Foliolytic | Free Quant Portfolio Analytics

New tickers detected

These symbols don't have any historical data in the database yet:

If you continue, the app will fetch 25 years of price, dividend and split history from Yahoo Finance for stocks, and 25 years of price history from CoinGecko for crypto and add them to the Foliolytic database. All tickers will automatically be updated with new daily price data going forward.

Portfolio already loaded

New file detected

You already have a portfolio loaded. What would you like to do with the new file(s)?

This is a Kubera file

Net worth snapshot detected

What is Kubera? Kubera is a net worth tracker. It takes a snapshot of everything you own right now — like a photo of your portfolio today. It shows what you hold and how much it's worth, but it doesn't record when you bought or sold things.

Why doesn't it work here? Foliolytic analyzes your portfolio's performance over time — how your investments grew, your returns, gains and losses. To do that, it needs your actual transaction history: the dates you bought each stock or crypto, the prices you paid, and when you sold.

What should I do instead? Export your transaction history directly from your brokerage or crypto exchange:

Stock brokers (Schwab, Fidelity, IBKR, etc.) → Look for "Transaction History" or "Account Activity" export as CSV or Excel
Crypto exchanges (Coinbase, Kraken, Binance, etc.) → Look for "Trade History" or "Transaction Report" export
Portfolio trackers with history (Delta app, EquityStat, etc.) → Export your full transaction log as CSV

Once you have your transaction history file(s), drop them here and Foliolytic will calculate your full portfolio performance, returns, and analytics.

Import Portfolio

Are You Actually Beating the Market?

Portfolio Performance

Individual Stock Analysis

Select a Holding:

Portfolio Allocation

Sector Allocation

Net Worth Allocation

New tickers detected

Portfolio already loaded

This is a Kubera file