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FolioOrb

Introduction

Most portfolio trackers stop at the number. Green means good, red means bad, and if you want to know why, that’s a separate tab, a separate app, or a group chat with someone who read the news this morning and you didn’t.

FolioOrb closes that gap. It’s a self-hosted dashboard that combines:

  • Live portfolio math — value, cost basis, daily change, unrealized gain, allocation
  • A verdict engine — Hold / Add / Trim / Exit signals with confidence and scenario context
  • Analytics — performance, risk, exposure, regime, signals, benchmark comparison
  • News — grouped headlines for everything you hold or watch
  • DCA auto-invest, simulated locally — mirror a recurring buy at real historical closes into a review bucket you apply or undo
  • Optional Claude narration — action plans, portfolio briefings, and news themes when you bring a key

It runs entirely on your own computer — use it in your browser as a local web app, or install it as a desktop app for macOS or Windows. Either way it keeps its database in local SQLite and does not connect to a brokerage or place trades. It’s for understanding what your portfolio is doing and why — not for pulling the trigger on anything.

Senpai's tip

No Anthropic key, no problem. Local Intelligence runs every verdict, scenario, and analytic for free — Claude only adds narration on top, it never gates the core experience.

Where to go next

Section titled “Where to go next”