Every account. Every order. One screen.
Folio brings your broker holdings, profit and loss, and trade history into one workspace. Plan staggered buy and sell orders at prices you choose.
28 Oct 2026 / Alpaca Live connection restored →| LIMIT | SHARES | ORDER VALUE | STATUS |
|---|---|---|---|
| $50.00 | 10 | $500.00 | Filled |
| $48.00 | 10 | $480.00 | Filled |
| $46.00 | 10 | $460.00 | Filled |
| $44.00 | 10 | $440.00 | Waiting |
| $42.00 | 10 | $420.00 | Waiting |
| $40.00 | 10 | $400.00 | Waiting |
- Amount invested
- $1,440.00
- Average price
- $48.00
- Unrealized P/L at $46
- -$60.00
Fictional example. No orders are submitted here.
One plan. Several buy or sell orders.
A staggered order ladder splits your chosen quantity across several limit prices. Folio lets you prepare buy or sell ladders, review the quantities, and track the resulting broker orders.
These two fictional examples assume fills exactly at each limit, no fees, and no slippage. Actual fills depend on liquidity and order priority. These are explanations, not forecasts; no orders are submitted here.
Build a position in six steps
Set six limit buys of 10 shares each. As the example price falls, the next order fills. Then see what a recovery does to the open position.
| Limit | Shares | Order value | Status |
|---|---|---|---|
| $50.00 | 10 | $500.00 | Waiting |
| $48.00 | 10 | $480.00 | Waiting |
| $46.00 | 10 | $460.00 | Waiting |
| $44.00 | 10 | $440.00 | Waiting |
| $42.00 | 10 | $420.00 | Waiting |
| $40.00 | 10 | $400.00 | Waiting |
- Amount invested
- $0.00
- Shares owned
- 0
- Average purchase price
- No fills yet
- Unrealized P/L
- $0.00
All six buys require $2,700. At step 6 the position is worth $2,400: an unrealized loss of $300. A recovery is not guaranteed.
Take profit in six steps
Start with 60 shares bought at $40 each. Set six limit sells of 10 shares each, taking part of the position off as the example price rises.
| Limit | Shares | Order value | Status |
|---|---|---|---|
| $50.00 | 10 | $500.00 | Waiting |
| $55.00 | 10 | $550.00 | Waiting |
| $60.00 | 10 | $600.00 | Waiting |
| $65.00 | 10 | $650.00 | Waiting |
| $70.00 | 10 | $700.00 | Waiting |
| $75.00 | 10 | $750.00 | Waiting |
- Sale proceeds
- $0.00
- Shares remaining
- 60
- Original cost per share
- $40.00
- Realized P/L
- $0.00
The full position originally cost $2,400. After all six sells, proceeds are $3,750 and realized profit is $1,350 before costs. If prices never reach a level, that order stays unfilled.
Sign in, choose Live or Paper, select your account, and review your orders.
Built for people who watch their own numbers
- 01
Multi-asset portfolios
Track stocks, ETFs, options, and crypto across multiple accounts with unified performance metrics.
- 02
Broker order management
Create buy and sell ladders, review available holdings, and track Alpaca order statuses.
- 03
Profit & loss reporting
Review clearly labelled realized and unrealized returns, transaction history, and reconciliation tools.
- 04
Live market intelligence
Review broker quotes, market reports, and stock research from your workspace.
- 05
Price alerts
Get notified about important portfolio events, with source timestamps and account refresh status.
- 06
AI-powered insights
Explore research and analysis alongside your account data. Review the sources and assumptions before making decisions.
Take profit in six steps
Start with 60 shares bought at $40 each. Set six limit sells of 10 shares each, taking part of the position off as the example price rises.
- Original cost
- $2,400
- Sale proceeds
- $3,750
- Realized P/L
- +$1,350
Before costs. Assumes fills exactly at each limit, no fees, and no slippage. If prices never reach a level, that order stays unfilled. These are explanations, not forecasts.
From sign-in to a reviewed order
- STEP 1Sign in
Authenticated access with ownership rules on every record.
- STEP 2Choose Live or Paper
Practise on a paper account before using a live one.
- STEP 3Select your account
See available holdings before you plan quantities.
- STEP 4Review your orders
Orders wait in a private queue until you submit them.
Ready to get started?
Review your accounts, explore the demo, or sign in to manage your portfolio.