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Agni Folio Docs

Quickstart

This guide walks you through signing up, creating your first account, and adding your first investment. Total time: about 5 minutes.

  1. Sign up

    Section titled “Sign up”

    Go to agnifolio.com/signup and sign in with Google. No password to remember; no credit card needed.

  2. Create your first account

    Section titled “Create your first account”

    An account is a container for related investments — for example, your Zerodha demat, your Groww mutual fund folio, or a bank where you hold fixed deposits.

    From the dashboard:

    1. Open Accounts
    2. Click Add Account
    3. Pick a type (Brokerage, Bank, Crypto Exchange, etc.), give it a name, and choose its base currency

    You can add as many accounts as you need. Most users have 3–6.

  3. Add your first investment

    Section titled “Add your first investment”

    From the dashboard:

    1. Click Add Entry on the account you just created
    2. Pick an asset type — Stock, Real Estate, Fixed Deposit, Crypto, Mutual Fund, or Loan
    3. Fill in the details (for stocks, start typing the ticker — Yahoo Finance autocompletes)

    The app pulls live prices automatically. You don’t need to enter today’s price for traded assets.

  4. See your portfolio

    Section titled “See your portfolio”

    Open Portfolio to see everything in one consolidated view. Your holdings table lives at Holdings, performance at Performance, and AI insights at Insights.

What’s next

Section titled “What’s next”