Insightfolio Howto
Insightfolio is a comprehensive investment analysis tool that provides detailed portfolio assessments to help investors save costs, control risks, and improve returns.
View MoreHow to Use Insightfolio
Go to the Insightfolio website: Visit https://insightfol.io/ to access the Insightfolio platform.
Choose to analyze your portfolio: Click on 'Analyze your portfolio' or 'Get started' to begin the process.
Input your investment portfolio: Add the instruments in your portfolio (e.g. stocks, ETFs) and specify the weight of each instrument, either by EUR-value or percentages.
Generate your portfolio report: After inputting your portfolio details, the system will generate a comprehensive report analyzing various aspects of your investments.
Review the risk level assessment: Examine the risk level of your portfolio and consider adjusting it to match your comfort level.
Analyze diversification: Assess how well your portfolio is diversified across different asset classes, sectors, and regions.
Check past performance: Evaluate how your portfolio has performed historically.
Explore future projections: Review the Monte Carlo simulation results to understand potential future scenarios for your portfolio.
Evaluate costs: Identify and analyze the costs associated with your investments to potentially minimize hidden fees.
Consider AI-powered insights: Review the AI-generated insights that interpret complex investment data into easy-to-understand recommendations.
Take action based on insights: Use the information and recommendations provided to make informed decisions about adjusting your portfolio if needed.
Optionally, consult with a financial advisor: If you chose the option to talk to a financial advisor, schedule and participate in the 30-minute call to discuss your report.
Share your report (optional): If desired, share your generated report with your personal financial advisor or others to facilitate discussions about your investment strategy.
Join the investing community (optional): Consider joining the Insightfolio Discord channel to connect with other investors, share insights, and learn from the community.
Insightfolio FAQs
Insightfolio is an investment analysis tool designed to provide a comprehensive understanding of your investment portfolio. It examines your portfolio's performance, risk levels, and diversification across asset classes, sectors, and regions.
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