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Insightfolio

★3.6
💬53
💲Freemium

Insightfolio is an investment portfolio analysis tool that provides detailed insights on risk, diversification, and performance. It uses advanced analytics and AI to evaluate your portfolio's strengths and weaknesses, helping you make informed decisions. The platform supports a wide range of stocks and funds, offering clear explanations of complex financial concepts to simplify the investment process.

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Platform
web
AI-powered insightsDiversificationFinancial planningInvestment analyticsInvestment analyzerInvestment assessmentPortfolio analysis

What is Insightfolio?

Insightfolio is an investment analysis tool designed to provide a comprehensive understanding of your investment portfolio. It offers detailed examinations of your portfolio's performance, risk levels, and diversification across asset classes, sectors, and regions. Insightfolio helps users gain clarity, make informed decisions, and align investments with their goals and values. It translates complex financial concepts into simple language, saving time and reducing uncertainty in investment decisions.

Core Technologies

  • Artificial Intelligence
  • Monte Carlo Simulation
  • Data Analysis
  • Portfolio Optimization

Key Capabilities

  • Analyze portfolio risk and diversification
  • Evaluate past performance
  • Simulate future projections
  • Assess exposure across assets
  • Generate detailed reports
  • Provide AI-powered insights

Use Cases

  • Assess your portfolio's risk and diversification levels
  • Compare different investment strategies
  • Simulate potential future outcomes
  • Track exposure across various asset classes
  • Share reports with financial advisors for better discussions

Core Benefits

  • Gain clarity on your portfolio's risk and diversification
  • Save time by automating research and analysis
  • Make informed decisions based on data-driven insights
  • Identify hidden costs and unnecessary fees
  • Access flexible pricing options for individual or business use
  • Receive secure, up-to-date financial reports
  • Understand asset class, sector, and regional exposure

Key Features

  • Portfolio check
  • Portfolio Analytics
  • Investment assessment
  • Risk Level Assessment
  • Diversification Analysis
  • Investor Type Suitability
  • Past Performance Evaluation
  • Future Projection (Monte Carlo simulation)
  • Exposure Analysis
  • Income Overview
  • Cost Evaluation
  • AI-powered insights

How to Use

  1. 1
    Add instruments like stocks or ETFs to your portfolio
  2. 2
    Set the weight of each instrument by value or percentage
  3. 3
    Choose to connect your brokerage account for automatic data import
  4. 4
    Generate a detailed report instantly with AI-powered insights

Pricing Plans

Starter Option

$0
First report free: Analyze your portfolio at no cost. No commitment: No credit card required to get started. Instant access: Receive your detailed report instantly.

Investor Packages

$2.49
For each additional report – other package options available. Compare strategies: Consistent insights across all reports. Fine-tune your portfolios: Make adjustments based on data. Flexible usage: Use your reports whenever you need them.

Frequently Asked Questions

Q.What is Insightfolio and how can it help me?

A.Insightfolio is an investment analysis tool designed to provide you with a comprehensive understanding of your investment portfolio. By blending analysis techniques with user-friendly insights, Insightfolio offers a detailed examination of your portfolio's performance, risk levels, and diversification across asset classes, sectors, and regions. It can help you gain clarity, make informed decisions, and align investments with your goals and values.

Q.Does Insightfolio provide financial advice?

A.While Insightfolio is a powerful tool, it does not provide financial advice. We provide guidance and recommendations based on patterns and data analysis. However, this does not replace the expertise of a human financial, tax or retirement planning advisor.

Q.What exactly does the AI-powered insights feature do?

A.This feature interprets complex investment data and translates it into easy-to-understand insights, helping you make informed decisions about your portfolio.

Q.How does the future projection of my portfolio work?

A.To project the future performance of your portfolio, Insightfolio employs a Monte Carlo simulation, a renowned method for estimating the probabilities of various outcomes. This process provides a spectrum of potential financial outcomes, from highly favorable to less so, giving you a comprehensive view of possible future risks and rewards.

Q.What types of investments does Insightfolio support?

A.Insightfolio supports a wide range of stocks and funds available in the US, UK, Germany, France, Canada, and Mexico. Currently, cryptocurrencies and derivatives are not supported.

Pros & Cons (Reserved)

✓ Pros

  • Provides clear insights on risk, exposure, and diversification
  • Offers AI-powered explanations for complex financial concepts
  • Saves time by doing the research for you
  • Helps identify and cut unnecessary fees
  • Offers flexible pricing options
  • Supports a wide range of stocks and funds
  • Uses state-of-the-art encryption to protect financial data

✗ Cons

  • Does not provide financial advice
  • Currently does not support cryptocurrencies and derivatives
  • Future projections are based on historical data and statistical probabilities, not guarantees
  • Connecting brokerage account feature is still under development

Alternatives

No alternatives found.