Your overview, always with you

Take full control of your wealth.

fuolio brings your assets, debts and property together in one view — clear, up to date, in any currency. You're in charge, with the full picture in hand.

No card needed to startYour data is never sharedThe decision stays yours
Net worth
BRLUSDEUR
R$ 1.284.650↗ +7.4% over the last 12 monthsAssets and property, net of debts
Received this month
R$ 3.210
Upkeep cost
R$ 1.480
Debt ratio0,29%Low
  • Equities 54%
  • Fixed income 23%
  • Cash 15%
  • Treasury bonds 8%
Illustrative figures, for demonstration only · updated just now
What's missing today

You have the numbers. What's missing is someone looking at all of them together.

Your broker knows your portfolio. Your bank knows your balance and your mortgage. Your spreadsheet knows whatever you remembered to enter. None of them sees the whole picture.

Overview

See your entire net worth

Net worth, debt ratio and history — all up to date, on the first screen you open. The only place you need to check to know where you stand.

app.fuolio.com/visao-geral

Net worth

Last 30 days
R$ 526.763 ↗ +7,4%
Received
R$ 3.210
Upkeep
R$ 1.480
Debt level
Low
Allocation
  • Shares54%
  • Fixed income23%
  • Cash15%
  • Treasury bonds8%
Allocation

Never feel lost building your portfolio again

Start from a ready-made model — from renowned investors and classic books — or build your own target from scratch. fuolio shows the gap between target and reality, so you never lose sight of where you're headed.

Shares
54% / 45%
Fixed income
23% / 30%
Cash
15% / 15%
Treasury bonds
8% / 10%
Physical assets

Your wealth isn't just shares and funds

Property, vehicles, any physical asset with value counts — because your true net worth doesn't stop at your investment portfolio.

FlatFinancedR$ 620.000
CarR$ 78.000
LandR$ 210.000
Debts

Know exactly what you owe

Loans, mortgages, credit cards, overdrafts — every debt with its rate, due date and how much has been paid off. Without that, net worth is only half the story.

MortgageIPCA per year · matures 2041R$ 220.000
Personal loanCDI + 3% per yearR$ 15.000
Credit cardR$ 2.400
Overview
Dividend dashboard
Sleep knowing what's coming in
See how much your portfolio pays you each month, without opening every broker to add up statements.
Consolidation
No more mental arithmetic
Assets, property and debts across different banks and brokers, already added up for you.
Liquidity view
Know what turns into cash fast
Find out how quickly your wealth becomes cash if something unexpected happens.
Detailed history
Understand how you got here
It's not just today's number — it's the full story of every decision that led you to it.
Notes
Remember why you decided
Jot down the reason behind every buy or sell, so your own logic still makes sense a year from now.
Per-asset detail
Dig deep into every position
Dividend yield, total return, cost basis — plus share splits the system handles on its own, without messing up your average price.
Private mode
Hide the numbers in one click
In public or at work, mask your figures without leaving the screen.
Allocation
Ready-made models
Don't start from scratch
Use allocations inspired by well-known investors or classic books as your starting point.
Sub-allocation
As detailed as you want
Fixed income by index, shares by country, crypto by coin.
Invest
Know where your next pound goes
Enter an amount and see the split that brings you closest to your target.
Withdraw
Know where to withdraw without undoing everything
See where to take money out with the smallest possible drift from your allocation.
Rebalance
Get back to the right percentages
A clear path to rebalance your entire portfolio whenever it drifts from your target.
Contribution calculator
Amount to invest R$ 5.000
Fixed income
R$ 3.500
Treasury bonds
R$ 1.500
Physical assets
Every physical asset
Properly accounted for
Property, vehicles, whatever it is — it counts towards your net worth instead of being left out.
Linked to debts
See your real net worth
A mortgaged home shows up with the property and the loan connected — not just the asset's gross value.
At your own pace
Update when it makes sense
Physical assets don't have a daily price — update the value whenever you like, without forcing a frequency that doesn't exist.
Debts
Every kind of debt
Each in the right category
Loans, mortgages, credit cards, overdrafts — without lumping everything into a single account.
Rate and due date
Know what it's costing you
Every debt with its rate, due date and how much has been paid so far.
Debt ratio
A number, not a feeling
See how heavily your debt weighs on your net worth, without guessing whether things are comfortable or tight.
Artificial intelligence

Ask. It answers with your own finances.

