Folio
Investments
All your assets and holdings in one easy-to-use dashboard
Don’t waste time logging into multiple accounts, sync all your investments to your Fruition Folio and get your full financial picture.
Assets and allocations? Yeah, we’ve got you.
Click through to see how the Investments view of your Fruition Folio works.
View and filter all of your holdings in one click.
See an overview of all your allocations broken out by retirement and non-retirement holdings.
Watch your investment portfolio grow over time.
Need to brush up on your financial vocabulary?
Accounts Receivable
Adjustable-Rate Mortgage
Amortization
Annual Percentage Rate (APR)
Asset Allocation
Avalanche Method
Balance Sheet
Bear Market
Bond
Bougie / Boujee
Brokerage Account
Budget
Capital Gains
Cash Flow
Cash Stuffing
Certificate of Deposit
Certified Financial Education Instructor
Certified Financial Planner
Certified Public Accountant
Chartered Alternative Investment Analyst
Chartered Financial Analyst
Chartered Financial Consultant
Collateral
Compound Interest
Credit Score
Debt-to-Income Ratio (DTI)
Deposit Account
DINK
Diversification
Dividend
Doom Spending
Drip
Emergency Fund
Enrolled Agent
Equity
Estate Planning
Exchange-Traded Fund (ETF)
FICO Score
Fiduciary
Financial Independence
Financial Risk Manager
Fixed Expense
Girl Math
Gross Income
Growth Stock
Guap
Health Savings Account (HSA)
Hedge Fund
Holding Period
Home Equity Line of Credit (HELOC)
Income Statement
Index Fund
Inflation
Interest Rate
Job-Based Retirement Plan
Joint Account
Junk Bond
Junk Bond Fund
Keogh Plan
Key Man or Woman Insurance
Kiddie Tax
KIPPERS (Kids in Parents' Pockets Eroding Retirement Savings)
Kiting
Liability
Liquidity
Loan-to-Value Ratio (LTV)
Long-Term Investment
Loud Budgeting
Margin Account
Market Capitalization
Money Market Account
Mutual Fund
Nominal Interest Rate
Non-Performing Loan
Operating Expenses
Opportunity Cost
Option
Overdraft
Portfolio Diversification
Principal
Profit Margin
Publicly Traded Company
Pumpkin Spice Latte
Qualified Retirement Plan
Quality of Earnings
Quantitative Analysis
Quarterly Report
Retirement Savings Plan
Return on Investment (ROI)
Revenue
Risk Management
Savings Account
Secure the Bag
Secured Loan
Short-Term Investment
SINK (Single Income No Kids)
Snowball Method
Stocks
Target Date Fund
Tax Deduction
Total Return
Transaction Fee
Treasury Bonds
Underwriting
Uniform Commercial Code (UCC)
Unsecured Loan
Utility Bill
Value Investing
Variable Interest Rate
Venture Capital
Vesting
Volatility
Warrant
Wealth Management
Whole Life Insurance
Withdrawal
X-Brokerage
X-Linked Investment
X-Rate
XIRR (Extended Internal Rate of Return)
Year-to-Date (YTD)
Yield
Yield Curve
Young Investor
Zenith Point
Zero-Based Budgeting
Zero-Coupon Bond
Zoning
Ready to simplify your finances?
Sign up today and experience financial clarity like never before. It's free, secure, and ready when you are.
Ready to simplify your finances?
Sign up today and experience financial clarity like never before. It's free, secure, and ready when you are.
Ready to simplify your finances?
Sign up today and experience financial clarity like never before. It's free, secure, and ready when you are.
Ready to simplify your finances?
Sign up today and experience financial clarity like never before. It's free, secure, and ready when you are.
Products
Pricing
Partners
© Copyright 2024. All Rights Reserved by Fruition.
* Discount offer cannot be combined with other offers. Valid for monthly or yearly plans. Redeemable on web checkout only; not redeemable
on the Fruition mobile app. The promo code may expire or be deactivated at any time.
Products
Pricing
Partners
© Copyright 2024. All Rights Reserved by Fruition.
* Discount offer cannot be combined with other offers. Valid for monthly or yearly plans. Redeemable on web checkout only; not redeemable on the Fruition mobile app. The promo code may expire or be deactivated at any time.
Products
Pricing
Partners
© Copyright 2024. All Rights Reserved by Fruition.
* Discount offer cannot be combined with other offers. Valid for monthly or yearly plans. Redeemable on web checkout only; not redeemable
on the Fruition mobile app. The promo code may expire or be deactivated at any time.
Products
Pricing
Partners
© Copyright 2024. All Rights Reserved by Fruition.
* Discount offer cannot be combined with other offers. Valid for monthly or yearly plans. Redeemable on web checkout only; not redeemable on the Fruition mobile app. The promo code may expire or be deactivated at any time.