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Folio

New

Your portfolio, one keystroke away in Raycast

About

A keyboard-first portfolio tracker for Raycast. See your net worth, positions, a year of activity and idle cash across every brokerage you've connected, with net worth in the menu bar and a privacy mode that hides balances. Read-only, free and open source (MIT).

Set up Folio

  1. Step 1

    Install Folio from the Raycast Store.

  2. Step 2

    In Raycast, run Sign In with SnapTrade and approve read access.

  3. Step 3

    If you haven't connected a brokerage yet, run Connect Brokerage.

  4. Step 4

    Run Show Portfolio. Turn on Menu Bar Portfolio to keep your net worth in the menu bar.

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