Track returns, risk and diversification — and see how your portfolio really compares to the market.
Portfolio analytics turns a list of holdings into a clear picture of performance and risk. Instead of just a balance and a daily change, you see how much the portfolio has earned, how volatile the ride was, and how it stacks up against the market.
Ours measures the metrics that actually matter — risk-adjusted return, drawdowns, benchmark-relative alpha and correlation — turning portfolio tracking and management into a real read on performance, not just a balance.
See your portfolio’s return next to the S&P 500 over any period, with the alpha and beta that explain the gap.
Volatility, drawdowns and risk-adjusted return, so you know whether the return is worth the ride.
A correlation matrix and factor exposures reveal the bets you’re really making — not the ones you think you are.
Build a portfolio by adding positions, or import the ones you already track. No brokerage connection required to explore.
Returns, volatility, drawdowns, Sharpe, alpha and correlation are calculated against a benchmark — no spreadsheets.
Come back to a live read on performance and risk, and watch how each decision moves the numbers.
Portfolio analytics turns a list of holdings into a picture of performance and risk: how much you’ve earned, how volatile the ride was, how you compare to a benchmark, and how diversified you really are. It’s the difference between knowing your balance and understanding your portfolio.
Yes — create a free account and track a portfolio. No credit card is required to start.
Returns (CAGR, total and monthly), risk (volatility, max drawdown, Sharpe and Sortino), benchmark-relative metrics (alpha, beta, tracking error) and diversification (a correlation matrix and factor exposures).
Most brokerage dashboards show balance and daily change. Ours is an analysis tool: risk-adjusted return, drawdowns, benchmark comparison and correlation — the numbers that tell you whether a portfolio is actually working.
Free to start. No credit card.