Question 1

What is FolioBoard?

Accepted Answer

FolioBoard is the personal wealth dashboard for individuals and couples. You upload PDF statements from any bank, broker, or platform — AI reads every holding instantly. You can track your complete net worth across stocks, ETFs, crypto, bonds, cash, and real estate in any currency, all in one place, without connecting to your broker or sharing login credentials.

Question 2

How does FolioBoard work?

Accepted Answer

You upload a PDF statement from any bank or brokerage. FolioBoard's AI parses every holding, price, quantity, and currency from the document in seconds and adds it to your dashboard. You can then refresh live prices, track P&L, view asset allocation, and ask AI questions about your portfolio. No broker connection or API key is required.

Question 3

Is FolioBoard safe? What happens to my uploaded statements?

Accepted Answer

FolioBoard is privacy-first. Your PDF statements are never stored — each document is read once to extract your holdings, then discarded immediately. No copy of your statement is kept on any server. FolioBoard does not require your name, ID, or broker login credentials at any time.

Question 4

Does FolioBoard connect to my broker or bank?

Accepted Answer

No. FolioBoard does not connect to any broker, bank, or financial platform via API. There are no integrations, no login credentials, and no open-banking connections. You simply upload a PDF statement and FolioBoard parses the holdings. Prices can be refreshed manually using publicly available market data.

Question 5

What brokers and banks does FolioBoard support?

Accepted Answer

FolioBoard supports any broker or bank that produces a PDF statement — including Charles Schwab, Fidelity, Interactive Brokers, TD Ameritrade, DBS, OCBC, UOB, HSBC, Manulife, CPF, FSMOne, Syfe, StashAway, Endowus, Tiger Brokers, moomoo, Saxo, IG, and hundreds more worldwide. If your broker issues a PDF, FolioBoard can parse it.

Question 6

Can couples use FolioBoard together to track their combined net worth?

Accepted Answer

Yes. FolioBoard's Partner Plan gives two users access to a shared dashboard where each person can upload their own statements. You can view your individual portfolio or switch to a combined view that merges both portfolios and shows your total household net worth, asset allocation, and P&L in one place.

Question 7

What currencies does FolioBoard support?

Accepted Answer

FolioBoard supports holdings in any currency and displays your portfolio in USD, SGD, GBP, EUR, AUD, CAD, CHF, JPY, HKD, and more. Live foreign exchange rates are used to convert all holdings into your chosen display currency, so you always see your true net worth regardless of where your assets are held.

Question 8

How is FolioBoard different from Kubera, Personal Capital, or Wealthica?

Accepted Answer

Unlike Kubera, Personal Capital, or Wealthica, FolioBoard requires no broker API connection, no open-banking login, and no ongoing data sync. It is designed for users who do not want to share their broker credentials with a third party. FolioBoard is also built specifically for couples and international investors with multi-currency support and a partner combined view. It is available worldwide with no regional restrictions.

Question 9

How much does FolioBoard cost?

Accepted Answer

FolioBoard offers two plans: Personal at $15/month (or $144/year) for individual investors, and Partner at $25/month (or $250/year) for two users tracking their combined household net worth. Both plans include a 7-day free trial with full access.