Insightfolio
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Introduction
Investment analysis for portfolio optimization
Insightfolio Product Information
Insightfolio: Health Check for Your Portfolio
Insightfolio is an AI-powered investment analysis tool that quickly assesses your portfolio to help you save costs, control risks, and improve returns. It generates a detailed report in about 2 minutes and supports reporting for individual portfolios or multiple portfolios via Investor Packages. The platform emphasizes clarity, actionable insights, and accessibility for all experience levels, with no requirement for credit card to start.
How Insightfolio Works
- Input your portfolio: Add instruments (stocks, ETFs, etc.) and assign weights by value or percentage. The platform guides you to ensure accurate data capture.
- Generate a report: Receive a detailed, easy-to-understand analysis that highlights costs, risks, diversification, and potential future scenarios.
- Review insights: Explore explanations powered by AI to understand complex metrics without financial jargon.
- Take action: Use the recommendations and simulations to adjust risk, cut costs, or explore new opportunities. Reports can be shared with advisors or teams.
Features
- Instant, no-sign-up access to a detailed portfolio health check
- Analyze costs, risks, diversification, and potential future outcomes
- AI-powered explanations translate complex data into simple insights
- Monte Carlo-based future projections to illustrate possible outcomes
- Supports US, UK, Germany, France, Canada, and Mexico equities/funds
- Share reports with financial advisors or teammates
- Flexible reporting: buy additional reports or use Investor Packages
- Clear privacy and data security practices
- Educational explanations suitable for beginners
How to Use Insightfolio
- Add your portfolio instruments (Stocks, ETFs, etc.).
- Assign weights to each instrument (EUR value or percentages).
- View the detailed report with risk, diversification, future projections, and cost evaluations.
- Use the insights to adjust your portfolio and potentially improve outcomes.
What You Get in a Report
- Risk Level Assessment
- Diversification Analysis
- Investor Type Suitability
- Future Projection (Monte Carlo simulations)
- Exposure Analysis across asset classes, sectors, and regions
- Income Overview (dividends/potential)
- Cost Evaluation (hidden fees and expenses)
- Simplified explanations of complex concepts
Pricing & Plans
- First report free: Analyze your portfolio at no cost
- $0 upfront to start; no credit card required
- $2.49 for each additional report; other package options available
- Optional for businesses: Insightfolio for Business to share analyses with clients
Safety, Privacy & Data Handling
- Your data is encrypted and securely protected at all times
- Data is used to generate reports and not shared without your consent
- Cryptocurrencies and derivatives are not currently supported
- The platform emphasizes educational use and does not replace professional financial advice
Frequently Asked Questions
- What is Insightfolio and how can it help me? A comprehensive portfolio analysis tool that clarifies performance, risk, and diversification to support informed decision-making.
- Does Insightfolio provide financial advice? No, it provides guidance and data-driven insights; it does not replace professional financial advice.
- How does the future projection work? Uses Monte Carlo simulations to model thousands of possible future scenarios based on historical data and probabilities.
- How do I input my portfolio? Add instruments and assign weights; the platform guides you through data capture.
- What investments are supported? Stocks and funds from the US, UK, Germany, France, Canada, and Mexico.
- Is my data safe? Yes; state-of-the-art encryption and security practices protect your data.
- Can I share reports? Yes, reports can be shared with financial advisors or others.
How Insightfolio Helps You Make Better Decisions
- Save costs by identifying and reducing unnecessary fees
- Gain a holistic view of risk interactions across your portfolio
- Improve returns by exploring data-driven scenarios and adjustments
- Access clear explanations to boost confidence and decision-making
Why Use Insightfolio
Insightfolio translates complex financial data into actionable insights, helping both beginners and experienced investors understand performance, risk, and potential outcomes without overwhelming jargon. It facilitates informed decisions, saves time, and supports collaboration with advisors.