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Folify vs Fundstash

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 Fundstash
DetailFolify logo FolifyFundstash logo Fundstash
What it doesPortfolio rebalancing tool for investors Private expense tracker with on-device AI that never leaves your phone
StageNot given MVP
FoundedNot given Not given
Based inNot given Not given
Pricing modelNot given Free
PricingBasic: $5/month or $40/year (billed yearly). Pro: $8/month or $60/year. Ultra: $12/month or $100/year. First month free. Not given
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
  • Automated bank SMS sync that filters promotions and OTPs
  • Receipt OCR that reads bills on the phone
  • On-device AI using Gemini Nano or Apple Intelligence
  • Dynamic budgets with automatic suggestions and alerts
  • Bill-splitting with shareable links
  • Debt and EMI tracking with interest calculations
  • Home and Lock Screen widgets
  • Support for 107 currencies with offline exchange rates
  • AES-256 encrypted local storage with password-protected backups
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
  • No account, server or cloud needed—everything stays on your phone
  • On-device AI that never uploads your data or questions
  • Works fully offline with local exchange rate data
  • Automatic bank SMS parsing without manual entry
  • Bank alerts understood in multiple currencies including rupees, dollars and euros
Community votes00
DR (Domain Rating by Ahrefs)Not checked yet no change since last check2 +1 (up) since last check
Trust Flow (Majestic)03
Citation Flow (Majestic)023
Referring domains (Majestic)016

3 details filled in for both companies.

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