Deep analysis of your holdings with institutional-grade risk metrics, factor exposure, and optimization recommendations.
Comprehensive breakdown of your portfolio across asset classes, sectors, geographies, and market cap. Identify concentration risks and gaps in diversification.
Calculate portfolio beta, standard deviation, Value at Risk (VaR), and maximum drawdown. Understand how your portfolio behaves in different market regimes.
Decompose your returns by sector, style factor, and individual security. Know exactly what's driving gains and what's dragging performance.
1. Connect Your Accounts — Securely link your brokerage accounts or upload a CSV of your holdings. We support all major brokerages including Schwab, Fidelity, Vanguard, and Interactive Brokers.
2. AI Analysis — Our engine runs Monte Carlo simulations, factor analysis, and stress tests against your portfolio. We evaluate over 40 risk and performance metrics in under 60 seconds.
3. Actionable Recommendations — Receive a detailed report with specific rebalancing suggestions, tax-loss harvesting opportunities, and optimization paths ranked by risk-adjusted return improvement.
| Sharpe Ratio | Risk-adjusted return measure |
| Sortino Ratio | Downside risk-adjusted return |
| Max Drawdown | Largest peak-to-trough decline |
| Beta | Market sensitivity coefficient |
| Alpha | Excess return over benchmark |
| VaR (95%) | Value at Risk at 95% confidence |
| Tracking Error | Deviation from benchmark |
| Information Ratio | Active return per unit of risk |
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