Drop your bank portfolio statement. FolioScope's AI reads it, finds the waste, and tells you exactly how to improve. No account linking. No passwords.
No spreadsheets. No linking your brokerage account. Just a PDF and two minutes.
Drop a PDF from your bank or broker. FolioScope's AI parses holdings, allocations, fees, and dividends automatically.
See exactly where your money is leaking. Hidden fees, sector concentration, currency risk, underperforming holdings. All flagged.
Receive 3-5 specific, actionable recommendations with estimated savings. Not vague advice. Real numbers you can act on today.
Most portfolio tools show you charts. FolioScope tells you what to do about them.
Hidden management fees, expense ratios, and transaction costs mapped and compared against low-cost alternatives. See exactly how much you're overpaying.
Sector concentration, geographic exposure, and asset class balance scored against proven allocation models. Know your blind spots.
Compare your holdings against benchmarks. Identify the dragging positions and the ones actually earning their place in your portfolio.
Your statement is analyzed and discarded. No account linking, no stored credentials, no ongoing access. Your financial data stays yours.
Supports statement formats from major European banks and brokers. Spanish, German, French, Dutch, and UK institutions. Because not every investor uses Fidelity or Schwab.
FolioScope gives you the analysis a financial advisor would charge thousands for. In two minutes, from a single PDF.