Trusted by leading investment banks & wealth advisors
Confident Investment Decisions.
Defensible Outcomes.
Institutional-grade portfolio intelligence built for professionals who demand clarity, rigor, and explainability in every decision.
From Documents to Decisions in Minutes
Our streamlined workflow transforms raw financial documents into actionable portfolio intelligence
Upload Documents
Bank statements, equity reports, balance sheets, or transaction histories
Institutional-Grade Portfolio Analysis
Inspolio evaluates portfolios using professional risk and performance metrics to surface concentration, inefficiencies, and hidden exposures.
Analysis Comparisons
Comprehensive portfolio analysis with side-by-side comparisons. Evaluate multiple portfolios simultaneously with detailed metrics and visualizations that highlight key differences and performance indicators.
Benchmark Returns Analysis
Track portfolio performance against benchmarks over time. Visualize weekly, monthly, quarterly, and yearly comparisons to understand how your portfolio performs relative to market indices.
Portfolio Comparison
Compare original, proposed, and benchmark portfolios side-by-side. See risk-adjusted returns, performance metrics, and year-by-year analysis to make informed investment decisions.
Key Performance Metrics
Expected return, volatility, Sharpe and Sortino ratios
VaR, CVaR, downside risk, beta, and correlation analysis
Asset, sector, and factor-level concentration diagnostics
Benchmark comparison across major indices
Comprehensive Analysis Features
Outperform the Market With Confidence
Portfolio analysis clearly shows how your investments perform against trusted benchmarks like the S&P 500 (SPY). Side-by-side comparisons remove guesswork and build confidence in portfolio decisions.
2.77× higher expected returns than the benchmark
Risk-Adjusted Performance, Not Just Returns
Higher returns only matter if the risk is justified. Our analysis highlights this using Sharpe Ratio and volatility comparisons.
Sharpe Ratio 1.6× better than the benchmark
Clear Visibility Into Market Dependence
We show R-squared to explain how closely the portfolio follows the benchmark. Lower R-squared indicates diversification and reduced market dependency.
Know when performance comes from skill, not just the market
Year-by-Year Transparency
Historical performance is broken down into calendar-year returns, making results easy to explain and audit. See exactly how the portfolio performed in bull, bear, and recovery years.
No hiding behind averages — every year tells its story
Real-Time Benchmark Comparison
Track how the portfolio performs day-by-day against the benchmark and individual holdings. Custom date ranges allow precise performance reviews.
From yearly trends to daily moves — all in one view
Downside Protection & Upside Capture
Up/Down Capture Ratios show how the portfolio behaves in rising and falling markets. Understand upside capture during rallies and downside exposure during declines.
Grow aggressively when markets rise, protect capital when they fall
Advisor-Ready, Client-Friendly Reporting
Every metric is designed to be explainable, visual, and defensible. Original vs Proposed vs Benchmark views simplify decision-making for banks, RIAs, and wealth platforms.
Built for trust, clarity, and regulatory confidence
Configure, Analyze, Optimize
Set up your analysis parameters and watch as Inspolio generates comprehensive insights, stress test results, and optimization recommendations for your portfolio.
Configuration
Configure your analysis parameters for rebalancing, stress testing, and optimization
Rebalance Configuration
Define rebalancing rules and thresholds to maintain your target asset allocation. Set drift tolerances, rebalancing frequency, and tax-aware constraints to automatically maintain your desired portfolio structure.
Results
View comprehensive analysis results and recommendations
Rebalance Results
View comprehensive rebalancing outcomes showing before and after allocations, transaction recommendations, and tax impact analysis.
Real-Time Tax Intelligence Across Federal and State Rules
Inspolio calculates tax impact using live market prices, holding periods, and jurisdiction-specific rules to support tax-aware investment decisions.
Short-term and long-term capital gains analysis
Federal and all 50-state tax calculations
Transaction-level tax impact for proposed trades
Tax-efficient rebalancing recommendations
Secure, Invitation-Based Onboarding
Firm Onboarding
Your firm requests access or is onboarded by our team
Banker Invitations
Investment bankers are invited via email and phone
Secure Workspace
Each banker gets a secure workspace
Unlimited Portfolios
Unlimited client portfolios can be managed under one account
AI-Powered Portfolio Ingestion from Banking Statements
Upload bank statements, equity and bond reports, balance sheets, or transaction histories. Inspolio uses a two-stage AI pipeline to extract and normalize portfolio holdings with institutional accuracy.
OCR and page-level parsing of multi-page documents
Structured extraction of assets, units, cost basis, and market value
Automatic asset classification by sector, industry, and asset class
Output delivered as clean, analytics-ready portfolio data
Intelligent Portfolio Assistance at Your Fingertips
Experience the power of conversational AI and agentic intelligence for comprehensive portfolio analysis and real-time insights.
