You own 6 ETFs. Do you know what they actually own?
InsightFolio reveals the hidden factor exposures, overlap, and concentration risk buried inside your portfolio — in plain language, in minutes.
Used by 400+ self-directed investors · No credit card required
- US Stocks45%
- Int'l20%
- Bonds15%
- ETFs15%
- Cash5%
Factor Exposures
- Value0.71
- Growth0.44
- Momentum0.58
- Quality0.83
- Size0.29
See the Difference
Most tools show you what you hold. InsightFolio shows you what it means.
The Old Way
What Your Current Tools Show
- ✕Pie chart with basic percentages — "you own 45% US equities"
- ✕Account-by-account view with no aggregation
- ✕Returns without attribution — "you're up 12% this year"
- ✕No overlap detection across ETFs
InsightFolio
What InsightFolio Reveals
- ✓Factor breakdown: 38% Growth, 24% Value, 18% Momentum explained in plain English
- ✓True portfolio-wide view across all accounts and asset classes
- ✓Performance attribution: "7.2% of your return came from your tech factor overweight"
- ✓Hidden overlap alert: "SPY, QQQ and VOO share 63% of the same holdings"
From Connected to Enlightened in 3 Steps
No spreadsheets. No manual imports. Just instant portfolio clarity.
Connect Your Accounts
Link your brokerage accounts via secure read-only integration. Fidelity, Schwab, Interactive Brokers, and more — connected in under 2 minutes.
We Map Your True Exposure
InsightFolio breaks down every ETF and fund into its underlying factors — value, growth, momentum, quality, size, and geography — to reveal what actually drives your portfolio.
Get Your Plain-Language Diagnosis
Receive a clear report: your hidden concentrations, overlapping positions, and the exact factors generating (or killing) your returns. The 'I didn't know that' moment.
Institutional-Grade Analytics. Built for You.
The tools that hedge funds use to understand their portfolios — simplified for serious self-directed investors.
Factor Exposure Report
Know exactly which factors — value, growth, momentum, quality, size, geography — are driving your returns. Updated automatically as your portfolio changes.
Concentration & Overlap Analyzer
Discover which ETFs share the same underlying stocks. That 'diversified' portfolio of 6 funds might be 60% the same 50 companies.
Risk Attribution Dashboard
See where your volatility is actually coming from — position, sector, and factor level. Know if your risk is intentional or invisible.
The Only Tool Built for Portfolio Diagnostics
Portfolio Visualizer has the analytics but no live data. Sharesight has live data but no diagnostics. InsightFolio is the first to combine both.
| Feature | Portfolio Visualizer | Sharesight | InsightFolio |
|---|---|---|---|
| Live broker connectivity | ❌ Manual only | ✅ Yes | ✅ Yes |
| Factor exposure analysis | ✅ Yes | ❌ No | ✅ Yes |
| ETF overlap detection | ❌ No | ❌ No | ✅ Yes |
| Plain-language insights | ❌ No | ❌ No | ✅ Yes |
| Performance attribution | ✅ Partial | ❌ No | ✅ Full |
| Risk decomposition | ✅ Partial | ❌ No | ✅ Yes |
| Price | $29/mo | ~$19/mo | From $19/mo |
of self-directed investors don't know their true factor exposure
$29/mo is what you'd pay for less at Portfolio Visualizer. InsightFolio starts at $19.
Start Free. Upgrade When You're Convinced.
No credit card required to start. Upgrade when your portfolio demands it.
Free
$0/mo
- 1 connected brokerage account
- Basic allocation overview
- 30-day portfolio snapshot
- Email support
Core
$19/mo
- Unlimited connected accounts
- Full factor exposure analysis
- ETF overlap & concentration detection
- 12-month performance history
- Plain-language monthly Factor Report
- Priority email support
Pro
$35/mo
- Everything in Core
- Risk Attribution Dashboard
- Custom factor models
- Scenario & stress testing
- API access
- Dedicated onboarding call
All plans include a 14-day free trial. Cancel anytime.
Common Questions
Stop Guessing What Your Portfolio Actually Owns.
Connect your accounts in 2 minutes and get the portfolio clarity you've been missing. 400+ investors already have.
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