Insightfolio
Analyze investment portfolios to optimize costs, risks, and returns
Target Audience
- Individual investors
- Financial advisors
- Investment club members
Hashtags
Social Media
Overview
Insightfolio gives investors an instant health check for their portfolios using plain-language analysis. Get clear visual reports showing hidden fees, risk exposure, and diversification gaps in 2 minutes. It uses simulations to show potential future outcomes, helping you make informed adjustments without financial jargon.
Key Features
Risk Assessment
Evaluates portfolio-wide risk exposure across all assets
Cost Evaluation
Identifies hidden fees to boost net returns
Monte Carlo Simulation
Shows 1,000+ potential future growth scenarios
Diversification Score
Visualizes asset class/sector/region balance
AI Explanations
Translates complex data into plain English insights
Use Cases
Compare multiple portfolio strategies
Share reports with financial advisors
Optimize international diversification
Identify hidden investment fees
Simulate long-term growth scenarios
Pros & Cons
Pros
- Free initial portfolio analysis report
- AI translates complex data into plain English
- Supports stocks/ETFs from 6 countries
- Actionable recommendations for optimization
Cons
- No cryptocurrency or derivatives support
- No personalized financial advice
- Pay-per-report model gets expensive for frequent users
Pricing Plans
Starter
one-timeFeatures
- First report free
- No credit card required
- Instant PDF download
Investor Packages
per reportFeatures
- Additional portfolio analyses
- Compare multiple strategies
- Business solutions available
Pricing may have changed
For the most up-to-date pricing information, please visit the official website.
Visit websiteFrequently Asked Questions
Does Insightfolio provide financial advice?
No, it offers data-driven guidance but doesn't replace human financial advisors
How accurate are future projections?
Based on historical data and Monte Carlo simulations - shows possibilities not guarantees
Can I analyze crypto investments?
No, currently supports stocks/ETFs from 6 countries but not cryptocurrencies
Reviews for Insightfolio
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