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What can I do with Folio?

Connect your brokerage account, see your holdings and realized or unrealized returns, and prepare staggered buy and sell orders. Try both order simulations below.

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One plan. Several buy or sell orders.

A staggered order ladder splits your chosen quantity across several limit prices. Folio lets you prepare buy or sell ladders, review the quantities, and track the resulting broker orders.

These two fictional examples assume fills exactly at each limit, no fees, and no slippage. Actual fills depend on liquidity and order priority. These are explanations, not forecasts; no orders are submitted here.

Simulation 1 · Buy

Build a position in six steps

Set six limit buys of 10 shares each. As the example price falls, the next order fills. Then see what a recovery does to the open position.

Example share price $54.000 of 6 orders filled
Buy illustration, step 0 of 7. Current price $54.00.$50$48$46$44$42$40Illustrative price steps · no time forecast
Six buy limit orders, ten shares per level
LimitSharesOrder valueStatus
$50.0010$500.00Waiting
$48.0010$480.00Waiting
$46.0010$460.00Waiting
$44.0010$440.00Waiting
$42.0010$420.00Waiting
$40.0010$400.00Waiting
Amount invested
$0.00
Shares owned
0
Average purchase price
No fills yet
Unrealized P/L
$0.00

All six buys require $2,700. At step 6 the position is worth $2,400: an unrealized loss of $300. A recovery is not guaranteed.

Simulation 2 · Sell

Take profit in six steps

Start with 60 shares bought at $40 each. Set six limit sells of 10 shares each, taking part of the position off as the example price rises.

Example share price $46.000 of 6 orders filled
Sell illustration, step 0 of 7. Current price $46.00.$50$55$60$65$70$75Illustrative price steps · no time forecast
Six sell limit orders, ten shares per level
LimitSharesOrder valueStatus
$50.0010$500.00Waiting
$55.0010$550.00Waiting
$60.0010$600.00Waiting
$65.0010$650.00Waiting
$70.0010$700.00Waiting
$75.0010$750.00Waiting
Sale proceeds
$0.00
Shares remaining
60
Original cost per share
$40.00
Realized P/L
$0.00

The full position originally cost $2,400. After all six sells, proceeds are $3,750 and realized profit is $1,350 before costs. If prices never reach a level, that order stays unfilled.

Create a buy or sell ladder

Sign in, choose Live or Paper, select your account, and review your orders.