See Your Portfolio Clearly

AI-powered analysis for tax-loss harvesting, concentration risk, and smarter investing. No spreadsheets. No guesswork.

Get Started Free Try Free Tool

No credit card required. Import from Schwab, Fidelity, Vanguard, E*Trade, M1, and more.

Managing Multiple Accounts is Hard

Let us show you a better way

Without FolioLens

x Spreadsheets to track holdings across brokers
x Missing tax-loss harvesting opportunities
x No idea if ETFs overlap or duplicate exposure
x Paying for features you don't need

With FolioLens

+ One dashboard for all your accounts
+ Automatic TLH alerts with exact trades to make
+ ETF look-through shows true underlying exposure
+ AI insights tailored to your investment style

Everything You Need to Invest Smarter

Powerful tools, simple interface

Tax-Loss Harvesting

Specific trades to harvest losses while avoiding wash sales. See exact tax savings at your bracket.

ETF Look-Through

See the stocks inside your ETFs. Find overlap between funds and hidden concentration risks.

AI Insights

Weekly digest with personalized recommendations. No jargon, just actionable advice.

Risk Alerts

Get notified when positions exceed your threshold or when it's time to rebalance.

Investment Philosophy

Score your portfolio against Buffett, Bogle, Lynch, and other investing styles.

Performance Tracking

Compare your returns against S&P 500. See Sharpe ratio, beta, and max drawdown.

How It Works

Get started in under 2 minutes

Upload Your Positions

Export a CSV from your broker and upload it. Or connect via Plaid for automatic sync.

Get Instant Analysis

AI analyzes your portfolio for risks, opportunities, and alignment with your goals.

Take Action

Get specific trade recommendations and weekly email digests with actionable insights.