AI-assisted portfolio research, built for simulation and reproducibility

Explore portfolio construction ideas through deterministic simulation and analysis.

What is Foliorank?

Foliorank is an open-source toolkit for systematic portfolio research using AI-assisted analysis. The toolkit enables deterministic simulation of portfolio construction methodologies, providing reproducible results for educational and research purposes.

Key capabilities include natural language portfolio planning, performance simulation, and comparative analysis.

What Foliorank is NOT

Not a trading platform
Not an execution engine
Not an investment advisor
No broker or exchange connectivity

Key Capabilities

Portfolio Planning: Convert natural language descriptions into structured simulation-ready portfolios
Deterministic Simulation: Generate reproducible performance metrics and risk analysis
Portfolio Comparison: Rank and compare multiple portfolio approaches objectively
Schema Validation: Ensure data integrity and audit-friendly outputs

Who is this for?

Researchers exploring portfolio construction methodologies
Developers building financial analysis tools
Learners studying quantitative portfolio concepts

Installation

Install Foliorank from PyPI:

pip install foliorank

Example usage:

foliorank plan "balanced portfolio for simulation" --out portfolio.json
foliorank simulate --in portfolio.json --out results.json

View on GitHub Install from PyPI

Links

GitHub Repository PyPI Package Documentation

Disclaimer

Foliorank operates within simulation environments and does not execute any real-world transactions. The toolkit is designed for research, education, and analytical purposes. No recommendations, guarantees, or advice are provided. Users are responsible for their own decisions and actions.