Conversational Portfolio Analysis
Ask questions about your portfolio in natural language and get instant insights, reports, and recommendations powered by advanced AI.
Real-Time Stock Analysis
Get real-time market data, news analysis, and stock insights to make informed investment decisions.
Agentic AI Intelligence
Autonomous AI agents that continuously monitor your portfolio, identify opportunities, and provide proactive recommendations.
Portfolio Performance Tracking
Track portfolio performance metrics, risk analytics, and compare against benchmarks in real-time.
Zoom into Portfolio Copilot for Detailed Analysis
Dive deep into your portfolio data with the integrated spreadsheet interface. The Portfolio Copilot provides comprehensive analysis, real-time calculations, and AI-powered insights directly within your spreadsheet.
Autonomous Analysis
AI agents continuously analyze your portfolio and identify optimization opportunities without manual intervention.
Proactive Recommendations
Get intelligent suggestions for portfolio rebalancing, risk management, and tax optimization strategies.
Context-Aware Insights
Agents understand your investment goals, constraints, and portfolio context to provide personalized recommendations.
Real-Time Stocks Analysis
Access live stock market data, trending stocks, detailed analytics, and real-time news articles to make informed investment decisions with up-to-the-minute information.
Live Updates
Real-time
Market Data
Streaming
News Feed
Continuous
Trending Stocks
Real-time trending stocks analysis and comparison
Stock Details
Detailed stock information and performance metrics
News & Articles
Press releases, news articles, and market updates
Comprehensive Stock Analysis Features
Real-time stock price updates and market data
Trending stocks identification and analysis
Comprehensive stock details and performance metrics
Press releases, news articles, and market insights
Financial AI Analyst Assistant
Your intelligent financial analyst powered by advanced AI. Get comprehensive portfolio analysis, risk assessments, market insights, and strategic recommendations in real-time.
AI-powered financial analysis and insights
Portfolio performance evaluation and recommendations
Risk assessment and market trend analysis
Strategic investment recommendations
Advanced AI Capabilities
Leverage cutting-edge AI technology to analyze complex financial data, identify patterns, and provide actionable insights for better investment decisions.
Deep Analysis
Comprehensive financial analysis using advanced AI models
Risk Assessment
Evaluate portfolio risks and identify potential opportunities
Market Insights
Real-time market trends and economic indicators analysis
Actionable Reports
Generate detailed financial reports and recommendations
Enhanced Transaction Management with Tax-Aware Selection
Select and manage buy/sell transactions with real-time tax calculations, liquid cash availability tracking, and proposed portfolio impact analysis for effective tax-efficient portfolio management.
Select transactions with available liquid cash management
Real-time tax calculation for buy/sell transactions
Proposed portfolio impact analysis with tax effects
Effective transaction management for optimal tax efficiency
Executive Reporting and Collaboration
Generate professional portfolio reports with charts, tax summaries, transaction history, and benchmark comparisons that can be shared across investment teams.
PDF and Excel portfolio reports
Before-and-after portfolio comparisons
Collaborative comments and peer review
Audit-ready documentation
Common Questions About Inspolio
Find answers to the most frequently asked questions about portfolio intelligence, optimization, and our platform capabilities.
Inspolio uses enterprise-grade security with invitation-only access, role-based permissions, and encrypted document storage. All portfolio data is stored securely with no public access, ensuring your sensitive financial information remains protected.
You can upload bank statements, equity reports, balance sheets, transaction histories, and other financial documents. Our AI-powered two-stage pipeline extracts and normalizes portfolio holdings with institutional accuracy.
Yes, Inspolio provides real-time federal and state tax calculations for all 50 states. We calculate short-term and long-term capital gains, transaction-level tax impact, and provide tax-efficient rebalancing recommendations.
Our optimization engine uses advanced algorithms including MeanRisk, Efficient Frontier, and Monte Carlo optimization with constraint-aware algorithms. It respects sector caps, ESG screens, minimum/maximum position limits, and tax considerations to provide actionable recommendations.
Yes, Inspolio allows you to compare your portfolio against 14+ benchmarks including SPY, QQQ, DIA with trailing returns and capture ratios. You can view Original vs Proposed vs Benchmark comparisons with detailed performance metrics.
You can generate professional PDF and Excel portfolio reports with comprehensive analysis, performance metrics, tax summaries, transaction history, and benchmark comparisons. Reports are designed to be advisor-ready and client-friendly.
Our AI assistant uses natural language processing to answer questions about your portfolio. You can query performance metrics, get AI-powered insights, generate reports on demand, and receive strategic recommendations through conversational AI.
No, Inspolio allows unlimited client portfolios to be managed under one account. Each investment banker gets a secure workspace where they can manage multiple portfolios efficiently.
Ready to See Inspolio with Your Portfolio Data?
Request access to explore portfolio intelligence, optimization, and tax-aware decision-making built for investment professionals.