Folio — Portfolio Intelligence

Folio.

One-time setup to enable secure client data storage

Step 1 — Create a free Supabase project

Go to supabase.com, sign up, and create a new project named folio-app. Choose US East. Wait ~2 minutes for it to load.

Step 2 — Run this SQL in Supabase → SQL Editor

create table profiles (
  id uuid references auth.users on delete cascade,
  name text, role text, api_key text, primary key (id)
);
create table clients (
  id uuid default gen_random_uuid() primary key,
  advisor_id uuid references profiles(id) on delete cascade,
  name text not null, email text, age integer,
  risk_level text, account_value numeric,
  tickers text[], notes text,
  created_at timestamp default now()
);
alter table profiles enable row level security;
alter table clients enable row level security;
create policy "own profile" on profiles for all using (auth.uid()=id);
create policy "own clients" on clients for all using (auth.uid()=advisor_id);

Step 3 — Get your credentials from Settings → API

Copy your Project URL and anon/public key, then paste below.

Supabase Project URL

Supabase Anon Key

🔒Your credentials are saved only in your browser and sent directly to Supabase. All client data is encrypted at rest with row-level security — advisors can only see their own clients.