Your portfolio, greater clarity

See your portfolio more clearly and compare strategies with greater confidence.

Folwik connects to your account through API, organizes your portfolio data, and shows how different strategies affect allocation, risk, and concentration. You get clear comparisons and readable scenarios, while every final decision remains yours.

Folwik helps you better understand your portfolio, evaluate possible strategies, and compare scenarios before making a decision. It is analytical support — without performance promises and without taking control away from you.

Broker/API — Account connection status

Last sync — Portfolio data from API or demo mode

Selected model — Strategy comparison model

Strategy drift — Portfolio deviation from model

Portfolio value — Total portfolio value

Today — Daily change

Cash — Cash / available funds

Positions — Number of holdings

Risk level — Analytical assessment

Health score — Diversification and weight control

Current portfolio

After syncing, Folwik shows your current holdings, weights, and the portfolio’s key risks.

Source: —

Strategy Lab

Choose a comparison model. Folwik will show the differences versus your current portfolio without making decisions for you.

Strategies: —

Current portfolio vs selected strategy

This is an analytical comparison. The difference shows how far your current weights are from the strategy model.

No comparison yet

Strategy adjustment plan

An adjustment plan for the user’s decision. Folwik shows the scenario but does not force order execution.

Manual decision

Optional order execution should be a separate advanced step with manual confirmation. By default, Folwik shows analysis and a plan — it does not act on the client’s behalf.

Connected broker account

API is the foundation of Folwik: it is used to retrieve the portfolio, run analysis, and simulate strategies.

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Portfolio dataenabled

Account balanceenabled

Strategy analysisenabled

Trading executionmanual only

Withdrawalsnever supported

Advanced API settings

API base

Optional Bearer token for testing only

Portfolio monitoring

Scheduler as monitoring and analysis, not a hidden decision-making engine.

Decision center

Items that require the client’s attention, without imposing an investment decision.

Allocation snapshot

Largest weights in the portfolio.

Alerts

Alerts support portfolio oversight without suggesting specific trades.

Reports

Export strategy analysis and portfolio history.

Strategy comparison reportObecny portfel, model strategii, różnice wag i opis ryzyka.

Monthly portfolio reportPodsumowanie wartości portfela, wyników, alokacji i alertów.

Portfolio weights CSVExport weights and values for further analysis.

Activity timeline

A clear history of syncs, analyses, and plans instead of raw backend logs.