or both, and the dashboard returns to exactly what it was.
True crypto P&L: balances were never the whole story
Since we launched crypto exchange sync (KuCoin, Binance, Kraken, OKX), Agni Folio has shown you what your coins are worth. But worth without cost basis is only half an answer. Up 40% or down 60%? A balance can't tell you — and for anyone who accumulated across dozens of buys, reconstructing what they actually paid is exactly the spreadsheet job nobody does.
This release closes that gap. Your synced exchange holdings can now carry a real cost basis, which means Astra can answer the question you actually care about: what's my unrealized profit or loss?
Three ways to get your cost basis in
- Tell Astra what you paid. "I bought my BTC at an average of $52,000" — one chat message records it. You confirm the card, it's saved.
- Let Astra recover it for you. If you're on KuCoin, ask Astra to recover your cost basis and it pages back through your recent trade history (roughly the last three months of fills), reconstructing your average buy price per coin automatically. No manual entry.
- Then just ask. "What's my crypto P&L?" returns per-coin cost basis, current value at the latest synced prices, and unrealized gain/loss — the same numbers a spreadsheet would have taken you an evening to build.
Margin, included
If you trade on margin, your recent-trades view now includes cross and isolated margin trades alongside spot — so the trading activity Astra sees is your actual activity, not just the spot slice of it.
We also spent real time this month on sync reliability: stored balances can no longer be wiped by an empty or partial response from an exchange having a bad day. If an exchange API flakes, your last good data stays put.
Reminder actions: done means gone
In our last update we shipped Entry Reminders — nudges before a fixed deposit matures, a loan payment is due, or a holding is due for review. They worked. They also had a flaw every to-do app solved decades ago: you could read a reminder, but you couldn't finish one. Pay the EMI, and the reminder just… sat there.
Reminders now come with action buttons, right where the reminder appears — your notifications list, the entry's detail page, and insurance policy pages:
- Mark paid — for recurring payments and premiums. Advances the reminder to the next due date automatically.
- Mark reviewed — for periodic holding reviews. Advances a yearly review to next year, or clears a one-off.
- Mark matured — for deposits and policies that reached their date. Renew with a new maturity date, or close it out for good.
- Snooze 7 days — not ready to deal with it? It disappears and comes back in a week.
Resolved reminders leave your notifications list entirely. The goal is a zero-inbox feeling for your financial obligations: everything on the list is something that still needs you.
Also in this release
- A more agent-ready Agni Folio. The platform now publishes standard discovery endpoints for AI agents, serves agent-friendly markdown versions of key pages, and exposes on-page tools (like the FIRE calculator) that browser-based agents can call directly. If you point an AI at Agni Folio, it finds its footing much faster.
- Legacy .xls import. Portfolio files exported by older tools (including ET Portfolio's .xls format) now import cleanly — no conversion step.
- High-interest savings finder, refreshed. Our high-interest products tool now carries July 2026 rates across Singapore, India, and the US.
Try it
Everything above is live now:
- Open your dashboard — the Daily Reveal is already waiting, and your streak starts today.
- Crypto synced? Ask Astra: "Recover my cost basis, then show me my crypto P&L."
- Check your notifications — anything with a reminder now has buttons on it.
The full release history is on our changelog. If the Daily Reveal makes you check your portfolio one more day a week than you used to, we'd call that a win — tell us either way.
