Everything FolioRadar Does
A complete portfolio cockpit — twelve analytical tools that normally live behind a $20K Bloomberg terminal, redesigned for the modern self-directed investor.
Sharpe Ratio & Risk Scoring
Quant-grade risk-adjusted return measurement against a 3-year rolling window. See whether your portfolio is genuinely outperforming or just taking more risk.
Sector Concentration Analysis
Automatic sector classification across all holdings, with concentration warnings when any single sector exceeds healthy thresholds.
Historical Crash Simulator
Replay 1987 Black Monday, the 2008 GFC, the COVID crash and the Dot-Com bust against your exact holdings to surface real-world drawdown risk.
Monte Carlo Forecasts
Run thousands of forward-looking simulations to estimate the distribution of possible outcomes for your current allocation.
AI Portfolio Grade (A–F)
An interpretable A-to-F grade across five dimensions — diversification, risk efficiency, downside protection, dividend mix, and growth posture.
Investor Style Match
Compare your portfolio's signature against well-known investor archetypes to understand the philosophy your allocation actually expresses.
Alternative Portfolio Recommendations
AI-personalised Conservative, Balanced and Aggressive allocations plus 17 expert templates you can preview side-by-side with your live portfolio.
What-If Backtest
Compare your current portfolio against any alternative allocation across the last 1, 3 or 5 years on a single chart — no spreadsheet wrangling.
Snap-to-Import OCR
Drop a screenshot of your brokerage app and AI extracts every position automatically — no manual entry required.
Ask AI Anything
A conversational layer that knows your exact holdings — concentration, sector tilt, dividend exposure — and answers in plain English.
Dividend Income Tracking
Forward-looking dividend projections with frequency, ex-dates and yield-on-cost for the income-focused investor.
Smart Alerts
Client-side alerts on price moves, sector concentration breaches, and unusual portfolio drawdowns — no email spam, all local.
Want to try every feature on your own portfolio? Open the dashboard →