Five AI agents. One shared platform.
trefolio is the umbrella for a studio of AI agents built on shared infrastructure. Warren — the European portfolio tracker — is the flagship. Clara, Will, Renata, and Roxana extend the same patterns into personal finance, notes, CVs, and B2B sales.
The agents
Four products you can try today, plus one production case study running live for a real customer.
Warren
Investment analyst
Portfolio analysis, MOAT research, and AI insights inside trefolio — the flagship product for European investors.
Open trefolio
Clara
Personal finance
Tracks expenses, budgets, savings goals, and recurring bills. Chat about money on the web or Telegram — including a desktop month spreadsheet view.
Try Clara
Will
Smart notes
Captures voice notes and meeting transcripts, summarises them, and links related notes automatically — ideal for investing journals and decision logs.
Try Will
Renata
AI CV writing
Helps professionals draft and refine CVs with AI — structured sections, tone control, and export-ready output.
Try Renata
Roxana
WhatsApp B2B sales
A production WhatsApp sales agent that qualifies leads and supports B2B conversations — deployed for a real packaging manufacturer.
Running live inside PL PackagingShared platform underneath
For investors, press, and partners — the same building blocks across every agent, explained in plain language.
Multi-agent orchestration
Agents can coordinate on shared missions with clear ownership — Warren may consult Clara or Will when a task spans portfolio, cash, and notes.
Omni-channel delivery
Reach users where they already work: web apps, Telegram bots, and WhatsApp (via Roxana) on the same confirm-before-write patterns.
Confirm before write
Nothing persists without an explicit Confirm step. Proposals stay proposals until the user approves — a safety pattern across the studio.
35 languages
trefolio ships UI strings in 35 European languages so investors and partners can evaluate the product in their own locale.
MCP-native tooling
Personal access tokens connect Cursor, Claude Code, and other MCP clients to portfolio reads and Warren workflows.
Start with Warren
Create a free trefolio account to use the portfolio tracker — then explore Clara, Will, and Renata from the same studio.