Folionomiq

Folionomiq measures an investment portfolio from its price history, so Claude can answer questions about it with figures it cannot compute on its own.

What it measures:

• How many independent bets the holdings really add up to, and which holding carries more of the risk than its share of the money.
• What you own through your funds: the companies added up across funds, with how much of the money that view covers.
• What past crises (2008, 2020, 2022 and others) did to this money, in money, and how long it took to come back.
• Whether a yearly withdrawal, raised with inflation, would have lasted on the portfolio's own history.
• What a change would do before it is made: adding a fund, changing a weight, or comparing up to eight portfolios on the same window.

It accepts tickers, fund names or ISINs; amounts, percentages or share counts; many exchanges and base currencies.

Descriptive only: every figure is measured on end-of-day prices over a window named beside it. No forecasts, no buy, sell or hold advice, and no score of how good a portfolio is. No account and no sign-in. Holdings are used to compute the answer; only anonymous counts are kept, never who asked (see the privacy policy).