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Folify vs Ascend

A side-by-side comparison built from both listings. Blank cells mean the company has not given that detail; we never guess.

Folify compared with Ascend
DetailFolify logo FolifyAscend logo Ascend
What it doesPortfolio rebalancing tool for investors Your whole net worth on iPhone
StageNot given Not given
FoundedNot given Not given
Based inNot given Not given
Pricing modelNot given Freemium
PricingBasic: $5/month or $40/year (billed yearly). Pro: $8/month or $60/year. Ultra: $12/month or $100/year. First month free. Free: $0. Pro: $12.99/month or $99/year (save 36%).
Key features
  • Portfolio holdings monitoring across multiple accounts
  • Multi-segment allocation tracking with up to 10 levels
  • Allocation drift notifications via email and Telegram
  • Rebalancing plan calculation with specific asset actions
  • Support for stocks, ETFs, crypto and currencies from 70+ exchanges
  • Customizable drift limits and waiting periods for alerts
  • Automatic 24/7 value and allocation updates
  • 15-minute delayed or end-of-day market data
  • Automatic brokerage sync through SnapTrade on Pro
  • Manual entry of bank, retirement, and cash balances
  • Keyless crypto wallet tracking by public address
  • Ask Ascend AI copilot for portfolio questions
  • Time-weighted returns vs. S&P 500 benchmark
  • Retirement projection with Monte Carlo scenarios
  • Weekly Rundown portfolio report on Pro
  • Up to 10-stock Watchlist with research on Pro
  • Real estate tracking with FHFA estimates
What makes it different
  • User-defined rules determine when alerts trigger, not the system
  • Alerts only sent when both drift and time conditions are met simultaneously
  • Detailed rebalancing actions specify exactly which assets to buy and sell in each account
  • Nested segment structure allows organizing portfolios by purpose, region, risk or custom categories
  • Read-only design means Ascend cannot trade or move money
  • No private keys ever required for crypto tracking
  • Data encrypted at rest with separate key protection
  • Financial data never sold to advertisers or brokers
Community votes00
DR (Domain Rating by Ahrefs)Not checked yet no change since last checkNot checked yet no change since last check
Trust Flow (Majestic)01
Citation Flow (Majestic)014
Referring domains (Majestic)03

4 details filled in for both companies.

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