Transparent by design
Every insight shows its data coverage, assumptions and analytical limits.
The clearer way to manage your portfolio
Transform a brokerage export into evidence-backed insight on allocation, concentration, diversification and historical risk.
Portfolio-first analysis
See how positions behave together instead of reviewing isolated tickers.
Privacy-conscious workflow
Your source file is parsed in the browser before anything is saved.
ONE WORKSPACE, THREE PERSPECTIVES
See the portfolio from every useful angle.
Move from a high-level checkup to the evidence underneath without losing the thread.
Portfolio overview
Start with what deserves attention.
A concise, ranked view of concentration, diversification and downside priorities.
Learn more
Risk evidence
Understand the downside history.
Review drawdowns, concentration and resilience with transparent data coverage.
Try it free
Planning ranges
Explore possibilities, not promises.
Compare conservative, central and optimistic ranges with assumptions in view.
View plans
BUILT FOR THOUGHTFUL INVESTORS
Useful insight, whatever your starting point.
Foliovox makes rigorous analysis easier to discuss, inspect and act on thoughtfully.
Self-directed investors+
Understand concentration, overlap and historical downside before your next portfolio review.
Long-term planners+
Explore evidence-based ranges without confusing a projection with a promise.
Finance professionals+
Turn client holdings into a structured, explainable portfolio conversation.
Investment educators+
Demonstrate diversification, risk and data limitations with transparent methodology.
Families and partners+
Give everyone a shared, plain-language view of the portfolio.
Research-led investors+
Open the assumptions and evidence behind every headline conclusion.
INTUITIVE PORTFOLIO INTELLIGENCE
A clearer picture of what you own.
PORTFOLIO RESILIENCE78 / 100
Clear, with two priorities
ANALYSIS THAT FEELS HUMAN
Confidence starts with understanding.
Turn complex holdings into a portfolio story you can explain, inspect and revisit.
Analyze a portfolioFREQUENTLY ASKED QUESTIONS
Foliovox FAQs
Is Foliovox an investment adviser?+
No. Foliovox provides educational portfolio analytics. It does not recommend securities or tell you to buy, sell or hold an investment.
What can I upload?+
You can upload CSV and Excel brokerage exports, paste positions, or enter symbols manually. You confirm matches before analysis.
Does Foliovox store my brokerage file?+
The source file is parsed in your browser. Only holdings you explicitly confirm and save are sent to your workspace.
Which markets are supported?+
The current workflow focuses on US and Canadian listed securities, with transparent coverage when data is incomplete.
Can I cancel a paid plan?+
Yes. Paid subscriptions can be managed or canceled from the billing portal. Your access continues through the current billing period.