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.
Advisor access by availability
Professional tooling remains a separate tier. Contact us for current availability; new commercial terms have not been announced.
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 | Contact us | $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.
Professional access remains separate.
Contact us for availability. New Advisor commercial terms have not been announced.
Everything you need to look like a team of analysts.
- Unlimited assets per portfolio
- Unlimited client analyses
- All 20 optimization methods
- 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
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Ready to Work Faster?
Turn your next prospect meeting into a plan in 20 minutes. Contact us about Advisor availability.
Questions? Email us at [email protected]