Prismfolio

Analyze your investment portfolio's diversification, risk, and performance

Prismfolio helps you understand what's really inside your investment portfolio: your diversification, concentration, risk, and performance. It never places a trade or moves your money. HOW IT WORKS • Sign in with Google to save your portfolio and sync analysis across devices. • Open the Prismfolio side panel on a supported brokerage positions page (Fidelity, Schwab, or Vanguard). • Prismfolio reads the holdings shown on the page. This is read-only: it never trades, transfers funds, or changes anything in your account. • No brokerage page handy? Enter your holdings manually to get the same analysis. • Instantly see a clear breakdown of your portfolio: asset allocation, sector exposure, fund overlap, concentration, risk metrics, and an overall portfolio health score. WHY PRISMFOLIO • Read-only by design: Prismfolio analyzes your portfolio and never executes trades or has withdrawal access. • See hidden overlap: discover how much your funds actually duplicate one another. • Understand concentration and risk: spot single-stock or sector concentration before it becomes a problem. • Clear, visual insights: diversification, allocation, and performance at a glance. PRIVACY Your financial privacy matters. Prismfolio only reads the holdings needed to produce your analysis. Review our privacy policy at https://prismfolio.io/privacy. SUPPORTED BROKERAGES Fidelity, Schwab, and Vanguard (more coming). Prismfolio is a portfolio-analysis tool provided for informational purposes only. It does not provide financial, investment, tax, or legal advice.