Folify vs Silvia
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 Silvia
| Detail | 
Folify | 
Silvia |
|---|
| What it does | Portfolio rebalancing tool for investors
| Your personal AI CFO for serious investors
|
|---|
| Stage | Not given
| Not given
|
|---|
| Founded | Not given
| Not given
|
|---|
| Based in | Not given
| US
|
|---|
| Pricing model | Not given
| Freemium
|
|---|
| Pricing | Basic: $5/month or $40/year (billed yearly). Pro: $8/month or $60/year. Ultra: $12/month or $100/year. First month free.
| Free tier with limited AI usage; Pro $17/mo billed annually or $20/mo monthly; Max $200/mo
|
|---|
| 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
| - Connect over 12,000 US banks and brokerages
- Connect crypto exchanges and self-custody wallets
- Track physical assets with live market data valuation
- Real-time financial insights via call, chat, or email
- Read-only access with no ability to move money
- SOC 2 Type II certified encryption
- Mobile-first web experience
- AI-powered financial analysis connected to real accounts
|
|---|
| 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
| - Built by investors specifically for investors
- AI answers questions using your real numbers, not generic examples
- Institutional-grade analysis in real time, 24/7
- Combines account aggregation with AI financial insights
- Secure with encrypted data and no credential storage
|
|---|
| Community votes | 0 | 0 |
|---|
| DR (Domain Rating by Ahrefs) | Not checked yet ● no change since last check | 42 ● no change since last check |
|---|
| Trust Flow (Majestic) | 0 | 12 |
|---|
| Citation Flow (Majestic) | 0 | 32 |
|---|
| Referring domains (Majestic) | 0 | 111 |
|---|
4 details filled in for both companies.
More alternatives to Folify More alternatives to Silvia