Portfolio analysis and trade simulation.
Folioshift breaks down the change in a portfolio of European and US stocks line by line, and measures the effect of a trade on its allocation, exposure and currencies.
Already have an account? Log in
One-month change, by holding
€47,800 → €48,230 · at constant positions
Sample portfolio, fictitious data.
Features
Performance attribution
The portfolio's change over the period, broken down by holding, with the currency effect shown separately.
Trade simulation
Allocation, concentration, currencies and metrics recalculated before and after a sale or purchase.
Portfolio profile
Valuation, quality and risk metrics, weighted by each holding's size.
The weekly summary
Every Sunday evening, a summary written from your holdings: what moved the portfolio, news from your companies and the market context, with sources.
Included in Premium
Weekly summary · example
A week lifted by energy, held back by luxury.
The portfolio ends the week at €65,940, up €552 (+0.8%). TotalEnergies and ASML account for most of the gain; LVMH took off €214.
- TotalEnergies
- +€262
- ASML
- +€238
- LVMH
- −€214
Fictitious example.
Trade simulation
The user chooses which holdings to trim and which to add to. Folioshift calculates the portfolio after the trade, without making any recommendation.
- Allocation by sector, country and currency
- Weight of the largest holding and of the top three
- Profile metrics, before and after
Simulated trade
Sell 10 LVMH · Buy 60 TotalEnergies
- Largest holding weight
- 20.4 %18.6 %
- Average P/E
- 22.421.3
- Luxury share
- 18 %16 %
- Energy share
- 14 %22 %
- Non-euro share
- 15 %15 %
Fictitious example.
Independence
Folioshift describes and calculates. It makes no buy or sell recommendations.
Coverage
Paris, Amsterdam, Brussels, Frankfurt, Madrid, Helsinki and New York. Totals in euros or dollars.
Privacy
No data is ever sold. Accounts and portfolios can be deleted from the settings.