Help · Folivue

What Folivue is

Folivue is a place to follow markets and keep track of what you own. You can look up a security and see its price, chart, company figures and headlines; keep watchlists of things you want to follow; and keep portfolios built from buys and sells you enter yourself.

Folivue is not a broker. It never places an order, never touches your money, and never connects to a brokerage account — a portfolio here is a record you type in and Folivue does arithmetic on. Nothing on the site is financial advice; see the Disclaimer.

Signing in

Browsing works signed out. Saving anything needs an account, and the only way to create one is the Sign in button in the top-right corner, which signs you in with Google. There is no Folivue password to choose or forget.

Once signed in, that button becomes your profile picture. Click it for your email address and Sign out. On a narrow screen, the menu button at the top-left opens a drawer listing your portfolios and watchlists.

Finding a security

Use the search box — the large one in the middle of the home page, or the compact one in the header (on the home page it appears once you scroll past the large one). Type a company name or a ticker and pick from the suggestions.

A security’s page shows, where the data provider has it:

the current price, the change for the day in both money and percent, and — when the market is closed and the provider reports one — a pre-market or after-hours line;
a chart, with ranges 1D, 5D, 1M, 6M, YTD, 1Y, 5Y and MAX (the shorter the range, the finer the bars: 1D is plotted per minute, MAX per month);
a “Compare to” strip of related securities and indexes;
recent news about the security;
an income statement, switchable between annual and quarterly;
an “About” description of the company.

If you are signed in and hold the security in a portfolio, the page also shows your position in it: your shares, what they are worth, their change for the day, and what percentage of your total portfolio value they represent (combined across all your portfolios).

The Followbutton adds the security to a watchlist — the one that already contains it if there is one, otherwise your first watchlist. Clicking it again removes it. Securities you have looked at recently appear in “Recently searched” on the home page; that list lives in your browser only and is never sent to us.

Watchlists

A watchlist is a plain list of symbols you want to keep an eye on. It holds no shares and no money.

Create one with + New listin the row of list tabs, or from “Your lists” on the home page. Name it and save; Folivue opens the new list.
Add a security with the + Investment button above the table, then search for it. Or press Followon any security’s page.
Remove one with the ⋮at the end of its row. There is no confirmation step — it is a small, easily reversed change.
Sort by name is the link above the table.
Rename or delete the list from the ⋮ on its tab. Deleting asks first, and tells you how many symbols stop being tracked.

Each row shows the symbol, the company name, the live price, the change for the day in money, and the change in percent. Alongside the table you will find news about the symbols in the list, upcoming earnings dates for them, and related securities.

Portfolios

A portfolio is a ledger of transactions, not a list of symbols. You record what you bought and sold, and Folivue works out what you hold now and how it has done.

Create one with New portfolio (on the home page, in the navigation drawer, or from the list tabs). The portfolio page has:

The header— the total value, the currency the totals are shown in, and “Portfolio values are estimates”, plus Portfolio highlights: Day gain and Total gain.
A performance chartof the portfolio’s value over time, rebuilt from your ledger against each day’s closing prices.
Three tabs. Investments is the holdings table. Activity is the flat list of every transaction, newest first, each with Edit and Delete. News and events is news about what you hold.

In the holdings table, each row is one symbol: its price, your quantity, your day gain in money and in percent, and the value of the position. Click a column header, or use the Sort by control, to sort by name, symbol, price, day change, day % change, shares or value.

Click the chevron at the end of a row to open it. Inside are the individual purchases that make up the position — each with its purchase date, purchase price, quantity, total gain and value — plus a shortcut to add another purchase of the same symbol.

Adding, editing and removing a transaction

Adding one

Press + Investment on the portfolio, search for the security, and fill in the form:

Buy or Sell.
Quantity— fractional shares are fine.
The date it was executed. It cannot be in the future.
The price per share. You may leave this blank.Blank means “I do not know what I paid”, which is different from zero: Folivue will still count the shares, but every figure that depends on cost — average cost, total gain, the gain percentage — shows --- instead of a number, for that position and for the portfolio total.
Fees, under the extra options. They are added to the cost of a buy and subtracted from the proceeds of a sell.

You cannot sell more shares than the ledger says you held on that date — Folivue replays the whole history to check, so a backdated sell is refused if it would leave you short at any point.

Editing one

Open a holding’s row and use the pencil next to the purchase, or use Edit on the Activitytab. You can change any field, including moving the lot to a different symbol. The same “never sell more than you held” check runs again over the whole history.

Removing one

One purchase: the bin next to it in the open row, or Delete on the Activity tab. Folivue asks first, naming the purchase it is about to remove.
A whole holding: the ⋮ on its row removes the symbol and all of its transactions at once, after asking.

