Insightfolio

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.

How to use Insightfolio?

To use Insightfolio, you add the instruments in your portfolio (e.g., Stocks, ETFs) and then choose the weight of each instrument, either by EUR-value or percentages. The platform guides you through the process to ensure your data is accurately captured. You can also get a report by connecting your brokerage account.

Insightfolio’s Core 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

Insightfolio’s Use Cases

• Assess investment portfolio risk and diversification.
• Identify and minimize hidden costs in your portfolio.
• Simulate future portfolio performance.
• Understand asset class, sector, and regional exposure.
• Share reports with financial advisors to facilitate discussions.