About This Site
Investment portfolio analysis tool providing insights on risk, diversification, and performance. Insightfolio is an investment analysis tool designed to provide a comprehensive understanding of your investment portfolio. It offers detailed examinations of your portfolio's performance, risk levels, and diversification across asset classes, sectors, and regions. Insightfolio helps users gain clarity, make informed decisions, and align investments with their goals and values. It translates complex financial concepts into simple language, saving time and reducing uncertainty in investment decisions.
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Key Features AI
Core Features
Portfolio check
Portfolio Analytics
Investment assessment
Risk Level Assessment
Diversification Analysis
Investor Type Suitability
Past Performance Evaluation
Future Projection (Monte Carlo simulation)
Exposure Analysis
Income Overview
Cost Evaluation
AI-powered insights
Advantages
Provides clear insights on risk, exposure, and diversification.
Offers AI-powered explanations for complex financial concepts.
Saves time by doing the research for you.
Helps identify and cut unnecessary fees.
Offers flexible pricing options.
Supports a wide range of stocks and funds.
Uses state-of-the-art encryption to protect financial data.
缺点：Does not provide financial advice.
缺点：Currently does not support cryptocurrencies and derivatives.
缺点：Future projections are based on historical data and statistical probabilities, not guarantees.
缺点：Connecting brokerage account feature is still under development.
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30-Day Click Trend
08-22
09-05
09-20
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Tokeny — 你的AI全能搭子。多模型自由切换、Skill技能一键安装、MCP插件无限扩展，覆盖搜索、设计、数据分析、文档生成全场景。数据本地存储，隐私零收集，安全可控。
产品简介
Tokeny 是一款本地运行的 AI Agent 桌面应用，不只是聊天，更能真正执行操作——调用工具、读写文件、执行命令、多步规划与决策。所有数据完全存储在本地，隐私零采集，安全可控。
主要功能
多模型支持： 接入 DeepSeek、Kimi、通义千问、智谱 GLM、MiniMax、豆包、硅基流动等 7 家服务商、50+ 模型，一个入口自由切换。
Skill 技能系统： 内置联网搜索、深度研究、代码审查、视觉设计、PPT 生成、数据分析、Word/Excel/PDF 文档生成等 12 项技能，遵循开放标准，支持社区一键安装。
MCP 插件生态： 开放协议接入浏览器操作、数据库、邮件、云存储、音视频处理等外部工具，能力随需扩展。
内置工具集： 文件操作、Shell 命令执行、内容搜索、对话协作，AI 智能调用。
安全审批机制： 高风险操作自动暂停，双层安全审核（规则引擎 + AI 语义分析），批准/编辑/拒绝三选一，你拥有最终控制权。
更多亮点： 智能记忆、工作空间文件管理、定时任务自动化、深色/浅色主题切换。
应用场景
覆盖编程开发（代码审查、重构、调试）、内容创作（PPT、文档、设计稿）、数据分析（CSV/Excel 可视化报告）、学术研究（深度调研、论文辅助）、办公自动化（邮件、日程、批量处理）等日常工作全场景。
目标人群
面向开发者、数据分析师、内容创作者、研究人员及所有希望用 AI 提升效率的知识工作者。无论你是技术小白还是资深工程师，都能快速上手。
定价方式
软件本身完全免费。 用户自行承担所选 AI 模型的 API 调用费用，按各服务商标准计费。入门可选智谱 GLM Flash 系列（免费）或 DeepSeek V3.2（极低价），日常使用成本几乎为零。
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