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Insightfolio

Analyze investment portfolios to optimize costs, risks, and returns

Monthly Visits: 24.4K
Freemium
Free Version
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Insightfolio

What is Insightfolio?

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 of Insightfolio

  1. 1

    Risk Assessment

    Evaluates portfolio-wide risk exposure across all assets

  2. 2

    Cost Evaluation

    Identifies hidden fees to boost net returns

  3. 3

    Monte Carlo Simulation

    Shows 1,000+ potential future growth scenarios

  4. 4

    Diversification Score

    Visualizes asset class/sector/region balance

  5. 5

    AI Explanations

    Translates complex data into plain English insights

Insightfolio AI Tool Use Cases

  • πŸ“Š
    Compare multiple portfolio strategies
  • πŸ‘”
    Share reports with financial advisors
  • 🌍
    Optimize international diversification
  • πŸ’Έ
    Identify hidden investment fees
  • πŸ“ˆ
    Simulate long-term growth scenarios

FAQs from Insightfolio

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

Pros & Cons of Insightfolio

Pros (4)

  • Free initial portfolio analysis report
  • AI translates complex data into plain English
  • Supports stocks/ETFs from 6 countries
  • Actionable recommendations for optimization

Cons (3)

  • No cryptocurrency or derivatives support
  • No personalized financial advice
  • Pay-per-report model gets expensive for frequent users

Insightfolio's Pricing Plans

Starter

one-time
$0

Features

  • First report free
  • No credit card required
  • Instant PDF download

Investor Packages

per report
$2.49

Features

  • Additional portfolio analyses
  • Compare multiple strategies
  • Business solutions available
For the latest pricing info, pleaseΒ visit the official website

More Info About Insightfolio

Who is using insightfolio?

This tool is best for:

  1. Individual investors
  2. Financial advisors
  3. Investment club members

Insightfolio's Tags

Explore more niche AI tool websites by clicking on a tag* (works only if it has enough tools).

#PortfolioAnalysis#DIYInvesting#InvestmentTool#FinancialHealthCheck

Insightfolio Social Media

Visit Insightfolio on social media to stay updated with the latest news and features.

Website Analytics of Insightfolio

Insightfolio Website Traffic & SEO Analysis:

Recent data shows that Insightfolio has 24.4K monthly visits (28324.4% increase from the previous month), 50.0% bounce rate, and average 2.69 pages per visit.
Traffic is primarily driven by 6 different sources. SEO performance is shown by 2 tracked keywords, with "speculative portfolios" being the top-performing keyword with 230 monthly searches. See below for more info.

Monthly Visits

24.4K

(+28324.4%)

Pages per Visit

2.69

Bounce Rate

50.0%

Average Time on Site

1m 58s

Traffic Trend(Apr 2025 - Sep 2025)

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Top Keywords

SEO KeywordVolumeCPC
speculative portfolios
230-
what percentage does splg pay qualified dividends?
0-
Analytics data is estimated (from third-party analytics providers) and for reference only.

πŸš€ Insightfolio Launch Badge

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How to use: Simply copy and paste the embed code into your homepage or footer HTML to display it instantly and build community support.

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