Your portfolio,
on autopilot.

Connect your brokerage, get asset breakdowns, and rebalance your portfolio - all from Telegram.

Start on Telegram

What FolioPilot does

🔗

Connect Brokerages

Link Schwab, Fidelity, Robinhood, and 150+ brokerages with secure OAuth. Your credentials are never stored.

📊

Portfolio Breakdown

See your holdings by ticker, sector, and asset class. Know exactly where your money is allocated.

⚖

Smart Rebalancing

Set target allocations and get suggestions on how to rebalance using available cash. No margin needed.

Get started in 3 steps

1

Open Telegram

Start a chat with FolioPilot bot

2

Connect

Link your brokerage account securely

3

Ask anything

"Show my portfolio" or "Rebalance to 60/40"