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 pricing
● 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
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
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
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