Local-first portfolio intelligence

Your portfolio, finally speaks back.

FolioOrb turns holdings, risk, news, and market context into plain-English portfolio reads — running entirely on your machine. Claude-optional, built for trust.

Install FolioOrbBrowser · macOS · Windows

View Docs GitHub Release Notes

Local-first
Claude optional
Open source
SHA256 verifiable

Know what changed. Understand why. Decide what to do next.

VOOMSFTSCHDNVDA

VOOCore ETF18 sh

MSFTStock22 sh

SCHDDividend ETF60 sh

NVDAWatchlistwatch

β 0.85HHI 21Tech 17%3 headlinesrisk-on

VOOHOLD

Tracking its index closely — nothing here needs action today.

S&P 500 −0.48%Vol 0.6× avg

1
Add your holdings
Type them in, import a CSV, or start a watchlist — no brokerage link, no sign-up. Turn on Claude and it maps almost any broker export onto the template for you.
Drop in VOO and AAPL, or hand me a messy broker CSV — no awkward data-hostage situation.
2
It reads the whole picture
Exposure, risk, concentration, news, and market regime — computed on-device.
I checked risk, concentration, headlines, and whether your “diversification” is just tech in a trench coat.
3
You get plain-English answers
Verdicts, drivers, and themes in language you can act on. Turn on Claude for narrated briefings.
Here’s the read: what changed, why it matters, and what to consider next.

Every claim, with the product behind it.

Risk analytics

See the risk behind the return

Scatter, correlation, concentration, and drawdown — every number explained in a plain-English line beneath it.

Concentration check: five sectors, one ego.

FolioOrb risk analytics: risk-return scatter, correlation matrix, and concentration dial.

Hold / Add / Trim / Exit

A verdict for every position

Open a holding and its intelligence panel unfolds — rating, drivers, and what moved it today.

Demo data · looping

News themes

Headlines, mapped to your holdings

Grouped, deduplicated, and themed — only the news that touches what you own or watch.

Demo data · looping

I read the news so it doesn’t read you.

Local-first · live context

Runs on your machine. Watches the whole market.

Quotes, history, market regime, and world indices — computed and cached locally. Your database never leaves your laptop. And if the market's unreachable, it keeps your last-known values instead of flashing a scary $0.

Your data stays home. The market comes to you.

Your machinelocal · encrypted at rest

Market regime · Risk-on

Claude, optional

Local by default. Narrated when you want.

Add an Anthropic key for briefings, action plans, and news themes. Everything else never needed it.

I’m eloquent either way. Claude just adds adjectives.

LocalClaude

VOO — Hold. Tracking its index; nothing needs action.

VOO held its ground as the index drifted — a calm anchor on a choppy Tuesday. Nothing here demands a move; your core is doing exactly its job.

DCA · simulated locally

Auto-invest, mirrored on your machine.

Set a ticker, a dollar amount, and a cadence. Each interval books a buy at that day’s real close into a review bucket — nothing touches your holdings until you tap Apply, and every apply can be undone. No brokerage login, ever.

I don’t touch your book. I just leave the buys on your desk to sign.

VOO$50 · weekly3 to review

Jul 060.0724 sh @ $690.62ApplySkip

Jun 290.0734 sh @ $681.01ApplySkip

Jun 220.0731 sh @ $684.11applied

Demo data. Real workflow.

Demo holdings only · no real portfolio required

HoldingTypeAllocationVerdict

VOO Vanguard S&P 500Core ETF54.1%Hold

MSFT MicrosoftStock37.4%Buy

SCHD Schwab US DividendDividend ETF8.5%Hold

NVDA NVIDIAWatchlist—Research

RiskModerate · β 0.85×

Sector tiltTechnology 17%

ConcentrationWell spread · HHI 21

News themeDividend income

Risk, news, exposure, and market context — translated into plain English.

Open source. Traceable builds. Your data stays on your machine.

Every build is traceable

Each download links back to its Release, the commit it was built from, and the Actions run that produced it.

Your data stays local

Holdings and config live in SQLite and a local .env. Market data comes from Yahoo Finance; Claude is called only when you enable it.

Verify your download

Each release ships a SHA256SUMS.txt. Check your file before opening it:

shasum -a 256 -c SHA256SUMS.txt

Get FolioOrb — however you like to run it.

Three ways in, one app. Whichever you pick, your holdings and settings stay local on your machine.

In your browser

macOS · Windows · Linux

Run it locally from source. One script, then it opens at localhost:8000 — no installer, and nothing leaves your machine.

See the commands ↓Build-from-source guide →

macOS app

arm64 · Apple Silicon

A native app window — no terminal, no Python to install. macOS 11 Big Sur and newer.

Download .dmg Install guide →

Windows app

x64 · Windows 10/11

A clean per-user installer — no admin rights, and it uninstalls cleanly.

Download .exe Install guide →

folioorb — zsh

❯ git clone https://github.com/udhawan97/FolioOrb.git❯ cd FolioOrb❯ ./scripts/setup.sh# venv + deps + first run → localhost:8000

# one-line install (reads the latest release)❯ curl -fsSL https://raw.githubusercontent.com/udhawan97/FolioOrb/main/scripts/install-mac.sh | bash# FOLIO_REF=latest-main … for the dev channel

# PowerShell — one-line install❯ irm https://raw.githubusercontent.com/udhawan97/FolioOrb/main/scripts/install-win.ps1 | iex

Every path is the same FolioOrb — a compact FastAPI + SQLite app with no frontend build step. The one-line installers set up Python and drop a desktop shortcut for you; from-source hands you the whole repo to pull apart.

Every release ships checksums.

shasum -a 256 -c SHA256SUMS.txt

Releases & versioning →Latest-main build →GitHub repository →

Early desktop builds aren’t code-signed yet, so macOS and Windows show a first-launch warning — expected for an open-source app. The install guides show exactly what you’ll see and how to get past it.

Updates that ask first — and never risk your data.

FolioOrb keeps itself current the calm way: it tells you when there’s something new, backs up your portfolio before touching anything, and never installs without your go-ahead.

Update available≈ 38 MB · relaunch

Installedv5.5.0Latestv5.6.0

Safer, backup-integrated updates
One-click restore of the previous version
Fixes & quiet refinements

Your holdings and settings are backed up before anything installs.

Update NowLater

It notices, quietly
A gentle check shortly after launch and about once a day. You’ll see a calm Update available — nothing downloads until you choose.
Your data is backed up first
A verified snapshot of your database and settings is taken before installing. If it can’t be made, the update pauses rather than risk your holdings.
Every download is verified
Each file is checked against the checksums published with its release. A corrupted or interrupted download is rejected or resumed automatically.
Roll back in one click
Restore the previous version anytime from Settings. If the app ever won’t start after an update, it offers the rollback for you.

No silent installs — every update waits for your explicit go-ahead, and there’s deliberately no “install automatically” to switch on. Prefer to do it by hand? Manual updates carry your holdings, snapshots, and settings over untouched.

The road ahead

This is just the beginning.

The app already earns its spot in your dock — but the lab is very much open. Here’s what’s quietly brewing for future releases. A peek through the workshop window, not a signed contract.

Next up in the lab

Target weights & drift

Set the mix you’re aiming for, then see at a glance how far today’s prices have nudged you off plan.

Next up in the lab

Tax-season trade export

Hand your accountant a tidy CSV of every closed trade — the detail behind the new year-end recap.

Being explored

Income & dividends view

A clear read on what your portfolio pays you back — the income side, not just the price side.