
Swiss portfolio analytics and finan

Swiss portfolio analytics and finan
Quantfoli is a portfolio analytics and finance education platform designed for individual investors, particularly those in Switzerland. The platform offers two integrated products: Analysts Lens, which provides structured courses in financial fundamentals, ratio analysis, and valuation frameworks, and Portfolio Analytics, a tool that allows users to apply institutional-grade analytical frameworks to their own investment portfolios. The content and courses are created and reviewed by students preparing for analyst roles, and the platform emphasizes transparent methodology and compliance with Swiss financial regulations (FIDLEG). Quantfoli does not provide investment advice and notes that past accuracy does not guarantee future precision. The Portfolio Analytics tool enables users to connect their brokerage accounts by uploading a CSV export from supported Swiss brokers such as ZKB, Yuh, or Neon. Positions are normalized, converted to Swiss francs (CHF), and matched with historical data from Yahoo Finance. Users can then apply quantitative metrics including the Sharpe ratio, Sortino ratio, Beta, Alpha, the Markowitz efficient frontier, and historical stress tests. The analytics are FX-corrected, with reported historical accuracy within plus or minus 0.2 percent on sample ZKB depot data. Optimization calculations are performed in CHF. Quantfoli offers a free tier with basic access and a Pro subscription starting at CHF 25 per month. The education component, Analysts Lens, is available for free and covers the same frameworks used by institutional analysts. Typical use cases include self-directed investors who want to measure portfolio risk and return using professional methods, students learning finance through practical application, and Swiss residents who hold accounts with the supported brokers. The platform is built in Switzerland and focuses on factual, non advisory reporting of market movements and portfolio performance.