# Foliolytic

> Free quantitative portfolio analytics for retail investors. Upload a brokerage CSV and get 70+ metrics instantly.

## What Foliolytic Does

Foliolytic is a free, browser-based portfolio analytics tool. Users upload transaction history from their brokerage (CSV, Excel, or JSON) and receive comprehensive quantitative analysis including risk-adjusted returns, drawdown metrics, benchmark comparisons, and portfolio grading.

All processing happens client-side — no data is uploaded to servers. No signup or account required.

## Key Metrics Calculated

- Sharpe Ratio, Sortino Ratio, Calmar Ratio
- XIRR (annualized money-weighted return)
- Maximum Drawdown (depth, duration, recovery time)
- Portfolio Beta, Alpha, R-squared vs S&P 500
- Value at Risk (VaR) and Conditional VaR (CVaR)
- Kurtosis, Skewness, Standard Deviation
- Information Ratio, Tracking Error, Treynor Ratio
- Win Rate, Gain/Loss Ratio, Profit Factor
- Sector and asset allocation breakdown
- Real (inflation-adjusted) returns using CPI data
- Comparison against legendary investors (Buffett, Dalio, Lynch, Soros)

## Supported Brokerages

Interactive Brokers (IBKR), Fidelity, Charles Schwab, Robinhood, Coinbase, Kraken, Binance, Delta, EquityStat, DBS Vickers, Kubera, Betashares Direct. Auto-detection from column headers — no manual selection needed.

## Data Coverage

- 1,000+ stocks and ETFs with daily prices back to year 2000
- 440+ crypto tokens with daily prices back to 2010
- Automatic dividend and stock split detection
- Daily price updates for all tracked tickers

## Pricing

Completely free. No ads, no premium tiers, no signup. All 70+ metrics available to everyone.

## Links

- Homepage: https://foliolytic.com
- Sharpe Ratio Calculator: https://foliolytic.com/sharpe-ratio-calculator
- XIRR Calculator: https://foliolytic.com/xirr-calculator
- Max Drawdown Analyzer: https://foliolytic.com/max-drawdown-analyzer
- Contact: chris@foliolytic.com

## Technical Details

- Stack: Vanilla JavaScript, Chart.js, PHP 8 REST API, MySQL
- Client-side processing: portfolio data never leaves the browser
- Historical price database: 5.4 million price records
- Brokerage format auto-detection via column header analysis