AlphaFolio

AlphaFolio is a portfolio tracking and investment analysis app designed for investors who want a clearer view of their holdings, returns and market exposure. Track your portfolio value, realized gains, unrealized gains, cost basis, asset allocation and individual stock performance in one clean interface. AlphaFolio helps you understand not only how much your portfolio has moved, but also what is driving the result. Key features: • Portfolio Summary View market value, daily movement, total gain, realized gain and unrealized gain at a glance. • Position Tracking Track active positions, cost, market price, unrealized return and individual stock performance. • Portfolio Analytics Compare your portfolio return against Vanguard S&P 500 ETF, review market value versus cost, and monitor gain trends over time. • Asset Allocation Understand concentration risk and see your largest holdings, top performers and worst performers. • Credit & Valuation Model Explore historical market regimes such as the DotCom Bubble, 2008 Financial Crisis, Covid Era and other custom ranges through a credit and valuation framework. • AI Portfolio Analysis Ask questions about your portfolio and receive AI-powered analysis in a conversational format. • Multi-market Support Track U.S., Hong Kong and selected Asian market symbols with automatic symbol formatting and currency handling. • Trade Records & Import Tools Add trade records manually and organize your investment history for more accurate return analysis. AlphaFolio is built for long-term investors who care about performance, allocation, valuation and risk — not just daily price movement. Disclaimer: AlphaFolio provides portfolio tracking, data visualization and informational analysis only. It does not provide financial advice, investment recommendations, tax advice or brokerage services. Market data and analysis may be delayed or inaccurate. Always verify information independently before making investment decisions. Terms of Use (EULA): https://alphafolio.jinss.com.hk/terms?lang=en