Get a health check for your investments

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.

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

To project the future performance of your portfolio, Insightfolio employs a Monte Carlo simulation, a renowned method for estimating the probabilities of various outcomes. Imagine you’re trying to forecast the result of a football match, considering numerous variables like weather conditions, player injuries, and home advantage. By simulating the game thousands of times with different combinations of these factors, you observe a range of possible outcomes.

Similarly, the Monte Carlo simulation applies this concept to your investments, running thousands of future scenarios based on your current portfolio. 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. This isn't about predicting the future with certainty but offering insights into what could happen, enabling you to make informed, strategic decisions today.

Regarding accuracy, it's crucial to understand that the Monte Carlo simulation is based on historical data and statistical probabilities, meaning it illustrates potential outcomes rather than guaranteeing them. The value lies in its ability to help you grasp the range of possible futures, informing your investment choices without promising exact future results. This approach empowers you with a clearer perspective on how to navigate potential investment paths, considering both opportunities and uncertainties.

Yes, you can upgrade your plan at any time. If you start with the Essential plan and find that you need more reports or features, you can easily move up to the Advanced or Advanced+ plans.

First you’ll add the instruments of your portfolio (e.g. Stocks, ETFs...) and then you’ll choose the weight of each instrument in your portfolio, either by EUR-value or percentages. Our platform guides you through the process to ensure your data is accurately captured.

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.

Absolutely. We prioritize your privacy and security, employing state-of-the-art encryption and security measures to protect your data at all times.

Our platform uses the latest available data for each instrument, to ensure your report is as up-to-date as possible.

If your needs exceed what our Advanced+ plan offers, please contact our support team. We're happy to discuss custom solutions that accommodate your specific requirements.

Yes, we believe in empowering all investors with the knowledge to succeed. Our AI-powered explanations in the portfolio report aim to help different levels of investment experience - including beginners.

Definitely. You can easily share your generated reports with anyone, including your financial advisor, to help facilitate discussions about your investment strategy.

We accept a wide range of payment methods, including major credit cards and PayPal. Secure payment processing is a priority for us, ensuring your transaction is safe.