Agni Folio · United States
The wealth OS for US investors
More than a portfolio tracker: track, plan and hand on everything you own, valued in dollars.
Stocks, ETFs, crypto, real estate and debts in one net worth, in dollars.
NYSE and Nasdaq prices update on their own; Coinbase and Kraken sync read-only.
Plan early retirement with FIRE calculators built on your real numbers.
Everything you own in the United States, and outside it
401(k), IRA and other US accounts
401(k) & 403(b)
Add the balance, or the funds inside it at live prices.
Traditional IRA
Add your IRA and see it in your retirement total.
Roth IRA
Track Roth and Traditional IRAs side by side.
HSA
Count your HSA cash and investments in your net worth.
529 plan
Track a 529 under your child's family account.
CDs & T-bills
Add them with their maturity date and get a reminder before they mature.
Your 401(k) and IRA next to your brokerage
Add a retirement account as one balance, or add the funds inside it and let prices update. Schwab, Fidelity, Vanguard and Robinhood are ready to pick as the place your money sits. Contribution limits are not tracked.
What you owe counts too
Mortgage, student loan, car loan, credit cards and lines of credit sit on the same page as your assets, so the number you see is your real net worth. Payment reminders keep them up to date.
Returns you can trust
See money-weighted returns (XIRR) for each holding and the whole portfolio, so a deposit last month does not look like a gain. Beta against the S&P 500 shows how much each stock moves with the market.
Your AI, your data
Ask Astra, the built-in assistant, about your holdings in plain English, or connect Claude or ChatGPT through our MCP server with access you can revoke at any time. Anything that changes your data asks you first.
Why not just a spreadsheet?
| Feature | Spreadsheet | Agni Folio |
|---|---|---|
| Every account and asset in one view | You copy it in | |
| Prices update by themselves | Some, with formulas | |
| Everything valued in your currency | Your own formulas | |
| Returns that count when money went in (XIRR) | Your own formulas | |
| Reads a statement for you (PDF, photo, CSV) | You paste it in | |
| Hand it on to your family |
United States: frequently asked questions
No. There are no bank logins at all. You add holdings by hand, upload statements for AI to read, or ask the assistant to add them.
Yes, as balances or as the funds inside them at live prices. Contribution limits are not tracked.
No. There are no US tax forms or tax-lot reports. It shows your holdings, returns and net worth.
The free plan tracks everything. Premium is $2.99 a month or $29.99 a year.
Yes. Coinbase and Kraken sync with read-only keys, and you can watch wallets too.
Yes. One of you keeps the records under one login, with an account for each of you, so you see the household total and each person. The couples FIRE calculator plans for both of you.
Guides for the United States
Agni Folio in other countries
🍪 We use cookies to improve your experience
Essential cookies keep the site working and are required for authentication and security.
Analytics cookies help us understand how you use our site (Google Analytics). You can accept all cookies or manage preferences.