Folionomiq

ClaudeCommunityby Folionomiq (independent developer, no company yet)

Folionomiq measures an investment portfolio from its price history, so Claude can answer questions about it with figures it cannot compute on its own. What it measures: - How many independent bets the holdings really add up to, and which holding carries more of the risk than its share of the money. - What you own through your funds: the companies added up across funds, with how much of the money that view covers. - What past crises (2008, 2020, 2022 and others) did to this money, in money, and how long it took to come back. - Whether a yearly withdrawal, raised with inflation, would have lasted on the portfolio's own history. - What a change would do before it is made: adding a fund, changing a weight, or comparing up to eight portfolios on the same window. It accepts tickers, fund names or ISINs; amounts, percentages or share counts; many exchanges and base currencies. Descriptive only: every figure is measured on end-of-day prices over a window named beside it. No forecasts, no buy, sell or hold advice, and no score of how good a portfolio is. No account and no sign-in. Holdings are used to compute the answer; only anonymous counts are kept, never who asked (see the privacy policy).