Trade impact simulator
See what a trade really does to your portfolio — before you place it.
You already know what you own and what you're thinking of buying. Folioshift shows you, side by side, how selling one position to buy another shifts your sector mix, concentration, quality and valuation profile — so you're not guessing at the second-order effects.
Not investment advice. Your holdings stay private to you.
Sample simulation (illustrative)
Weighted P/E
18.416.2
Weighted ROE
14.2 %18.5 %
Technology exposure
42.0 %33.0 %
Portfolio profile — before / after
BeforeAfter
01
Load your holdings
Add the stocks you own: tickers, share counts, cost basis. Stays in your account.
02
Model the trade
Sell N shares of one name, buy shares of another. Folioshift prices the swap for you.
03
Read the before / after
Sector mix, top-position weight, weighted P/E, ROE, dividend yield. Then decide.