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FolioOrb

Introduction

FolioOrb is a local-first portfolio review dashboard for people who want the reasoning behind the number. It brings holdings, public market context, risk, news, planning, and records into one explainable workflow without connecting to a brokerage or placing a trade.

Use it as a packaged desktop app on macOS or Windows, or run the same FastAPI + SQLite dashboard in your browser from source. Either way, the portfolio database, settings, receipts, and backups live on your machine. There is no FolioOrb account, cloud sync, or telemetry.

The four-checkpoint review

Section titled “The four-checkpoint review”
  1. Holdings — add invested positions, research-only tickers, or a CSV. Research rows stay outside P&L and allocation until shares are added.
  2. Local read — see known USD value, daily contribution, exposure, risk, filings, dividends, and news with stale, partial, foreign-currency, and missing inputs named explicitly.
  3. Attention — use Review Orbit to separate data gaps, thesis work, reminders, comparison, target planning, and read-only buy rehearsal.
  4. Record — save review packs, data-health receipts, target snapshots, readable records, sale recaps, verified backups, or one checksummed review bundle.

Nothing in that loop silently changes a holding. Recording a sale, applying a DCA item, restoring a backup, or resolving duplicate active rows requires an explicit action and the relevant confirmation or safety backup.

Senpai's tip

No Anthropic key, no problem. Local Intelligence owns deterministic portfolio math, verdicts, scenarios, and review priority. Claude adds optional narration and bounded mapping help; it never gates the core workflow.

Network and AI boundary

Section titled “Network and AI boundary”

Local-first does not mean offline-only. FolioOrb makes named outbound requests for named jobs: market data through Yahoo Finance, filings through SEC EDGAR, the yield curve through the US Treasury, update metadata through GitHub, and remote news thumbnails from publisher/CDN hosts. If you configure an Anthropic key, FolioOrb also performs credential-only availability checks and sends bounded derived context when you invoke a Claude-backed action.

The SQLite database, .env, backups, settings, and stored thesis text are not uploaded as part of normal provider or Claude requests. Read the exact payload boundaries in Privacy & Data Handling.

Choose the next step

Section titled “Choose the next step”