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?" "What's my biggest risk?" Get clear, specific answers based on your actual holdings.
Pie charts, bar charts, scatter plots, and radar profiles. See exactly where your money is, which sectors dominate, and how your risk compares to your returns.
No account required. Your data is never stored on our servers. The analysis happens and disappears — no tracking, no selling your financial data.
Export from Robinhood, Fidelity, Schwab, or any broker. FolioSense reads CSV and Excel and auto-detects column names in English and Spanish.
Every feature, completely free. We're supported by non-intrusive ads. Want an ad-free experience? A small optional contribution keeps the lights on.
No tutorials. No onboarding. You'll understand your portfolio before you finish your coffee.
Full walkthrough →Download a CSV or Excel from Robinhood, Fidelity, Schwab, or any platform. Or use our sample template to get started.
Drag and drop your file. No account, no email, no password. Your data goes straight to analysis.
Read your risk score, explore the charts, and chat with the AI advisor to get specific recommendations.
It takes 30 seconds. No sign-up. No credit card. Just real answers about your real portfolio.
Analyze my portfolio →Free · Private · AI-powered