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Free · No credit card
Your portfolio.
Professionally analysed.
Create a free account to unlock the full analytics suite — Sharpe ratio, Beta, Monte Carlo simulation, rebalancing analyser, dividend calendar and more.
Choose your starting point
📋
I already own stocks
Portfolio builder · own? feature
Add your stocks to the builder, then click own? on each to enter shares, buy price and date. We'll calculate your real P&L and use your actual position sizes for every analytics calculation.
✓ Real P&L with buy price & date
✓ Auto-fetches historical buy price
✓ Full analytics on your real positions
🏗️
I want to plan a portfolio
Portfolio builder
Build a hypothetical portfolio from any stocks, ETFs, or crypto. Set your target allocations, starting capital, and monthly contribution — and see a 30-year Monte Carlo projection with full analytics.
✓ 150k+ stocks, ETFs & crypto
✓ Bear / base / bull projections
✓ Save & compare multiple portfolios
What you unlock with an account
📐
Sharpe ratio
Return per unit of risk
🔮
Monte Carlo
1,000 simulated futures
⚖️
Rebalancing
What to buy & sell
💰
Dividend calendar
Month-by-month income
Portfolio
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First time here? Read the analytics walkthrough
Learn what each tab does, what Sharpe ratio and Beta mean, and the recommended workflow. Read the full guide →
Today's movers
Fetching prices…
Sector allocation
Portfolio stats
Monte Carlo projection
1,000 simulated futures based on your portfolio's historical returns
Starting capital
Monthly contribution
Time horizon (years)
Goal amount ($)
Loading full price history & running 1,000 simulations…
Based on your portfolio's historical monthly return distribution. Past performance does not guarantee future results. For educational purposes only.
⟳ What-if scenario
Active
Adjust any variable and compare against your current projection
Starting capital
Monthly contribution
Blended CAGR (%/yr)
Swap a holding — replace one ticker with another and see the CAGR impact
→
Simulating…
Portfolio value history
Actual value each time you checked your portfolio
Portfolio performance
Your portfolio vs S&P 500
Both series normalised to 100 at start date. Shows % return difference, not absolute value.
| Ticker ↕ | Name | Target ↕ | Shares ↕ | Price ↕ | Today ↕ | CAGR ↕ | Sector |
|---|
Rebalancing analyser
Get back to your target weights
Enter new cash you plan to invest. The analyser will show how to allocate it to bring your portfolio back to target allocations.
✦ AI Rebalancing Advisor
PRO
Powered by Claude Sonnet
AI explains why your portfolio drifted, which trades matter most, and how the rebalanced mix compares historically.
Analysing your rebalance...
AI-generated analysis. Not financial advice. May contain errors or omissions.
Monthly dividend income
Expected payments by month
Dividend calendar
Per-holding monthly breakdown
Upcoming ex-dividend dates
Next payment dates for your holdings
Fetching ex-dividend dates...
No upcoming ex-dividend dates found.
Cumulative dividends received
Total dividends earned from your holdings over time
Dividend data sourced from EODHD. Based on trailing 12-month payments. Future dividends may vary. Not financial advice.
✦ AI Analysis
Interprets your analytics data with Claude Sonnet
Powered by Claude Sonnet
Sonnet reads your Sharpe ratio, Beta, Max Drawdown, correlations, sector exposure and VaR — then gives you a plain-English assessment with specific suggestions.
Analysing your portfolio with analytics data…
⚠ AI-generated analysis. Not financial advice. May contain errors or omissions.
Risk & performance metrics
Sharpe ratio
Return earned per unit of risk taken
How to read?
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Fetching price history…
Your portfolio
—
—
S&P 500
—
Benchmark
vs benchmark
—
—
Based on 3 years of monthly returns (standard for risk metrics). Risk-free rate: 4.5% (US 3-month T-bill).
Beta
How your portfolio moves relative to the market
How to read?
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Calculating…
Your portfolio
—
—
S&P 500
1.00
Benchmark
If S&P drops 20%
—
Expected portfolio move
Based on 3 years of monthly returns vs S&P 500 (SPY).
Max drawdown
Worst peak-to-trough drop in the last 3 years
How to read?
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Calculating…
Your portfolio
—
—
S&P 500
—
Same period
When it happened
—
Based on 3 years of monthly portfolio values. Lower is better.
Correlation matrix
How much your holdings move together
How to read?
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Calculating…
Correlation scale:
+1.0 Perfect
+0.5 High
0.0 None
-0.5 Inverse
-1.0 Opposite
Based on 3 years of monthly returns. Values closer to 0 indicate better diversification.
Sector exposure
Where your money is really allocated
Value at Risk (VaR 95%)
Max expected monthly loss at 95% confidence
How to read?
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Calculating…
Monthly VaR 95%
—
of portfolio value
Annual VaR 95%
—
annualised estimate
S&P 500 VaR
—
benchmark
Historical VaR using 3 years of monthly returns. 95% confidence = 1-in-20 months this loss could be exceeded.
Coming next
Stress testing
Soon
How your portfolio would have survived 2008, COVID, dot-com
✦ Portfolio optimiser
Suggested weights for maximum risk-adjusted return
Ready
Running mean-variance optimisation…
Uses mean-variance optimisation (Markowitz) on your holdings' full price history to find the target allocation that maximises the Sharpe ratio — the best return for the risk taken. Reuses data already loaded above, no extra API calls.
Holding
Current
Suggested
Change
Efficient frontier: each dot = a random portfolio allocation. Green star = optimal (max Sharpe). White dot = your current allocation. X-axis = annual volatility, Y-axis = expected annual return.
Updates your target allocations. You can rebalance using the Rebalance tab.
Transaction history
+ Add transaction
Log a single buy or sell
Holding
Type
Shares
Price ($)
Date
Note
💰 Log contribution
Record a deposit split across your holdings by weight
Amount ($)
Date
Auto contributions
$
on day
of each month
Investment timeline
Cumulative invested vs current value
All transactions
| Date ↕ | Ticker ↕ | Type ↕ | Shares ↕ | Price ↕ | Total ↕ | Current P&L ↕ |
|---|
No transactions yet. Add buy lots in the builder to track your purchases.
Export transactions
Choose format and what to include
Format
CSV
Spreadsheet & tax software
PDF
Printable report
Date range
to
Include in export
PDF options
Quick presets