Openfolio
Technology, Information and InternetNew York, United States2-10 Employees
Openfolio is a technology platform that reframes how individual investors assess portfolio performance by focusing on comparisons with community-sourced benchmarks. The benchmarks are derived from real portfolios connected to the platform, providing more relevant reference points than traditional market indexes while the social aspect helps reduce the sense of navigating the markets alone. Openfolio operates from New York, New York, with a small team, and positions itself within the technology, information and internet landscape to serve individual investors seeking context beyond standard benchmarks. The platform's primary benchmark, the Openfolio Investor Average, aggregates performance across all connected portfolios to offer a representative measure for its users. It also generates an Investors Like You benchmark by matching users on factors such as age, income, and investable assets to those with similar profiles, delivering a more tailored peer comparison.
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