Insightfolio

Insightfolio is an AI-powered investment analysis platform that helps investors understand their portfolio's risk, exposure, and diversification. By inputting holdings (stocks, ETFs, bonds), users receive a comprehensive report covering asset allocation, sector and geographic exposure, market cap breakdown, cost evaluation, and past performance. The tool translates complex data into plain-language insights, making it accessible to beginners and experienced investors alike. Portfolio Pulse extends the one-time report into ongoing monitoring with daily tracking, drift alerts, and a health score. Monte Carlo simulations provide future performance projections. Insightfolio supports stocks and funds from the US, UK, Germany, France, Canada, and Mexico, but does not support cryptocurrencies or derivatives.