Now in early access
Your portfolio, researched by a team of AI agents
AgentFolio sends every holding through a desk of AI analysts, bull and bear researchers, and a risk team, then explains what their findings mean for your portfolio.
Research, not advice. You stay in control of every trade.
NVDA is a big slice of your portfolio
32% of it is in one stock, 7 points over the 25% limit you set.
- Value
- $128,420
- Today
- +$1,246.80+0.98%
- NVDA32%
- AAPL24%
- MSFT18%
- AMZN14%
- JPM12%
NVDA · the desk’s call
Overweight
- Sell
- Underweight
- Hold
- Overweight
- Buy
Features
Research that understands your portfolio
AgentFolio pairs multi-agent market research with the context of what you actually hold.
A full research desk for every holding
Specialized agents dig into fundamentals, sentiment, news, and technicals, then debate their findings before anything reaches you.
- Market analyst
- Sentiment analyst
- News analyst
- Fundamentals analyst
- Bull researcher
- Bear researcher
- Research manager
- Trader
- Aggressive analyst
- Conservative analyst
- Neutral analyst
- Portfolio manager
Personalized to what you own
Insights weigh position size, concentration, and overlap across your holdings, not just the ticker in isolation.
Both sides of the argument
Bull and bear researchers make their strongest case, so you see the trade-offs instead of a single verdict.
Risk review built in
Every report passes a risk review that flags volatility, liquidity, and concentration concerns in plain language.
Private by design
The research engine runs server-to-server on a private network and is never exposed directly to the internet.
How it works
From raw research to insights about your holdings
You bring the holdings. The desk does the reading, argues both sides, and checks the risk. You get a plain answer you can question.
- Analysts
Analysts research each one
Market, sentiment, news, and fundamentals analysts each write a focused report.
- Debate
Researchers debate the case
Bull and bear researchers argue it out, and a research manager decides.
- Trader
A trader sets the conditions
The trader turns that decision into the conditions for a position.
- Risk team
A risk team has the last word
Aggressive, conservative, and neutral analysts weigh the risk, then the portfolio manager makes the final call.
Pricing
Start free. Add the AI when you want it.
Paid plans open on 1 December. Until then, every account has the full app.
Launch week prices start on 1 December.
Free
Track what you own and what's coming up.
$0
Free, no card
- Portfolio and watchlists
- Sector exposure and concentration check
- Compare stocks
- Earnings and market calendar
- Signals: a weekly snapshot of your 3 largest holdings
Pro
Most popularThe AI research assistant, every day.
$21 a month
$252 billed yearly, saves 28%
- Everything in Free
- AI chat assistant
- Daily signals on every holding
- Trending: what's moving across all research
- Research card on every holding
- Ask about any stock
- Your own position limit
Premium
Several portfolios and the full toolkit.
$46 a month
$552 billed yearly, saves 33%
- Everything in Pro
- Up to 5 portfolios
- Daily signals on your watchlist too
- Rebalance suggestions
- Portfolio risk breakdown
- What-if position sizing
- Deep research mode, Coming soon
Prices in USD. Sales tax or VAT added at checkout where it applies.
FAQ
Questions, answered
Read a full report before you sign up
See how the desk rated a real holding, from the four analysts to the portfolio manager’s final call. Sign-ups are open, and the Free plan needs no card.