PRICING
Simple pricing.
No surprises.
Start free — connect your portfolio in 60 seconds. Upgrade when you need AI, tax intelligence, or rebalancing.
Common questions
Is my portfolio data secure?
Yes. All data is encrypted at rest and in transit. We are read-only — we never have permission to trade or transact on your behalf.
Can I cancel anytime?
Yes. Cancel from Profile → Plan & Billing at any time. You'll retain access until the end of your billing period.
What counts as an AI query?
Each message you send to Folio AI (the chat) counts as one query. Automated insights on your dashboard don't count.
Does it work with all Indian brokers?
Via CAS upload (CAMS/KFintech) — yes, all AMCs. Via Auto-Connect (CDSL/NSDL) — yes, every SEBI-registered broker.