Portfolio Insights

Once you have a few investments tracked, Agni Folio gives you four lenses to understand them: a holdings table, a performance view, AI-generated insights, and a chat agent (Astra).

Holdings table

Open Holdings for a row-per-asset view.

Each row shows:

Quantity — units held
Avg Cost — your weighted-average cost basis (the price you’d “break even” at)
Current Price — live market price
Market Value — quantity × current price, in your preferred display currency
Unrealized G/L — current value minus cost basis
Display Return — total return as a percentage (includes dividends and realized gains)

You can filter, sort, group by asset type, and search. All currency conversion is server-side.

Performance view

Performance shows time-series charts of your portfolio value, broken down by asset class, account, or individual entry. Useful for spotting which positions are dragging your overall return.

AI portfolio insights

Insights is a passive feed — Agni Folio generates summaries of your portfolio every 6 hours, surfacing concentration risks, big movers, dividend events, and rebalancing suggestions. No questions to ask; just open the page and read.

Astra — the AI chat agent

Portfolio Discussion opens Astra, a chat agent that has read-only access to your portfolio data and can also propose mutations (adding entries, editing transactions) that you confirm before they execute.

Examples of what you can ask:

“What’s my exposure to technology stocks?”
“Show me dividend income for the last financial year”
“If I sell my single largest position, what’s the realised gain?”
“Add a new stock entry to my brokerage account” — Astra proposes the entry; you approve before it’s saved.

Every Astra action is logged in an audit trail visible to you and to admin telemetry.

What’s next

Wealth Legacy Planning — the most distinctive feature of Agni Folio
Tracking Investments — refresher on how the underlying data works