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Getting Started

Walkthrough

Get started with Folyo in minutes. Watch the video walkthrough or explore the quick tips below.

While you wait

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Connect your brokers

Head to the Portfolio or Dashboard and link your Zerodha, Dhan, or Kotak accounts to see your consolidated portfolio.

Read Guide
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Explore your portfolio

View all your holdings in one place with real-time prices and performance metrics.

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Create watchlists

Track stocks you're interested in with customizable watchlists and live price updates.

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Visualise holdings

Use the Portfolio Visualise feature to see treemaps and allocation breakdowns of your investments.

Need help? Use the Feedback button in the app to reach out to our team. We're happy to assist!