Folio App Knowledge Portal
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Knowledge base
Getting started with FOLIO
Your account
1
Accessing Folio App
Where to get started in FOLIO
6
Home page
Getting your portfolio setup
Adding a new holding
How do I delete something when I make a mistake
Live pricing
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Reporting
Reporting on your portfolio
3
Reporting on your portfolio
Reporting on Asset Allocation Mix
Total portfolio performance
Personal Finances
Getting started
1
Adding income, expenditure, assets and liabilities
Reporting on finances
1
Reporting dashboard for personal finances
Product Suggestions
I have a feature request
2
Product Roadmap & Feature Requests
I would like to add a new Asset class
Policies
Information
3
Privacy policy
Terms of Services
Legal Disclaimer
Refunds
1
Refund policy
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