Get a health check for your portfolio
Quickly assess your investments to save costs, control risks and improve returns.
Latest Insightfolios
| Portfolio Title | Risk Profile | Diversification Profile | Annualized Return |
|---|---|---|---|
| A balanced portfolio with significant S&P 500 exposure and low geographic diversification | Balanced | Low Diversity | 13.21% |
| A growth-focused portfolio with strong US bias and modest bond allocation | Balanced | Single-Focused | 14.31% |
| A balanced and broadly diversified portfolio with a strong focus on US equities | Balanced | Broadly Diversified | 12.82% |
| A growth-focused portfolio with strong global diversification and efficient cost structure | Growth | Broadly Diversified | 13.84% |
| Balanced portfolio with strong tech focus and impressive historical returns but high concentration risk | Balanced | Moderately Diversified |
24.35%
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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.
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Investor Packages
Buy 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.
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For each additional report – other package options available
Make better investment decisions
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.
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.
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.
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.
Transform your insights into action
Risk Level Assessment
Adjust the risk of your portfolio to match your comfort level.
Diversification Analysis
Assess how well your portfolio is diversified.
Investor Type Suitability
Discover what kind of investor your portfolio aligns with.
Past Performance
Evaluate how your portfolio has performed in the past.
Future Projection
Simulate the possible future development of your portfolio.
Exposure Analysis
Look at the asset classes, sectors, and regions you're invested in.
Income Overview
Get a clear view of your portfolio’s dividend potential.
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
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.
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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
- 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.
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.
The information provided on this platform is for informational purposes only and should not be considered as financial or investment advice. Insightfolio does not provide investment advice, personalized recommendations, or guidance regarding the purchase, holding, or sale of financial assets. The tools and content are intended for educational purposes only and are not tailored to individual circumstances, financial needs, or objectives.
Insightfolio assumes no liability for the accuracy, completeness, or reliability of the information presented. Users are solely responsible for verifying the information and making independent decisions based on their own research and careful consideration. Use of the platform should not replace consultation with qualified financial professionals.
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. Investment decisions should be based on personal financial goals, risk tolerance, and independent evaluation of relevant information.
Insightfolio does not endorse or guarantee the suitability of any particular financial product, security, or strategy. Any projections, forecasts, or hypothetical scenarios presented on the platform are for illustrative purposes only and are not guarantees of future outcomes.
By accessing the services, information, or content offered by Insightfolio, users acknowledge and agree to these terms of the disclaimer. If you do not agree to these terms, please do not use our platform.