How PieFolio AI works

    Three steps from your first holding to an AI-written portfolio analysis.

    PieFolio AI is a portfolio tracker for everyday investors. It is not a broker: you never move money into the app. Instead, you add the shares, ETFs and funds you already hold across your brokerage accounts yourself, and PieFolio builds one clear picture of your portfolio. Free includes 1 portfolio with up to 25 holdings. We do not connect to brokers.

    From there, the app scores your portfolio from 0 to 100 on diversification, concentration risk, income quality and volatility. The AI analysis then explains in plain English what is driving that score — for example, whether one stock or one sector makes up too much of your money — and what you could look at next. The dividend calendar shows which payments are expected and when, so you can view the next 7 days on Free or up to 365 days with Premium. Free includes 3 AI portfolio analyses and 5 AI chat messages per month. AI Chat is live; Premium includes 300 chat messages per month and unlimited AI analysis under fair use.

    Shariah screening against AAOIFI standards and income purification calculations are on our long-term roadmap and are not currently available in the app. Everything is educational and is not investment advice; you stay in control of every decision.

    How It Works

    From scattered to sorted in three steps.

    Install the app, add what you own, and read your first AI report in under five minutes.

    Step 1

    Add your holdings

    Add your holdings yourself in the app. We do not connect to brokers. Free: 1 portfolio with up to 25 holdings.

    1 portfolio free10,000+ tickersQuick search
    Step 2

    See your Health score

    A grade, a risk band, and a diversification readout, calculated the moment you add a holding.

    Score & gradeRisk bandAllocation chart
    Step 3

    Run AI analysis

    Generate a clear report on risk, diversification and income. Free: 3 AI analyses/month; Premium: unlimited under fair use.

    Per portfolioOr all combinedCached & refreshable
    Free on iOS & Android

    Download PieFolio AI today.

    Track your holdings, get an instant Health score, and read your first AI portfolio report in under five minutes.

    Download on theApp Store
    Get it onGoogle Play