Folio

Your portfolio, one keystroke away.

A keyboard-first, read-only view of every brokerage account you’ve connected through SnapTrade: net worth, holdings, activities, and Fog, the cash you’ve left idle.

Install from Raycast StoreView on GitHub

Free and open source, MIT licensed. Read-only by design: Folio cannot place trades or move money.

The Show Portfolio command in Raycast: net worth of $167,648.17 CAD across 4 accounts and $94,118.77 USD, with accounts listed under Wealthsimple, Questrade and Interactive Brokers, each showing cash, day change and total value.

Net worth at a glance

Every connected account, grouped by the institution it lives at, with totals per currency at the top. Where your brokerage reports it, the day’s change sits on the line.

  • Grouped by institution
  • Per-currency totals
  • Day change when SnapTrade has balance history for every account
Net worth rows for CAD and USD above accounts grouped under Wealthsimple, Questrade and Interactive Brokers, each with cash, day change and total.

Every position, searchable

Type a ticker anywhere and land on the holding. The detail panel carries weight, open P&L, average cost and exchange, across every account at once.

  • Weight
  • Open P&L
  • Average cost
  • Exchange
The Show Positions command: a searchable list of 15 holdings beside a detail panel for NVDA showing market value, units, price, average cost, open P&L of +$9,696.00 (+88.2%), weight and exchange.

Trades, dividends, deposits

A year of activity across every account, newest first and grouped by month. Narrow it to trades, dividends or deposits, or search the whole list.

  • All · Trades · Dividends · Deposits
  • Last 365 days
  • Grouped by month
The Show Activities command: activity grouped by month, with contributions, dividends and buys each showing the account, amount and date, and an All filter in the search bar.

Know what your cash isn’t doing.

How much cash is sitting undeployed, and for how long. Counted from your last buy or deposit, whichever came later, so the number understates on purpose rather than guessing.

  • Idle days
  • Undeployed per account
  • Understated on purpose
The Show Fog command: 4 days idle, $25,022.27 USD undeployed plus $17,537.05 CAD, a table of where the cash sits by account, and a sidebar with last buy, last deposit and quiet streak.

Net worth sits in the macOS menu bar, with per-account totals and Fog one click away. ⌘⇧P hides every balance, everywhere Folio shows one, menu bar included.

How it works

Three commands from nothing to net worth

  1. Sign In with SnapTrade

    Your browser opens SnapTrade’s consent page. Approve read-only access and Raycast picks it up from there. Nothing to paste.

  2. Connect a brokerage

    Connect Brokerage opens SnapTrade’s portal: Wealthsimple, Questrade, Interactive Brokers, or any other brokerage SnapTrade supports.

  3. Show Portfolio

    That is the whole setup. ⌘R refreshes, ⌘I toggles position details, ⌘⇧P hides balances.

Folio reads from SnapTrade, so you need a SnapTrade account with at least one brokerage connected.

Privacy and security

What Folio can and cannot do

  • Read-only scopesFolio requests read, openid and email. SnapTrade OAuth apps cannot place, modify or cancel trades, and cannot move money.
  • Your data does not pass through usAccounts, balances, positions and activities go directly from your Mac to api.snaptrade.com. No third-party server sees them.
  • Tokens stay on your MacThey live in Raycast’s encrypted OAuth store. Signing out revokes them at SnapTrade and deletes them locally, and tells you if the revoke didn’t go through.
  • One small server component, run by the authorSign-in goes through a stateless, open-source Cloudflare Worker that turns your one-time code into tokens. It exists only because SnapTrade OAuth apps need a client secret that can’t ship inside an extension. It sees the code and tokens in transit, stores nothing, and never sees your portfolio. If it ever went away, nothing is lost: you’d sign in again once a new address ships, and anyone can run their own from the source.
  • No analytics, no telemetryThe extension makes no network calls beyond SnapTrade and that worker. This page sets no cookies and loads no third-party scripts.

The full threat model, including known limitations, is in SECURITY.md.

Install

Get it from the Raycast Store

Install Folio from its Store listing, then run Sign In with SnapTrade. Updates arrive through Raycast on their own.

Install from Raycast Store