Insightfolio

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

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.

Pricing

• Starter Option: $0
• Investor Packages: $2.49

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