Upload your stocks in seconds. FolioSense gives you AI-powered risk analysis, visual breakdowns, and a personal advisor that actually explains what your portfolio means.
Works with CSV and Excel files · No sign-up · Free forever
No spreadsheets. No finance degree required. Just upload and understand.
Upload your CSV or Excel file and get a full breakdown in seconds. Risk score, sector distribution, top and worst performers, all calculated automatically.
Ask anything about your portfolio in plain language. Am I too concentrated in tech? Get clear answers based on your actual holdings.
Pie charts, bar charts, scatter plots, and radar profiles. Every chart is interactive so you can see exactly where your money is.
No subscription. No account. No credit card. FolioSense is free forever for personal portfolio analysis.
Save a clean, branded PDF of your full analysis. Risk score, sector breakdown, and every holding included. Keep it, print it, or share it.
No tutorials. No onboarding. You'll understand your portfolio before you finish your coffee.
Full walkthroughDownload a CSV or Excel from Robinhood, Fidelity, Schwab, or any platform.
Drop it in. FolioSense reads your holdings automatically, no formatting required.
Instant risk score, sector breakdown, and AI-powered insights. Ask follow-up questions in plain language.
FolioSense is supported by non-intrusive ads. No paywalls, no premium tiers. Just a small ad that helps keep everything free.
Upload your stocks in seconds. FolioSense gives you AI-powered risk analysis, visual breakdowns, and a personal advisor.
Analyze my portfolioFree · Private · AI-powered