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Insightfolio

Insightfolio

Insightfolio is a comprehensive investment portfolio analysis tool that offers detailed insights into risk, diversification, and overall performance to help investors make smarter decisions.

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About Insightfolio

Insightfolio provides an in-depth analysis of your investment portfolio, evaluating performance, risk levels, and diversification across various asset classes, sectors, and regions. It simplifies complex financial concepts into accessible insights, enabling you to make well-informed decisions aligned with your financial goals and values. Whether you're assessing risk or exploring growth opportunities, Insightfolio helps you gain clarity and confidence in your investment strategy.

How to Use

To start with Insightfolio, input your investment instruments such as stocks or ETFs, then assign weights either by monetary value or percentage. The platform guides you through each step to ensure precise data entry. You can also connect your brokerage account for automated reporting and analysis.

Features

  • Cost and fee evaluation
  • Risk level analysis
  • Diversification assessment
  • Monte Carlo simulations for future projections
  • Portfolio health check
  • In-depth investment analysis
  • AI-driven insights for smarter decisions
  • Investor profile suitability analysis
  • Income overview and tracking
  • Historical performance review
  • Asset exposure analysis
  • Comprehensive portfolio analytics

Use Cases

  • Simulate potential future portfolio outcomes
  • Share detailed reports with financial advisors
  • Evaluate portfolio risk and diversification levels
  • Analyze asset class, sector, and regional exposure
  • Identify hidden costs and optimize expenses

Best For

Individual investorsFinancial advisorsInvestment professionalsPortfolio managersWealth managers

Pros

  • Flexible pricing options to suit various needs
  • Helps identify unnecessary fees and costs
  • Utilizes advanced encryption for data security
  • Provides AI-powered explanations of complex concepts
  • Saves time with automated analysis
  • Offers clear insights into risk, exposure, and diversification
  • Supports a broad range of stocks and funds

Cons

  • Future projections rely on historical data and probabilities, not guarantees
  • Does not offer personalized financial advice
  • Brokerage account integration is currently under development
  • Does not support cryptocurrencies or derivatives at this time

Pricing Plans

Choose the perfect plan. All plans include 24/7 support.

Starter Plan

$0

Get your first report free. No commitments or credit card required. Instant access to detailed portfolio insights at no cost.

Get Started
Most Popular

Investor Packages

$2.49 per report

Purchase additional reports or explore bundled options. Maintain consistent insights, refine your strategies, and access your reports anytime.

Get Started

FAQs

What is Insightfolio and how can it help my investing?
Insightfolio is an advanced investment analysis platform that provides detailed insights into your portfolio’s performance, risk, and diversification. It helps you make informed decisions aligned with your financial goals.
Does Insightfolio give financial advice?
No, Insightfolio offers analysis and insights but does not provide personalized financial advice. Consult a financial professional for tailored guidance.
How does the AI-powered insights feature assist me?
This feature translates complex investment data into easy-to-understand insights, supporting smarter decision-making for your portfolio.
How are future portfolio projections generated?
Using Monte Carlo simulations, Insightfolio estimates potential future outcomes based on statistical modeling, giving you a range of possible risks and rewards.
How do I input my investment data?
Add your investment instruments like stocks or ETFs and assign weights by value or percentage. The platform guides you through each step for accurate data entry.
What types of investments can I analyze with Insightfolio?
It supports a wide range of stocks and funds from the US, UK, Germany, France, Canada, and Mexico. Cryptocurrency and derivatives are not yet supported.
Is my financial data secure?
Yes, we employ advanced encryption and security protocols to ensure your data remains private and protected at all times.
How current is the data used for analysis?
We utilize the latest available data for each instrument to provide the most up-to-date insights and reports.
Can I access multiple reports?
Absolutely. You can purchase and manage multiple reports. Our platform also offers business solutions for larger groups or clients.
Are educational resources available for beginners?
Yes, our explanations aim to empower investors at all levels, including beginners, with clear and helpful insights.