Professional wealth management
for modern investors
Comprehensive wealth management tools designed for investors at every level of their financial journey. Track your wealth, plan your FIRE journey, and secure your legacy with professional precision.
Professional Wealth Management
Comprehensive wealth management tools designed for investors at every level of their financial journey. Track assets, liabilities, and net worth across multiple accounts and investment vehicles with professional precision.
Astra AI Chat — Talk to Your Portfolio
Chat with Astra like a finance copilot. Ask questions about your holdings, run scenarios, and — uniquely — paste any broker statement (PDF, CSV, or text) directly into the chat. Astra parses the document inline and proposes the buy / sell / dividend transactions as a confirmable card, so you import without ever leaving the conversation. Same pattern you see in Finance AI tools, brought into your wealth tracker.
FIRE Progress Tracking
Monitor your journey to Financial Independence, Retire Early with advanced tracking tools. Set FIRE goals, track savings rate, and visualize your path to financial freedom with precision.
Legacy Transfer
Ensure your loved ones are never left in the dark about your finances. Designate trusted nominees and automatically share your portfolio, insurance, and account information if you become inactive or on a scheduled date.
Professional Analytics
Access advanced analytics with detailed performance metrics, risk analysis, and portfolio optimization tools designed for sophisticated wealth management.
Automated Cryptocurrency Exchange Synchronization
Seamlessly connect and synchronize your cryptocurrency holdings from major exchanges including Binance, Coinbase, Kraken, and more. Automated hourly synchronization ensures your crypto portfolio is always up-to-date with real-time balances and USD valuations.
Comprehensive Insurance Management
Track and manage all your insurance policies in one place. Monitor coverage, premiums, and beneficiaries. Seamlessly transfer insurance information to trusted persons and beneficiaries as part of your legacy planning.
Bank-Grade Security
Your financial data is protected with enterprise-level security including 256-bit encryption, secure authentication, and privacy-first architecture.
Global Market Support
Built for international investors. Track your wealth across 20+ major global markets with real-time currency conversion and multi-currency support. Primarily serving investors in USA, Singapore, and India, with comprehensive support for global portfolios.
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India
INR
🇸🇬
Singapore
SGD
🇺🇸
United States
USD
🇮🇳
India
INR🇸🇬
Singapore
SGD🇺🇸
United States
USD🇦🇺
Australia
AUD🇧🇷
Brazil
BRL🇨🇦
Canada
CAD🇨🇳
China
CNY🇪🇺
European Union
EUR🇭🇰
Hong Kong
HKD🇯🇵
Japan
JPY🇲🇾
Malaysia
MYR🇳🇿
New Zealand
NZD🇨🇭
Switzerland
CHF🇹🇭
Thailand
THB🇦🇪
United Arab Emirates
AED🇬🇧
United Kingdom
GBP🇻🇳
Vietnam
VNDReal-time currency conversion across all supported markets • 17 currencies available in platform • Daily exchange rate updates • Multi-currency portfolio views
Didn't find the feature you were looking for?
Tell us what you need. We're a small team that ships fast — most requested features ship within a week of the conversation. No roadmap committee, no quarterly planning cycle — just a direct line to the people building the product.
Typical turnaround: 3–7 days for well-scoped requests.Ready to Start Your Wealth Journey?
Join thousands of investors who trust Agni Folio for professional wealth management and financial planning. Sign up today to get started.
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