Product documentation · Every feature, explained
Welcome to Agni Folio
Track every investment you own — across every market and currency. Stocks, real estate, fixed deposits, crypto, mutual funds, and loans, unified into one net-worth view with AI insights and wealth legacy planning built in.
The platform
What Agni Folio does
Track every asset class
Stocks, real estate, fixed deposits, crypto, mutual funds, and loans — one net-worth view across currencies with live exchange rates.
Auto-sync your banks and brokers
Get a personal forwarding address. Statements your banks, brokers and fund houses email you are forwarded automatically, read by AI and added once you confirm.
AI portfolio insights
Astra answers questions about your holdings, suggests rebalances, and explains performance in plain language.
Wealth legacy planning
Nominee setup, alive checks, and inactivity-based transfer triggers so your nominees can reach what you have built.
Built for global investors
Live equity and crypto prices plus real-time FX — a unified portfolio whether you invest at home, abroad, or both.
Where to start