What kind of file does Foliolytic need?
Just your buy and sell transaction history — date, ticker, action, quantity, and price. You don't need to track dividends or stock splits yourself; Foliolytic automatically detects every dividend payment and stock split for each ticker in your portfolio using its own database, which most portfolio trackers can't do. Most brokerages let you export transaction history as a CSV or Excel file. Foliolytic auto-detects the format for supported brokerages, or you can use the downloadable example template.
Does Foliolytic have price data for my tickers?
Foliolytic already tracks thousands of stocks, ETFs, and crypto tokens with daily price data going back 20+ years for stocks and to inception for crypto. If you upload a portfolio containing a ticker Foliolytic hasn't seen before, it automatically downloads up to 20 years of historical daily prices for that ticker and adds it to the daily update cycle. Refresh the page or check back within 24 hours and your new tickers will have full historical coverage.
How do I export my transaction history from Interactive Brokers?
In IBKR, go to Performance & Reports → Transaction History. Set the time period to Custom and enter the full date range you want analyzed. Then click the CSV export icon (download button) in the top-right corner of the Transactions table. The exported file will be named like U12345678.TRANSACTIONS.20240101.20260410.csv. Foliolytic automatically reads the Price Currency column to resolve international tickers to the correct Yahoo Finance format (e.g., 9618 with HKD → 9618.HK, SCR with CAD → SCR.TO). Do NOT use Flex Queries — the Transaction History export has all the data Foliolytic needs.
How do I export from Fidelity, Schwab, or Robinhood?
Fidelity: Go to Accounts → History, set the date range, and click Download. Choose CSV format.
Schwab: Go to History → select your account and date range → Export (CSV).
Robinhood: Go to Account → Statements & History → download your account history as a CSV file. Foliolytic auto-detects all three formats.
How do I export crypto transactions from Coinbase, Kraken, Binance, or Delta?
Coinbase: Go to your profile icon → Taxes → Documents → Generate and download the transaction history CSV.
Kraken: Go to History → Export → select Ledger (not Trades), set your date range to "All", and download the CSV. The Ledger export includes full buy/sell cost data plus staking/earn rewards. Foliolytic automatically correlates paired entries and calculates USD cost for all trading pairs.
Binance: Go to Orders → Spot Order → Trade History → Export.
Delta: Go to Settings → Export Portfolio → download as CSV or JSON. Foliolytic parses all four natively.
Which brokerage export formats are supported?
Foliolytic auto-detects transaction exports from Interactive Brokers (IBKR), Fidelity, Charles Schwab, Robinhood, EquityStat, DBS Vickers, Kubera, and Betashares Direct for stocks. For crypto, it auto-detects CSVs from Coinbase, Binance, Kraken, Bybit, KuCoin, Gemini, Bitfinex, Crypto.com, Bitstamp, MEXC, Huobi, OKX, and Delta — the full multi-exchange list is on the crypto portfolio tracker page. It accepts CSV, Excel (.xlsx), and JSON file formats. If your brokerage isn't listed, you can format your transactions using the downloadable example file.
What is the Sharpe ratio and why does it matter?
The Sharpe ratio measures risk-adjusted return by dividing your portfolio's excess return (above the risk-free rate) by its standard deviation. A Sharpe ratio above 1.0 is considered good, above 2.0 is excellent. It tells you whether your returns are coming from smart investing or just taking on more risk. If you just want to compute this one metric quickly, our free Sharpe ratio calculator runs against real Treasury yields.
How is XIRR different from a simple return percentage?
XIRR (Extended Internal Rate of Return) accounts for the timing and size of each cash flow into and out of your portfolio. If you made multiple deposits at different times, a simple return calculation will be inaccurate. XIRR gives you the true annualized return that reflects when you actually invested the money. For a focused run without the full analytics suite, use the standalone XIRR calculator.
How does Foliolytic compare my portfolio to benchmarks?
After uploading your portfolio, Foliolytic automatically calculates relative performance metrics against the S&P 500 (SPY), Vanguard all-world equities (VT), and other benchmarks. These include beta (market sensitivity), Jensen's alpha (excess return), R-squared (correlation), tracking error, the Treynor ratio, information ratio, and 60+ other metrics. You can also compare your returns against legendary investors like Warren Buffett and Ray Dalio.
What is maximum drawdown and why should I track it?
Maximum drawdown is the largest peak-to-trough percentage decline in your portfolio's value over a given period. It answers: "What's the worst loss I would have experienced?" Hedge funds consider it one of the most important risk metrics because it measures real downside pain, not just volatility. The maximum drawdown analyzer runs this specific calculation against any portfolio CSV.
Can I analyze both stocks and cryptocurrency together?
Yes. Foliolytic supports over 1,000 stock symbols and 440+ cryptocurrency tokens with historical price data going back to 2000 for stocks and 2010 for crypto. You can analyze a mixed portfolio with both asset classes and see combined metrics, sector allocation, and asset-class breakdowns. The crypto portfolio tracker page covers multi-exchange crypto-specific analytics in depth, including BTC-beta, alpha vs the Bitwise Crypto Index, and a crypto-specific Sharpe ratio view.
Does Foliolytic cost anything?
No. Foliolytic is completely free with no signup required, no ads, and no premium tiers. All 70+ quantitative metrics are available to every user. The tool was built as a personal project by a developer who wanted better analytics for his own portfolio.
How do I calculate the Sortino ratio for my portfolio?
The Sortino ratio measures excess return per unit of downside-only volatility — a fairer risk-adjusted metric than Sharpe for investors who welcome upside spikes. Upload your brokerage or exchange CSV to Foliolytic and Sortino appears alongside Sharpe, Treynor, and Calmar. The standalone Sortino ratio calculator page explains the formula, shows typical benchmark values, and describes when to prefer Sortino over Sharpe.
What is Value at Risk (VaR) and how does Foliolytic calculate it?
Value at Risk is the maximum loss your portfolio could experience on a given day at a specified confidence level. Foliolytic reports both historical VaR (computed directly from your return distribution) and parametric VaR (assuming normality), at 95% and 99% confidence. It also reports Conditional VaR (CVaR) — the average loss on days worse than VaR — which better captures tail risk. The Value at Risk calculator page covers the methodology in detail.
How do I measure my portfolio's beta against the S&P 500?
Upload your brokerage CSV and Foliolytic regresses your daily portfolio returns against SPY (S&P 500), VT (all-world), QQQ (Nasdaq), BTC, ETH, and a custom ticker of your choosing. It reports beta, R-squared, tracking error, and separates bull-market beta from bear-market beta — useful for understanding whether your portfolio has asymmetric market exposure. The portfolio beta calculator page explains what different beta values mean.
Does Foliolytic work with Coinbase, Binance, Kraken, and other major crypto exchanges?
Yes — all major exchanges auto-detect. Foliolytic parses transaction CSVs from Coinbase (including Advanced Trade and Earn rewards), Binance (Spot + Futures + Margin + Earn), Kraken (Ledger export with staking), plus Bybit, KuCoin, Gemini, Bitfinex, Crypto.com, Bitstamp, MEXC, Huobi, and OKX. Multi-exchange portfolios merge into a single analysis with pooled cost basis and professional risk metrics — details on the crypto portfolio tracker page.
