Trading Software.
Planning. Management.
Professional tools and personal advisory for traders and investors -from a desktop app to an individual investment strategy.
Three paths to your financial success
Whether self-directed with software, personal advisory, or full asset management -choose what fits you.
Foliograph Software
Professional trading journal, market indicators, portfolio analytics, and AI-assisted trade review for IBKR Trader Workstation users -all local, no data in the cloud.
- Trading journal with images & tags
- Sector analysis with ETF holdings & AI
- IBKR sync via CSV & TWS API
- 30-day free trial
- macOS & Windows
Financial Planning
Personal financial advisory on the path to financial independence. Analysis of your current situation, goal setting, and development of a concrete plan.
- Current situation assessment & goals
- Budget & savings plan optimization
- Investment opportunities and strategies
- Individual roadmap to financial independence
Asset Management
Personal asset management based on the family office principle: you keep your own account, I handle the active management. Based on an individual analysis of your situation, risk profile, and financial goals, we develop your ETF-based investment strategy together, complemented by additional income through various trading strategies.
- Your own account: Full transparency & control
- ETF-based investment strategy
- Family office approach, tailored to you
- Additional income through trading strategies
Everything you need to manage your portfolio
Built by a trader, for traders. Your data stays your data -all local, no cloud.
Trading Journal
Automatic trade logging from IBKR. Track entries, exits, P&L, and add notes, tags, and images to every trade.
Market Overview
Extremely fast screening through sector analysis combined with ETF holdings and AI analysis. Plus volatility and market breadth overview.
Portfolio Analytics
Win rate, average P&L, risk metrics, and performance charts. Sliced by strategy, asset type, or time period.
IBKR Sync
Import your trades via CSV and TWS API. Supports Flex queries, account statements, and live connection.
AI Trade Review
Get AI-powered analysis of your trades using OpenAI, Gemini, or Claude. Understand what went right and wrong.
Privacy First
Runs entirely on your machine. No cloud storage. No account required. Your trading data stays yours.
Get started in 3 minutes
Download & Install
Register with your email and download the app. 30-day free trial, no credit card.
Connect to IBKR
Enter your TWS or IB Gateway connection details. Foliograph syncs automatically.
Trade & Review
Your trades are logged automatically. Review with analytics and AI insights.
Ready to take control of your portfolio?
Start your 30-day free trial today. No credit card required.