Transparent planning tools, not a black-box advisor.
FolioForecast helps users inspect portfolios, budgets, retirement scenarios, and AI/API workflows with clear math, explicit assumptions, and visible limitations. We are building software for analysis and education; we do not manage assets or tell users what to buy or sell.
For Individuals
Portfolio optimization, budgeting, and retirement planning in one workspace.
For Developers
API and MCP surfaces for AI agents and custom financial planning workflows.
For Advisors
Client-ready reports and proposal workflows, designed to support advisor judgment.
What We Believe
Financial tools should show their work. FolioForecast prioritizes visible methodology, clear disclaimers, opt-in sharing, and interfaces that help users understand tradeoffs before making decisions elsewhere.
What We Are Not
FolioForecast is not a registered investment adviser, broker-dealer, custodian, or trading platform. The product does not execute trades, custody assets, or provide personalized investment advice.