Back to HomeHOW IT WORKS

A simple workflow for smarter investing

Get up and running in minutes. FolioAlert is designed to stay out of your way until you need it.

STEP 01

Discover & Add Assets

Search for your favorite stocks, mutual funds, and ETFs. Add them to your portfolio with a single click, specifying your buy price and quantity.

STEP 02

Organize Watchlists

Create custom watchlists to track potential investments before committing capital. Categorize by sector, strategy, or risk level.

STEP 03

Set Smart Alerts

Define price targets, trailing stops, or percentage drops. Choose how you want to be notified: Email, Telegram, or push notification.

STEP 04

Track & Optimize

Use our advanced dashboard to monitor your overall portfolio performance, check AI-generated insights, and optimize your asset allocation.

Experience the workflow today

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