From spreadsheet to strategy in 30 seconds.

Most brokers let you export your holdings as a CSV or Excel file. FolioSense accepts both. Here's how to export from the most common platforms:

• Robinhood — Account → Statements & History → Export
• Fidelity — Accounts → Portfolio → Download
• Charles Schwab — Accounts → Positions → Export to spreadsheet
• Interactive Brokers — Reports → Activity → Positions

Your file needs at least three columns: the stock symbol (ticker), the number of shares, and the price you paid. Sector and ROI columns are optional but give you richer analysis.

Not sure about the format? Try our sample file — it loads with example data so you can explore all the features before uploading your own.

Drag and drop your file onto the FolioSense app. That's it. No forms, no email, no password.

Within seconds you'll see your complete portfolio breakdown: total value, a risk score from 0 to 100, how concentrated your holdings are, and which sectors you're exposed to.

Every chart is interactive. Hover over any data point to see the details. The scatter plot shows you every stock as a point — risk on the X axis, return on the Y axis — so you can instantly spot which positions are high risk and low reward.

Once your portfolio is loaded, an AI advisor is ready to answer any question about it — in plain language, using your actual numbers.

You can ask things like:

• "Am I too heavily invested in tech?"
• "Which of my stocks has the worst risk-to-return ratio?"
• "What would happen to my portfolio if the tech sector dropped 20%?"
• "Should I be worried about my NVDA position?"

The AI knows your exact holdings, weights, sectors, and ROI. It gives advice specific to your portfolio, not generic tips copied from a finance blog.

FolioSense is an educational tool. Nothing here is professional financial advice. Always consult a qualified advisor before making investment decisions.