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.