Monitor your portfolio value
See how your portfolio is performing by viewing a chart of your portfolio value for the last 6 months.
See exposure by Sector
View the exposure of all your holdings by sector. This allows you to be conscious of your allocation to each sector.
See exposure by Region
View the exposure of all your holdings by region. This allows you to be mindful of geographical diversification.
See your portfolio's Market Risk
See how volatile your portfolio is by viewing the Beta for your aggregate portfolio.
Keep an eye on your Top Holdings
View the top holdings for your portfolio, which can highlight if you are over-exposed to some securities over time.
Track your Top Gainers & Losers
Track your portfolio's best and worst performing securities, so you can learn from your decisions.
See your CAGR
Indexes rise and fall in cycles. See your portfolio's computed CAGR to track if you are meeting your goals for annual returns.
Learn your Sharpe ratio
Returns only make sense when you view them from a risk-adjusted perspective. Track your excess returns for unit of increased risk.
Market Data Analysis
Monitor market data for regions & sectors to make informed decisions about sector rotation and regional allocation. Get comprehensive insights into market movements and trends across different asset classes.
Contact Us
Have questions about our portfolio management tools? We'd love to hear from you. Send us a message and we'll respond as soon as possible.