SteadFolio

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SteadFolio is investment education software designed to guide beginners through structured learning about markets and long-term portfolio building. The platform combines lessons, practical tools, and an AI coach named Sofia to move learners from foundational concepts to advanced strategies. The learning process follows a cycle of learning, practicing, applying, reflecting, and repeating. Sofia tracks progress, portfolio holdings, and challenges to deliver personalized guidance throughout the journey. The software includes risk-free simulations such as paper trading with live market prices, a dollar-cost averaging simulator to demonstrate compounding effects, and a portfolio simulator for testing investment ideas. Panic mode delivers [redacted] to calculate annualized returns. Named goals and a budget calculator help establish financial targets and determine realistic investment amounts. SteadFolio emphasizes education without providing recommendations.