Portfolio analysis, without the black box.

A transparent four-step workflow that turns holdings into understandable evidencewithout pretending uncertainty does not exist.

Import your holdings

Upload a brokerage file or enter positions manually. Your source data stays clear and reviewable.

Confirm symbols, exchanges and currencies before Foliovox uses them in the analysis.

Move from priorities to supporting evidence, with coverage and assumptions always visible.

Upload CSV or Excel, paste a list, or enter positions manually. Your original file is parsed in the browser.

Review symbols, exchanges and currencies before analysis. Ambiguous matches are never silently guessed.

Measure allocation, concentration, correlation, historical downside and hypothetical planning ranges.

Begin with a plain-language summary, then inspect calculations, data coverage and assumptions.

Foliovox separates data quality, historical evidence and hypothetical planning so each conclusion keeps the right context.

See how much portfolio value is represented before interpreting a result.

Use observed returns and drawdowns as context, never as a prediction.

Explore several planning paths instead of a single promised outcome.

Source files are parsed locally in the browser.

You decide which confirmed holdings to save.

Reports disclose data gaps and coverage.