Coming soon

AI-native portfolio management

Talk to
your wealth.

Folito puts securities, properties, companies, loans and bank accounts in one portfolio, and opens it to your AI assistant. Ask it anything. Hand it the busywork.

Works with Claude, ChatGPT and any assistant that speaks MCP

Launching 2026
Folito connected via MCP
live

How exposed am I to real estate, and what changed this year?

  1. get_overview112 ms
  2. list_properties86 ms
  3. list_loans64 ms

Real estate is 31 % of your portfolio (€ 14.9M), up two points since January. Two loans reprice within six months.

Built on the Model Context Protocol

Every part of Folito is a tool your AI can use.

More than 40 MCP tools cover reading, analysing and writing across the whole portfolio. If Folito can do it, your assistant can do it, and chain it with everything else it can do.

  1. 01

    Add Folito to your assistant

    Paste one address into Claude, ChatGPT or any MCP client. No code, nothing to install.

  2. 02

    Approve the connection

    Sign in to Folito and grant access. Every connection is yours to see and revoke at any time.

  3. 03

    Ask, analyse, automate

    From a quick question to a month of bookkeeping. There is no ceiling on what you can hand over.

One portfolio for everything you own.

  • SecuritiesLive prices, returns in your own currency
  • PropertiesValuations, mortgages and documents
  • CompaniesOwnership, key people and financials
  • LoansRates, repayments and repricing dates
  • Bank accountsBalances and entries, matched to receipts
  • DocumentsEvery file where it belongs, searchable by AI