Get a health check for your investments

Quickly assess your portfolio to save costs, control risks and improve returns.

Analyze your portfolio Get your report in 2min
Pricing

Flexible options for every investor

Starter Option

Select your investments and get a detailed report on your portfolio.

  • 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.

$0

For your first report

Investor Package

Buy 10 additional reports for insights on multiple portfolios.

  • 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.

$9.99

For 10 additional reports

Why

Make better investment decisions

1

Save costs

Explore and uncover all your investment costs compiled neatly in one place, enabling you to see beyond the fine print. Our tool helps you identify and cut unnecessary fees, potentially boosting your net returns.

2

Control risks

Gain a comprehensive understanding of the overall risks associated with your entire investment portfolio. Our analysis offers insights into how different assets interact and the combined risk they present, helping you make informed decisions to manage and mitigate these risks effectively.

3

Improve returns

Peek into the future with advanced simulations that reveal possible scenarios for your investments' growth. Understand potential outcomes and adapt your strategy to maximize returns based on realistic forecasts and market conditions.

4

Zoom out

Get a holistic view of how your individual investments interact and impact the overall health and balance of your portfolio. Our tool helps you understand the synergy between different assets, guiding you to make adjustments that enhance portfolio coherence and performance.

How

Transform your insights into action

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Risk Level Assessment

Adjust the risk of your portfolio to match your comfort level.

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Diversification Analysis

Assess how well your portfolio is diversified.

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Investor Type Suitability

Discover what kind of investor your portfolio aligns with.

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Past Performance

Evaluate how your portfolio has performed in the past.

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Future Projection

Simulate the possible future development of your portfolio.

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Exposure Analysis

Look at the asset classes, sectors, and regions you're invested in.

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Income Overview

Get a clear view of your portfolio’s dividend potential.

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Cost Evaluation

Identify and minimize hidden costs in your portfolio.

“Insightfolio is not just a tool, it became a partner in my investment journey.”

User of Insightfolio

Learn

Understanding your investments makes all the difference

Make better investment decisions by gaining a deeper understanding of your portfolio.

  • No Jargon: Complex financial concepts are translated into simple language—no investment knowledge required.
  • Save Time: Insightfolio does the research for you, providing explanations instantly, allowing you to focus on decision-making.
  • Gain Confidence: Reduce uncertainty by gaining a clear understanding of your portfolio strategy and its potential outcomes.

Insightfolio makes investing straightforward and brings clarity to your investment journey.

Join our investing community!

Connect with like-minded individuals who are passionate about investing. Share your portfolio reports, discuss strategies, and get insights from others in our growing community. Our Discord channel is the perfect place to ask questions, share knowledge, and learn together.

Frequently asked questions

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. Whether you're a seasoned investor or just starting out, Insightfolio can help you:

- Gain Clarity: Cut through the complexity of financial data to understand the true performance of your investments and how they align with your financial goals.
- Make Informed Decisions: Receive personalized, actionable recommendations to optimize your portfolio, whether by adjusting risk, cutting costs, or exploring new investment opportunities.
- Align Investments with Your Goals and Values: Ensure your portfolio not only aims for financial growth but also reflects your personal values, risk tolerance, and long-term objectives.

With Insightfolio, you’re not just analyzing numbers; you're empowering yourself with the knowledge and tools needed to make confident, informed decisions that drive your financial success.

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.

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.

You can buy an additional 10 reports at any time. On your report dashboard, you’ll see how many reports you have left to use. If you want to provide portfolio analyses to a larger group of users (e.g. your clients), we also offer business solutions at Insightfolio for Business.

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 variety of payment methods, including major credit cards and PayPal. Secure payment processing is important to us, which is why we use the well-known payment processor Stripe.

The information provided on this platform is for informational purposes only and should not be considered as financial advice. The content presented is general and educational in nature and provides insights and ideas onvarious financial topics.

Insightfolio assumes no liability for the accuracy, completeness or reliability of the information presented. Users are responsible for verifying the information and making independent decisions based on their own research and careful consideration.

Investments involve risks. Users should be aware that the value of investments may fluctuate and that past performance is not an indicator of future results. It is important to carefully consider your own risk tolerance and financial goals before making investment decisions.

By accessing the services, information or content offered by Insightfolio, users agree to the terms of this disclaimer. If you do not agree to these terms and conditions, please do not use our platform.