Insights that explain your portfolio — not just display it.
SnapFolio's on-device engine measures diversification, concentration, and change over time. AI turns those measurements into a plain-English narrative — always educational, never advice.
Diversification score, 0–100
One number that summarizes how spread out your portfolio is — with the specific factors that raise and lower it, so it's explainable rather than a black box.
Portfolio state & profile
SnapFolio classifies your portfolio — Stable, Balanced, Growth-Oriented, Concentrated, or At Risk — and shows which investor profile it resembles today.
What changed since your last visit
A narrative summary of everything that happened since you last opened the app: new positions, moved values, shifting allocation. You never have to re-derive it yourself.
Portfolio DNA — 5-Dimension Analysis
A complete breakdown of what the portfolio is made of and how it behaves: asset class, geography, position size, sector, and liquidity.
Tension detection
Some portfolios carry competing characteristics. SnapFolio names them — Growth vs. Stability, Liquidity vs. Conviction — so you can see them, not just hold them.
Numbers first, narrative second
The analytics engine computes every figure on your device; AI only writes the story about them. If the AI can't respond, your computed insights still render.
An example insight
Bitcoin gained 24.8% — your portfolio climbed 21.2% over 30 days
Momentum · Your top contributor rides the momentum to lift your portfolio's total return.
Key observations · Bitcoin's 24.8% gain added 7.3% to your total over the last 30 days.
Educational by design
The insights engine produces observations and reflective questions about your portfolio — allocation balance, fragility, behavioral patterns. It never tells you to buy, sell, or rebalance anything. SnapFolio is a tracking tool, not a financial advisor.
Once you combine assets from your brokerage and exchange accounts, insights update with every visit. Return to the SnapFolio.AI home page for the full feature overview.
Frequently asked questions
Is my data private?
Do prices update automatically?
Does SnapFolio.AI give investment advice?
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