AI powered portfolio analytics for individual investors.
A clear picture of your holdings: where your money sits, how bumpy the ride has been,
and what's been driving it — all from your actual holdings, all free.See what you own, what you're exposed to, and how it behaves under stress —
factor tilts, concentration, correlations, drawdowns, and historical scenario
stress tests, all computed from your actual holdings, all free.Informational analytics only — not investment advice.
Portfolio health
At a glance
Total Value
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This week 1W P&L1W P&L
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This month 1M P&L1M P&L
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Reward for risk Sharpe/SortinoSharpe / Sortino
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Are you on track?
Period
Portfolio Performance
What's driving your portfolio?
Annual returns
Best & worst periods
Drawdown full history
Risk Snapshot
Portfolio Metrics over time
Add holdings with price history to see how your portfolio metrics have evolved over time.
Drawdown events
Your Portfolio
Holdings Analytics
Asset
Type
Value
Alloc
1Y
Total
Tax
Asset Allocation
Exposures
Sector exposure
Geographic exposure
Thematic exposure
Currency exposure
ETF Overlap
Effective look-through exposure
Dividend income calendar
Portfolio cost drag
Watchlist
Concentration engine
Correlation
Pairwise correlations
Factor & behaviour
Factor lens
Factor attribution
Portfolio behavior
Macro sensitivity
Return attribution
Rolling Sharpe & beta 90-day window
Rolling correlation to benchmarks 90-day window
Scenarios are turned off
You've focused away from risk & scenarios. Turn Risk back
on in the Focus bar at the top to see Monte Carlo projections, stress tests,
and the custom what-if.
Monte Carlo projection
Stress test scenarios
Custom scenario
Market context
Market context
90-day trend · your exposure to each
Market conditions regimeMarket regime
macro climate · vs your portfolio's betas
Where you differ from the market opportunity gapsOpportunity gaps vs benchmark
Currencies
market convention · 90-day trend
Positioning & flows
How to use these signals. The panels below show what
other market participants — company insiders, big institutions, members of Congress, futures
speculators, and the crowd — are doing in the names you hold. Treat them as
lagged context, not timing triggers (these disclosures run days to weeks
behind), most informative at extremes, and best read as one input among many.
None of them is a buy/sell recommendation.
Insider activity in your holdings
SEC Form 4 · net buying/selling, last 90 days
Smart-money overlap
SEC 13F · how your holdings overlap famous funds
Short interest
bi-monthly settlement · days-to-cover & crowding
Futures positioning
CFTC Commitments of Traders · weekly
Congressional trading
House STOCK Act filings · last 45 days
Crowd & prediction
Public attention
Wikipedia pageviews · 7-day vs 30-day baseline
Prediction market signals
via Polymarket · ranked by portfolio relevance
Portfolio Lab
Full-covariance what-if analysis and a lower-risk optimizer for your holdings.