No generic market answers — every response is built on your data, on the spot, as a card.

Today

"add 400 shares of petr4 on 20/04/2025, avg price 28.90, broker rico"

PEPETR4Shares · 1 transaction
Date
20/04/2025
Type
Buy
Qty
400
Price
R$ 28,90
✓ Confirm and add
Today

"which assets gained and lost the most this year?"

BRCO11 · Property fund+27,75%
Fixed-rate Treasury 2029+14,67%
Multi-strategy fund-12,85%
Today

"where is my allocation most concentrated?"

54% of your portfolio is in Equities — 9 points above the 45% target you set.

Today

"how much more do i need to hit my fixed income target?"

You're R$ 42,300 away from the 30% fixed income target you set.

Coming soon

📎 bank app screenshot

The AI will recognise the asset straight from the screenshot and build the transaction on its own, just like it already does from a sentence.

Coming soon

📎 mortgage-agreement.pdf

Upload the contract and the AI records the right asset or debt, explaining terms and clauses neutrally.

What the AI does — and what it doesn't

fuolio's AI answers based on your own finances and offers general money-management tips. It doesn't recommend buying, selling or swapping any specific asset — that decision is always yours.

Global wealth

In any currency, anywhere in the world

Full consolidation with support for global currencies, crypto assets and languages from around the world, converted at the daily exchange rate.

🌐 50+ languages💱 150+ currencies⚡ Automatic FX

50+ languages and 150+ currencies

Add assets in the US, Europe, Asia, Brazil or in crypto. Every position keeps the currency it was bought in, and fuolio calculates your overview, converted in real time.

+150Fiat & crypto currencies
+50Supported languages
DailyOfficial exchange rate
Converted positionsBRL (R$)
Shares & FundsR$ 384.200 ↗ +12%
Crypto & Cash reserveR$ 142.560 ↗ +0,7%
Consolidated totalR$ 526.760
🇧🇷
BRL
Performance
Compare with the market
Your portfolio side by side with CDI, IBOV, S&P 500 or whichever benchmark makes sense for you.
Your portfolio+7,4%
CDI+6,1%
Sub-allocation
Filter your way
View by currency, bank, country or asset type — shares, funds, crypto, treasuries — in the currency of your choice.
Sharing
Invite the people who follow along with you
Give view-only access to your partner or your adviser, without sharing your password.
Who uses it

Stories from people who've already organised their wealth

We're still gathering the first testimonials from people using fuolio. As soon as we have real stories to tell, they'll show up here — no made-up testimonials.
Before you start

Frequently asked questions

Does fuolio tell me what to do with my money?

fuolio's AI gives general money-management tips — on diversification, debt and things to watch in your overview. It doesn't recommend buying, selling or swapping any specific asset, and it isn't an investment advisory service — the final decision is always yours.

Does fuolio hold or move my money?

No. fuolio is read-only — it connects and organises information, but never holds custody, executes orders or moves funds. Your account and your money stay exactly where they've always been.

Does it work if my wealth is in more than one currency?

Yes — that's what fuolio is built on. Each asset is recorded in the currency it actually exists in, and the system converts everything at the day's exchange rate.

Is fuolio only for people who invest in shares?

No. It was built for your entire net worth: financial assets, property, vehicles and other possessions, plus the debts that fund or eat into all of it.

For you

Your wealth already exists. Take control of it.

Add your assets, debts and property in any currency, and keep your overview always up to date.

No card needed to startThe decision stays yours