Now Available
Simple, transparent pricing
Start free. Upgrade when you're ready.
Free
Try it out, no commitment
- Up to 5 positions
- Weekly briefing (Monday)
- Basic AI analysis (Haiku)
- Email + web delivery
- Market overview
Smart
For active investors
- Up to 50 positions
- Daily briefings
- Advanced AI (Sonnet)
- Action call on every position
- Key levels & sizing guidance
- Top stock picks & trade ideas
- Sector rotation + risk dashboard
- Rotation suggestions
Pro
For serious traders
- Up to 100 positions
- Daily pre-market briefings
- Advanced AI (Sonnet)
- Everything in Smart
- Priority email delivery
- Strategy presets
- Custom AI instructions
Free plan is permanently free. Paid plans coming soon — early users get first access.
Frequently Asked Questions
How do I get started?
Sign up for free at foliobrief.io — no waitlist, no invite required. Add your holdings and receive your first briefing the same day.
What exchanges are supported?
We support all major US exchanges (NYSE, NASDAQ), European exchanges (XETRA, Euronext, SIX, Vienna), and major cryptocurrencies (BTC, ETH, SOL, ADA, AVAX, LINK).
When will I receive my briefing?
Briefings arrive at the time you choose — morning, evening, or any custom slot. Smart and Pro users receive daily briefings; Free users receive a weekly Monday briefing. You can also trigger a briefing on demand at any time.
Can I cancel anytime?
Yes — you can cancel your Pro or Premium subscription at any time from your account settings. Your plan stays active until the end of the billing period.
What AI model analyzes my portfolio?
Free uses Claude Haiku. Smart uses Claude Sonnet for deeper analysis. Pro users can choose between Sonnet and Claude Opus — the most capable model — for the highest quality portfolio intelligence.
How is my data handled?
Your portfolio data is encrypted at rest and in transit. We never share your holdings with third parties. AI analysis is performed per-request and not stored by the AI provider.