FolioOrb

Local-first portfolio review

See what changed.
Keep the reasoning.

FolioOrb turns holdings, risk, news, and public market context into an explainable review loop—then keeps its queue, receipts, and backups on your machine. Claude is optional. There is no telemetry, brokerage connection, or automatic trade.

Choose how to run itRead the guide
  • Local SQLite
  • No account
  • Claude optional
  • SHA-256 checksums
Source v5.16.1Latest stable release
FolioOrb overview for a fictional demo portfolio, showing known USD value, today's impact, sector exposure, and a local briefing.Known valueLocal read
Real FolioOrb UI · fictional holdings · provider data may be partial

The review loop

Four checkpoints. One record you control.

The interface follows the same path each time, so a read can become a decision trail instead of another dashboard glance.

  1. 01

    Holdings

    Bring the facts together

    Add positions, a strict CSV, or research-only tickers. No brokerage link and no FolioOrb account.

  2. 02

    Local read

    See what changed and why

    Known USD value, exposure, risk, filings, dividends, and news stay tied to their source quality.

  3. 03

    Attention

    Review the work, not the noise

    Review Orbit separates data gaps, thesis work, reminders, comparison, and planning.

  4. 04

    Record

    Keep an evidence trail

    Save receipts, snapshots, readable records, verified backups, or one checksummed review bundle.

Product proof

The useful answer is one you can inspect.

Each major claim below is anchored to a current app surface captured from an isolated fictional profile.

Review Inbox

Attention has a queue—and missing data keeps its name.

Filter All, Data gaps, Needs review, and On the radar without changing the underlying queue or hiding its total.

See this workflow in the docs
Review Orbit Inbox with fictional demo holdings, thesis work, verdict calibration, and an upcoming event.

Plan & Protect

Choose a course without pretending it is a trade.

Set exact basis-point targets, see quote exclusions, rehearse one external-cash USD buy, and export a descriptive snapshot.

See this workflow in the docs
Review Orbit Plan and Protect with fictional target allocations and a read-only buy rehearsal.

Analytics & risk

Numbers stay legible after the headline.

Concentration, drawdown, volatility, beta, correlation, and exposure explain what they cover—and what they cannot.

See this workflow in the docs
FolioOrb risk analytics with a risk-return view, correlation matrix, and concentration detail.

The trust boundary

Local-first, with the network named out loud.

FolioOrb is not offline-only. It makes specific outbound requests for specific jobs, while portfolio state remains local.

Stays on this device

Holdings, costs, notes, thesis text, snapshots, settings, backups, receipts, and cached generated summaries.

Leaves for a named job

Public quotes, history, headlines, and indices are fetched on demand. Bounded lookups go to Yahoo Finance, SEC EDGAR, Treasury, GitHub, news image hosts, and—when configured—Anthropic.

Never becomes a trade

No brokerage connection, order placement, cloud portfolio upload, telemetry, silent FX conversion, or invented zero.

Read the exact provider and Claude payload boundaries →

Current source · v5.16.1

The public surface now matches the hardened review workflow.

This patch refreshes documentation and moves one-line source installs onto a durable profile outside the replaceable code tree. Core portfolio behavior remains the v5.16 hardening release:

  • one checksummed review bundle;
  • responsive CSV provider work and fresh reconciliation;
  • one fail-closed runtime profile;
  • explicit duplicate-row recovery with verified backup and no recorded sale.
Read the release notes

Run it your way

Choose the path that fits this machine.

Every path runs FolioOrb locally. Desktop installers need no Python; the source path supports macOS, Windows, and Linux.

macOS desktop

Apple Silicon · macOS 11+ · DMG

No Python or terminal. The build is ad-hoc signed but not Developer ID signed or notarized, so Gatekeeper warns on first launch.

Open the latest `.dmg`macOS install guide →

One-line source setup

curl -fsSL https://raw.githubusercontent.com/udhawan97/FolioOrb/main/scripts/install-mac.sh | bash
irm https://raw.githubusercontent.com/udhawan97/FolioOrb/main/scripts/install-win.ps1 | iex

Verify before opening

Current v5 releases include `SHA256SUMS.txt`. It detects mismatch against that same release's manifest; Minisign authenticity is not configured.

grep 'FolioOrb-macOS-arm64-v5.16.1.dmg$' SHA256SUMS.txt | shasum -a 256 -c -
Download and checksum details →

Keep going

Start with the app. Keep the evidence close.

Use the guide for first launch, the release page for exact artifacts, and the issue tracker when a documented path does not match what you see.

First reviewGet started →Builds and checksumsAll releases →Something failedOpen an issue →