Your analysis engine.
Your client's clarity.
Turn a prospect's messy data into a credible, branded plan in 20 minutes. Institutional-grade portfolio analysis your clients can actually understand — reviewed and delivered by you.
From Prospect Data to Deliverable Plan
FolioForecast sits between your CRM and your client meeting. It turns raw data into analysis — you turn analysis into advice.
Client Enters Holdings
Prospect inputs their tickers, allocations, and goals — or you enter them from their statements.
Engine Analyzes
FolioForecast runs optimization, backtests, stress tests, and scenario comparisons across 15+ strategies.
Advisor Reviews
You edit assumptions, select which scenarios to present, add narrative context, and sign off.
Deliver the Report
Export a branded PDF summary showing current state, options, trade-offs, and next steps.
What's Slowing You Down — And How We Fix It
Hours building spreadsheet analyses
Manual portfolio modeling in Excel eats your day. Every prospect requires a custom build from scratch.
20-minute institutional-grade analysis
Enter tickers, run optimization, review results, export PDF. What took hours now takes a coffee break.
Clients don't understand the metrics
"Your Sharpe ratio is 0.8" means nothing to most clients. They nod, but they don't get it.
Plain-English metric translations
Every metric is explained in language your client already speaks. "How bumpy is the ride?" beats "annualized standard deviation."
Enterprise tools cost $300+/month
Nitrogen, Riskalyze, eMoney — powerful but priced for large firms. Independents and new advisors get left behind.
$50/month, everything included
Unlimited assets, unlimited clients, branded reports, AI integration. Looks like you have a junior analyst on staff.
Tools That Make You Look Like a Team
Proposal Mode
Build side-by-side comparisons of a client's current allocation vs. your proposed changes. Show exactly what they'd gain — and what they'd give up.
- Current vs. proposed allocation comparison
- Historical backtest of both scenarios
- Risk/return trade-off visualization
- "What would have happened" growth charts
Branded PDF Reports
Export clean, professional reports with your firm's logo, colors, and disclaimer. Hand it to a client or attach it to a CRM record.
- Your logo and firm branding
- Client-ready summary with plain-English explanations
- Advisor notes and sign-off field
- Compliance-friendly disclaimer included
Bring Your Own AI
Connect Claude, ChatGPT, or your preferred AI to draft client narratives from portfolio data. AI writes the first draft — you review, edit, and approve.
- MCP Server for Claude Desktop / Cursor
- REST API for custom integrations
- AI drafts, advisor decides — always in the loop
- Python SDK with LangChain tools included
How We Compare
We're not replacing your planning software. We're the analysis layer that makes you faster and your clients clearer.
| Feature | FolioForecast | Nitrogen / Riskalyze | Spreadsheets |
|---|---|---|---|
| Portfolio Optimization | 15+ methods | Risk-based | Manual |
| Plain-English Explanations | Built-in | Limited | DIY |
| Branded Client Reports | PDF export | Manual | |
| AI Integration | BYOAI | No | No |
| Setup Time | 5 minutes | Weeks (onboarding) | Hours per client |
| Price | $50/mo | $300–500+/mo | "Free" (your time) |
| Global Securities Coverage | 165,000+ | Manual input | |
| Custody / Trading / Billing | Not included | (some) | No |
Built for Advisors Who Take Compliance Seriously
No investment advice. FolioForecast generates calculations, scenarios, and comparisons. The advisor makes the judgment and delivers the recommendation.
Advisor sign-off workflow. Every client deliverable passes through your review before it's finalized. AI drafts, you approve.
Decision archive. Store assumptions, scenario selections, and advisor notes for every client analysis. Audit-ready record keeping.
Privacy-first architecture. TLS 1.3 encryption. No brokerage credentials required. Client data stays in your account.
Educational framing. All outputs framed as scenario analysis and historical comparison — never "buy this" or "sell that."
Built-in disclaimers. Every report includes SEC-appropriate disclaimer language. Customize with your firm's specific compliance text.
One Plan. Everything Included.
No per-client fees. No seat limits. No hidden costs.
Everything you need to look like a team of analysts.
- Unlimited assets per portfolio
- Unlimited client analyses
- All 15+ optimization strategies
- Branded PDF report export
- Proposal Mode (current vs. recommended)
- Bring Your Own AI integration
- REST API + MCP Server + Python SDK
- Advisor sign-off & decision archive
- Priority support
No credit card required to start. Cancel anytime.
Ready to Work Faster?
Turn your next prospect meeting into a plan in 20 minutes. Start with the free trial — no commitment required.
Questions? Email us at [email protected]