Tools
Measure what you actually hold
Every tool runs on the same daily price history behind the rankings, and computes in your browser, your holdings are never stored.
Portfolio Analyzer
Blend your holdings and measure the result, return, volatility, drawdown, and where the risk actually sits.
- Free
- 5 holdings, every summary figure
- Member
- 40 holdings, correlation matrix, risk contribution, screenshot import, CSV
Goal Seek
Work backwards from constraints, set ceilings on volatility, drawdown and cost, and see everything that clears them.
- Free
- Your 3 strongest matches, named
- Member
- Every match, on every screen, with CSV export
Correlation Explorer
Find what does not move with what you already own, the only reliable way to cut risk without cutting return.
- Free
- 5 least-correlated names
- Member
- The full ranking, plus the crowded end that shows where you are doubled up
Every tool works on the free plan
Nothing is crippled or half-drawn, you just run out of room. Membership removes every cap, adds the cross-sectional analyses, and opens the full rankings. Free for 7 days.