Now in Public Beta

Wall Street Math.
Main Street Clarity.

Design and stress-test portfolios with professional-grade metrics—translated into plain English. See the trade-offs. You stay in control.

What This Tool Does — And Doesn't

FolioForecast runs historical portfolio analysis and optimization. It does not predict returns or provide investment advice. Use it to understand trade-offs—then decide what fits you.

1 Pick 3+ tickers 2 Choose your goal 3 Compare trade-offs
Try it free
No credit card
No advice or predictions
Sharpe
1.42
Max Drawdown
-12.4%
Efficient Frontier Analysis
Example: 2004–2024 (monthly returns)
Historical
Optimized Your Portfolio Risk → Return ↑
+18.4%
Return
12.8%
Volatility
1.42
Sharpe

Clarity Without Complexity

You don't need to be "a finance person." FolioForecast runs the math and shows what it means in plain English—so you can choose confidently.

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See Historical Reality

Backtest combinations of stocks, bonds, and funds across real markets—bull runs, crashes, and recoveries—so you can see what you would've lived through.

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Understand Trade-offs

Higher returns usually come with deeper drops. Smoother rides may grow slower. We make those trade-offs obvious—before you commit real money.

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Stay In Control

There's no single "best" portfolio—only what fits your goals, timeline, and risk tolerance. We provide clarity. You decide what to do.

Wall Street Jargon, Translated

These sound intimidating, but the ideas are simple. Here's what they actually mean.

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Sharpe Ratio
How much return you historically got for the risk you took. Higher usually means a more efficient ride.
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Drawdown
How far your portfolio fell from a peak—and how painful bad stretches could feel in real life.
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Volatility
How "bumpy" the ride was. Lower volatility typically means fewer stomach-dropping swings.
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Diversification
Not just "more holdings"—but whether your investments truly move differently from each other.
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Risk Parity
Balances risk so one holding doesn't dominate your portfolio's ups and downs.
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CVaR
A "bad times" lens: what losses might look like in the roughest scenarios, not just average down days.

Transparency, Not Sales Pitches

We built FolioForecast because people deserve access to real analysis—without gatekeeping, upsells, or "trust me" advice.

What We Commit To

No investment advice. We show historical math and data—you decide what to do.

No predictions. Past performance isn't a promise. We never pretend otherwise.

Professional-grade metrics. Built on techniques used by pros, explained for normal humans.

Privacy-first. Your personal data stays private. Public portfolios may appear in rankings.

Ready to See Clearly?

Analyze a portfolio in minutes. No signup required to try it. Sign up only to save portfolios.

Free tier available. Individual plans start at $8/month.