01See the whole
Unified Portfolio Intelligence
Understand investments across multiple accounts as one portfolio. Bring the pieces together to see how each holding fits into the whole.
Multiple accounts. One perspective.
Portfolio intelligence, with intention
Know what you own.
Understand why.
Invest with intention.
Institutional-grade portfolio intelligence for individual investors.
Request early accessCurrently in development.
The bigger picture
Built for the thoughtful investor
Your portfolio is more
than the sum of its accounts.
We’re building AlphaFolio to connect the full picture with the details that matter. A clearer view today. More intentional decisions tomorrow.
02Look beneath the surface
Advanced Portfolio Analytics
Explore allocation, concentration, diversification, factor exposures, risk, and portfolio behavior. Move from a list of holdings to a deeper understanding of your investments.
More context for every position.
03Think ahead
AI-Assisted Decision Support
Evaluate alternatives, explore scenarios, and make more informed investment decisions. Our longer-term vision pairs portfolio context with tools to support your judgment.
Your decisions. Better informed.
These capabilities describe our product direction. They are not available as a public service yet.
A more considered way to invest
Be part of what comes next.
Follow AlphaFolio as we build a clearer way to understand your investments.
Request early access by email
Email hello@ontologo.com to express interest. Opens your email app; no automatic signup. Please don’t include financial information.