FolioX

Track Your Global Portfolio with Privacy Built In

A privacy-first, cross-market portfolio tracker for iOS. Track US, China, Hong Kong, Japan and UK stocks, ETFs, mutual funds, crypto, gold and silver in one place — without linking a single brokerage account.

FolioX dashboard showing total value, total return, today's P&L and today's movers

Total return, today's P&L and movers at a glance

Everything You Need, Nothing You Don't

Built for investors who value privacy and simplicity.

Privacy First

No account and no brokerage login. Your holdings, trades and balances are stored on your device, and price lookups send only ticker symbols — never your amounts or balances.

Every Market, One Portfolio

US, China A-shares, Hong Kong, Japan, UK and European stocks, ETFs, mutual funds, crypto, plus gold and silver in grams or troy ounces. Search in English, Chinese or Japanese — 腾讯, 茅台, 比特币.

Total Return at a Glance

Set each account's initial capital and the dashboard shows your total return, today's P&L, realized gains and today's biggest movers — all on one screen.

Pre & After-Hours Prices

US stocks show the latest pre-market and after-hours price and change on your holdings list, and it stays visible long after Wall Street closes.

Daily Returns Calendar

A calendar of every trading day's gain or loss, plus an Assets / Profit chart of your cumulative profit. History is rebuilt from market prices, so days you didn't open the app still count. Long-press a day to share it as a card.

Mutual Funds Done Right

A fund's price posts hours after the close. Until it does, FolioX shows "NAV pending" instead of carrying yesterday's return into today. Chinese funds use the intraday estimate until the official NAV settles.

Add in Plain Language

Type "bought 100 Apple at $190 in Futu" and FolioX fills in the rest. Parsed on-device by Apple Intelligence — the sentence never leaves your iPhone. (iOS 26 with Apple Intelligence)

Screenshot Batch Import

Add a whole portfolio at once from your brokerage app's screenshots — including fund lists that only show names and amounts. Every row stays editable before you import. (Pro)

Dividend Tracking

Record cash dividends and DRIP reinvestments, or auto-sync history with one tap. See yield on cost, year-to-date and trailing 12-month income by month. (Pro)

Trades & Transactions

Add to or reduce a position in one tap, with fees included. Every buy, sell and dividend lands in one searchable history you can edit at any time.

Multi-Account & Currency

Organize holdings by broker from 100+ presets, give positions nicknames and notes, and view everything in USD, CNY, HKD, JPY, GBP, EUR or another base currency.

Widget, Reminders & iCloud

A Home Screen widget for total assets and today's P&L, market-close reminders, and iCloud sync across your iPhone and iPad (multiple reminders and sync with Pro).

Simple, Transparent Pricing

Start free, upgrade when you're ready.

Free

$0/forever
  • Up to 5 holdings
  • Real-time US stock & crypto quotes
  • Multi-currency conversion
  • Multi-account management
  • Dashboard & P&L tracking
  • 1 daily reminder
  • Local data storage
Get Started Free
Unlock Full Power

Pro

Monthly

$3.99 /mo

Best Value

Yearly

$24.99 /yr

Lifetime

$59.99 once

  • Everything in Free
  • Unlimited holdings
  • Dividend tracking & income charts
  • Multi-schedule daily reminders
  • Screenshot batch import
  • iCloud sync across devices
  • Priority support
Upgrade to Pro

Start Tracking Your Portfolio Today

Join thousands of investors who trust FolioX to track their global portfolios privately. Free to get started.