Free report
Free
$0 one-time portfolio report without a card
- Report
- Risk, diversification, overlap, cost, and performance insights
- Access
- One free report per new account
Insightfolio
● Identity checkedAssistant · Vendor site 2026-10-04
Insightfolio explains investment portfolios with AI-generated risk, diversification, and exposure insights beyond typical broker summaries. Investors upload holdings for reports, optional ongoing Pulse monitoring, and research tools for ETFs and community portfolios.
- Category
- Assistant
- Free access
- Free report tier is $0 with no card needed for risk and diversification insights; Pulse monitoring includes a 14-day trial that requires a card.
- API access
- Not confirmed
Is Insightfolio right for you?
A good fit for
Individual investors and advisors who want plain-language portfolio diagnostics, monitoring alerts, and ETF research helpers.
Before you choose
Pulse at $6.99 per month includes one monitored portfolio and one broker connection plus five reports each month.
Portfolio clarity
Insightfolio combines free onboarding reports with Pulse subscriptions that bill monthly in USD for ongoing monitoring and included report quotas.
What it can do
Features & capabilities
Unknown is different from unavailable. Each fact carries its own evidence.
| Capability | Value | Evidence | Checked |
|---|---|---|---|
| Portfolio reports | Homepage promises clear insights on risk, exposure, and diversification with reports in about two minutes. | Facts sourced | 2026-10-04 |
| Pulse monitoring | Pricing copy describes daily allocation checks, drift alerts, and weekly summaries for monitored portfolios. | Facts sourced | 2026-10-04 |
| Monte Carlo projections | FAQ explains future portfolio projections using Monte Carlo simulation across many scenarios. | Facts sourced | 2026-10-04 |
Understand the total cost
Insightfolio pricing & plans
Pulse
$6.99 /mo
$6.99 per month billed monthly
- Monitoring
- Daily allocation checks and drift alerts
- Portfolios
- 1 monitored portfolio and 1 broker connection
- Reports
- 5 reports every month included
Pulse Pro
$14.99 /mo
$14.99 per month billed monthly
- Monitoring
- Up to 5 monitored portfolios and 5 broker connections
- Reports
- 15 reports every month included
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Explore toolThe practical questions
Frequently asked questions
What exactly does the AI-powered insights feature do?
Insightfolio interprets complex investment data and translates it into easy-to-understand insights to help you make informed portfolio decisions.
How does the future projection of my portfolio work?
Insightfolio uses a Monte Carlo simulation to run thousands of future scenarios based on your current portfolio, showing a range of possible outcomes rather than a single prediction.
What is Insightfolio used for?
Insightfolio explains investment portfolios with AI-generated risk, diversification, and exposure insights beyond typical broker summaries. Investors upload holdings for reports, optional ongoing Pulse monitoring, and research tools for ETFs and community portfolios.
Does Insightfolio have a free plan?
Free report tier is $0 with no card needed for risk and diversification insights; Pulse monitoring includes a 14-day trial that requires a card.. This record lists ongoing free access; check the plan limits before starting.
How much does Insightfolio cost?
The listed monthly price is $6.99 USD at monthly billing. See the plan cards for entitlements, billing commitments and seat minimums.
Can I use Insightfolio through an API?
Not confirmed. API access and subscription access may have different terms; consult the linked sources.
What should I check before choosing it?
Pulse at $6.99 per month includes one monitored portfolio and one broker connection plus five reports each month.
Price history
No retained pricing changes yet. A current price alone does not establish a historical trend.
How this profile is supported
Identity and profile
Reviewed vendor source
Read original source ↗Facts apply to the named version and check date. Send a sourced correction if something changed.