AI-native financial research
Folio reads SEC filings so you don't have to. Institutional-grade research, structured financials, and an AI advisor grounded in the source documents. Built for everyone, not just the big banks.
Live data from SEC EDGAR · Powered by Claude and GPT
Ask anything about a public company. Folio indexes its actual 10-K and 10-Q, retrieves the relevant passages, and answers with citations to the exact section.
Filings, financials, and disclosures pulled live from SEC EDGAR and XBRL. No middlemen, no stale exports, no terminal license.
Multi-period dashboards across quarters and years, plus side-by-side peer comparison for up to eight companies.
Every conversation is saved to your account. Pick up a thread weeks later and the advisor still has the context.
Claude Sonnet, Claude Opus, GPT-4o and more. Switch models per question depending on how deep you want to go.
Answers cite filing sections and use structured XBRL numbers, so you can verify every claim against the source document.
Search any publicly traded U.S. company by name or ticker.
The latest annual and quarterly reports are fetched and indexed in about thirty seconds.
Get cited, source-grounded answers on risks, financial health, segments, and more.