FolioTrend✓ Verified · foliotrend.com

FolioTrend is an AI-powered portfolio tracker and stock research application designed for beginner investors. The platform connects to brokerage and exchange accounts including Robinhood, Fidelity, Schwab, and Coinbase through read-only access to securely import and display both stock and cryptocurrency holdings in a unified view. The tool provides plain-language explanations of financial metrics, translating complex data into easy-to-understand factor scores (Value, Momentum, Quality, and Growth) and an overall portfolio health score. It acts purely as an analytical research layer and does not execute or manage financial transactions. FolioTrend operates on a subscription-based model. It offers a free tier for basic tracking alongside paid Plus and Pro subscription tiers that unlock advanced features such as AI-assisted insights, a stock screener, a strategy backtester, and Monte Carlo risk simulations.