Less Screen Time. Less FOMO.
Smarter, Faster Moves.
Smarter, Faster Moves.
Team up with your AI squad and verified traders.
Get the democratized intelligence that trims the grind and lifts your next move.
Team up with your AI squad and verified traders.
Get the democratized intelligence that trims the grind and lifts your next move.
World’s First
World’s First
Portfolio-Aware Intelligence Platform
Portfolio-Aware Intelligence Platform
for Retail Investors
for Retail Investors
Explore our Trustworthy Intelligence Operating Systems
Explore our Trustworthy Intelligence
Operating Systems
Unique AI Agent Solution
Your AI squad fans out across filings, flows, charts, and social—plus any sources and strategies you plug in—then reports back with clean digests and real-time alerts.
Layer in verified traders for context and confidence. Less doomscrolling, more signal.
Your AI squad fans out across filings, flows, charts, and social—plus any sources and strategies you plug in—then reports back with clean digests and real-time alerts.
Layer in verified traders for context and confidence. Less doomscrolling, more signal.
Chaos in Social Trading?
Chaos in Social Trading?
Folio Brings Order
Folio Brings Order
A one-stop intelligence stack for your trading ventures
A one-stop intelligence stack for
your trading ventures
Event Subscriptions
Event Subscriptions
Stay prepped for earnings, macro prints, and catalysts with portfolio-aware agent briefings
Pre-market briefs + what-ifs
Post-event follow-ups with actions
Stay prepped for earnings, macro prints, and catalysts with portfolio-aware agent briefings
Pre-market briefs + what-ifs
Post-event follow-ups with actions
Portfolio/Watchlist Monitor
Portfolio/Watchlist Monitor
Live watchlists and holdings with agent eyes on. No more missing any buy-in or sell-off
Anomaly detection & level alerts
One view, tailored to you
Live watchlists and holdings with agent eyes on. No more missing any buy-in or sell-off
Anomaly detection & level alerts
One view, tailored to you
Real-Time Alerts
Real-Time Alerts
Get nudges when it matters—earnings, macro, technical breaks, unusual flow, social spikes, and more
Event-linked + in-feed alerts
Noise-reduced to curb FOMO
Get nudges when it matters—earnings, macro, technical breaks, unusual flow, social spikes, and more
Event-linked + in-feed alerts
Noise-reduced to curb FOMO
Verified Influencers
Verified Influencers
Follow vetted traders with transparent records; AI digests their takes for your context.
Human trust layer on AI signal
Fraud-resistant, creator friendly
Follow vetted traders with transparent records; AI digests their takes for your context.
Human trust layer on AI signal
Fraud-resistant, creator friendly
Strategy Lab (DIY Agents)
Strategy Lab (DIY Agents)
Spin up and edit agents for technical, event-driven, fundamental, social media tracker and more—no code
Mix sub-agents on your way
Test, iterate, and keep what works
Spin up and edit agents for technical, event-driven, fundamental, social media tracker and more—no code
Mix sub-agents on your way
Test, iterate, and keep what works
AI Reviews & Coaching
AI Reviews & Coaching
After-hours trading reviews highlight patterns, risk/return by strategy, and next-step coaching
Flexible periodic review that suits your trading style
After-hours trading reviews highlight patterns, risk/return by strategy, and next-step coaching
Flexible periodic review that suits your trading style
Risk & Guardrails
Risk & Guardrails
A supervising risk agent keeps an eye on exposure and discipline as signals roll in
Position/risk limits awareness
Explainable rationales for alerts
A supervising risk agent keeps an eye on exposure and discipline as signals roll in
Position/risk limits awareness
Explainable rationales for alerts
Meet Our Team
Meet Our Team
Built by Traders who are also both Finance Veterans and Machine Learning Pioneers.
Built by Traders who are also both Finance Veterans and Machine Learning Pioneers.
Our Story
Our Story
New to NYC and squeezed by tuition and rent, Johnna opened her first brokerage account in Sep 2024. Early on she lost money—chasing meme stocks on WSB brought volatility, not results. She switched gears: shadowed serious traders, joined paid communities, built a rules-driven routine, and iterated. By 1H25, she reported a +344% personal return.
The takeaway: social trading is noisy, screen-time heavy, and FOMO-prone. So she teamed up with Guang to build Folio—a portfolio-aware, multi-agent intelligence layer with verified traders on top, so retail investors spend less time scrolling and make clearer calls.
New to NYC and squeezed by tuition and rent, Johnna opened her first brokerage account in Sep 2024. Early on she lost money—chasing meme stocks on WSB brought volatility, not results. She switched gears: shadowed serious traders, joined paid communities, built a rules-driven routine, and iterated. By 1H25, she reported a +344% personal return.
The takeaway: social trading is noisy, screen-time heavy, and FOMO-prone. So she teamed up with Guang to build Folio—a portfolio-aware, multi-agent intelligence layer with verified traders on top, so retail investors spend less time scrolling and make clearer calls.
Johnna Liu
CEO
+344% YTD 1H25 (S&P500 +6%)
Goldman Sachs TMT IBD Cornell CS
Johnna Liu
CEO
+344% YTD 1H25 (S&P500 +6%)
Goldman Sachs TMT IBD Cornell CS
Johnna Liu
CEO
+344% YTD 1H25 (S&P500 +6%)
Goldman Sachs TMT IBD Cornell CS
Guang Yang
CTO
UW CS PhD
Tsinghua Yao Class
Olympiad Infomatics Gold Medalist
Guang Yang
CTO
UW CS PhD
Tsinghua Yao Class
Olympiad Infomatics Gold Medalist
Guang Yang
CTO
UW CS PhD
Tsinghua Yao Class
Olympiad Infomatics Gold Medalist
Trusted by Professionals
