Folio brings your Zerodha, Groww, and CAS statements together with your IBKR, Nordnet, eToro, or DEGIRO accounts abroad — in one private, offline dashboard. Includes dual tax reporting for India and your country of residence.
No AWS. No Google Cloud. Your PAN, CAS statement, and holdings stay on your machine — always.
No app shows your India holdings and your abroad holdings side by side — until now.
Import your Zerodha Tradebook, Groww P&L Report, or a CAS statement (NSDL/CDSL demat, CAMS/KFintech mutual fund folios) alongside your IBKR, Nordnet, eToro, DEGIRO, Trading 212, Avanza or Trade Republic accounts. One net worth number across every country you hold assets in.
Generate an India Schedule 112A long-term capital gains CSV with FIFO lot-matching, and — if you also have obligations elsewhere — a Finnish OmaVero Form 9A export at the same time. Built specifically for households with tax exposure in more than one country.
Drop your NSDL/CDSL Consolidated Account Statement (password-protected PAN PDF) straight in. Demat equities, mutual fund units, bonds and SGBs are parsed automatically and cross-checked against your statement's own printed total — covering any Indian broker or RTA folio, not just the ones with a dedicated parser.
No cloud, no server, no account. Your holdings, PAN-linked statements, and amounts are never uploaded anywhere — only ticker symbols and ISINs go out, for optional price refresh. Whether your data is subject to India's or Europe's privacy rules stops being a question.
Track up to 6 family members separately — a spouse's Zerodha account, your own IBKR account, a parent's Groww holdings — merged into one family view or split per person, colour-coded and privacy-masked.
Display your portfolio in EUR, USD, GBP, SEK or INR. Nifty 50 is available as a benchmark alongside global indices, so you can compare your India allocation against the right yardstick.
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India and abroad holdings, in one view — with tax reporting for both.
Same price everywhere. Lifetime license. No subscription.
7-day free trial available — no credit card required
Start your 7-day free trial. No account, no credit card. Import your Zerodha, Groww, or CAS file and see your whole picture.
Windows 10/11 (x64) · Linux (included in ZIP) · macOS 13.5+ (Intel & Apple Silicon — one universal download)
Yes. This is the exact use case Folio was extended for. Import your India-side holdings (Zerodha, Groww, or a CAS PDF covering any other Indian broker/RTA folio) and your abroad accounts (IBKR, Nordnet, eToro, DEGIRO, Trading 212, Avanza, Trade Republic) into the same dashboard. You get one consolidated net worth figure, with each holding still tagged to its broker and country.
Yes. Enable both India and Finland reporting at once via the multi-country tax setting — this produces an India Schedule 112A long-term capital gains CSV (FIFO lot-matched) alongside a Finnish OmaVero Form 9A export, without switching profiles or re-importing anything. Other-country tax reporting is on the roadmap; ask if yours isn't covered yet.
A CAS (Consolidated Account Statement) is the standard NSDL/CDSL PDF summarizing every demat and mutual fund holding across your Indian folios, password-protected with your PAN. Folio parses it directly — including CAMS/KFintech mutual fund folio sections — so you don't need a dedicated import for every Indian broker or RTA you've ever used. After import, the app cross-checks its computed total against the statement's own printed total and flags a warning if they don't match, so a parsing gap surfaces immediately instead of silently.
No. The CAS PDF is decrypted and parsed entirely on your device. Nothing about your holdings, amounts, or PAN is ever sent externally. The only network calls are optional price refreshes, which send ticker symbols or ISINs only — never your data.
No — it complements it. Your broker apps remain the system of record and the place you actually trade. Folio's job is the view your broker apps can't give you: one dashboard across every account, in every country, with one net worth number and consolidated tax reporting.
The same as everywhere else — €49 one-time, lifetime license, no subscription. Includes all bug fixes and platform builds for v1.x. There is no separate India pricing tier; see the pricing section below for what's included.
Nothing — your data was never stored with us. All holdings, transactions, and settings live in your browser's local storage on your own machine. If Fire2Freedom ceased to exist tomorrow, the app you downloaded keeps working offline, forever. You can also export a full JSON backup any time from the app header.