Deleting a transaction is permanent and there is no undo. Deleting an entire list is different: a message appears afterwards offering to bring it back, and taking it restores the list with its symbols and transactions intact.

What the numbers mean

Price: The latest price the data provider reports. While a watchlist or portfolio is open in a visible tab, prices refresh about every 15 seconds; in a background tab the refreshing pauses until you come back.
Day gain: Your shares multiplied by the security’s change for the day. The percentage beside it is the security’s own move for the day, not your position’s. The portfolio’s Day gain is the sum of every holding’s.
Average cost: Folivue uses the average-cost method. Every buy adds shares × price + feesto the position’s cost basis; average cost is that basis divided by the shares you hold. A sell removes shares at the current average cost, so it does not change the average of what is left. Your broker or tax authority may use FIFO or another method, so their figures can legitimately differ from these.
Total gain: Unrealised gain plus realised gain. Unrealised is what you hold now: market value minus cost basis. Realised is what your sells actually made: for each sell, shares × (sale price − average cost at the time) − fees. The percentage is total gain divided by total cost.
Value: Shares × price, converted into the portfolio’s display currency at the current exchange rate.
--- and --%: Genuinely unknown, and deliberately not shown as zero. You will see it when a purchase in that position was saved without a price, or when a holding is quoted in a currency Folivue could not get a rate for. One unknown lot makes the portfolio’s cost-derived totals unknown too, because a total that quietly leaves a position out would be worse than one that admits it does not know.
A dash in the price column: No live quote for that symbol right now. The row is still counted using what it can.

Why a position you sold off disappeared — but your Total gain did not change

When you sell the last of a position, the row leaves the holdings table: you hold nothing, so there is nothing to price. Its realised gain stays in Total gain.That is not a bug and it is the point of the number — Total gain is what this portfolio has made, including the parts of it you have already closed out. If you buy the symbol again later, the row comes back, and the realised gain from the earlier round is still attached to it.

The complete history is always on the Activity tab, whether or not you still hold the symbol.

Where prices come from, and how fresh they are

Folivue produces no market data of its own. Quotes, charts, company financials, profiles, earnings dates, news and the movers lists all come from a third-party market-data provider.

Folivue caches what it fetches, so there is a delay on top of whatever delay the provider already carries. Roughly: quotes are refreshed every 10 seconds or so at the server and re-requested by an open watchlist or portfolio about every 15 seconds; charts about every minute; news about every 15 minutes; movers and trending lists about every 5 minutes; and company financials, profiles and earnings dates about once a day.

None of it is guaranteed to be real-time, Folivue has no agreement with any exchange for real-time data, and the numbers can be wrong. If the provider is unavailable, a section shows up empty rather than breaking the page — so an empty news list or movers table may mean “could not fetch” rather than “nothing to show”. Check with your broker or the exchange before acting on any figure here. The Disclaimer spells this out in full.

Portfolios in another currency

Each portfolio has its own display currency, set from the ⋮ on its tab via Update currency. It changes the currency the totalsare reported in — the total value, Day gain, Total gain and each row’s Value.

Individual prices stay in the currency their own market quotes them in: a price belongs to the market that set it, so a US stock inside a euro portfolio still shows its price in dollars. Purchase prices in your ledger are likewise kept in the currency they were saved in.

Conversions use the currentexchange rate — including for cost basis, not the rate on the day you bought. That is deliberate: it keeps your gain percentage from moving just because a currency did. It also means the totals are an estimate of today’s worth, not a record of what any trade was worth in that currency at the time. If a rate cannot be resolved, the affected totals show --- rather than a wrong number.

What Folivue does not do

So you are not left looking for something that is not there:

No broker connection or import. Every transaction is typed in by hand; there is no CSV import and no sync.
No dividends, splits or corporate actions. Folivue does not adjust your ledger for them. After a split, or on a security that pays income, you have to correct the ledger yourself.
No tax reporting. The gain figures use average cost and are not a tax calculation.
No price alerts or notifications.
No export. There is no way to download your data from the app yet.
No self-service account deletion.Email us and we will do it — see the Privacy policy.
Some menu entries are visibly disabled— “Copy portfolio”, switching a portfolio to a watchlist view, and the “Visualize” button. They are shown greyed out rather than hidden because the design calls for them and the work behind them is not built. A greyed-out control means “not yet”, not “broken”.

Getting help

The fastest route for a bug or an idea is the Roadmap & feedback board(also behind “Send feedback” in the footer) — posts there are public, show only your first name, and can be voted on by others. For anything private, email hello@folivue.com. Either way, tell us what you were doing, what you expected and what happened; if it involves a number looking wrong, the symbol and the portfolio name help a lot.

For anything about your personal data — access, correction, deletion, or closing your account — write to hello@folivue.com, as described in the Privacy policy.