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.
Tracking a portfolio is free: holdings, value, dividends and transactions, with no credit card. The analytics board — returns against the S&P 500, risk, drawdowns, correlation and factor exposure — is part of Ultimate. A free account sees the board drawn on a sample portfolio, and every new account gets Ultimate for seven days once the email address is confirmed, so the board runs on your own holdings that week.
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.
Analytics are part of Ultimate · 7-day free trial included · No credit card to start