Tool

Portfolio Analyzer

Enter holdings — or photograph your brokerage screen — and the analyzer reconstructs the blended daily return series from a year of history. It measures the portfolio you actually hold, rather than averaging each position's statistics and overstating the risk.

Holdings are computed in your browser and never stored. The free version is capped at 5 holdings with summary figures only.

Holdings

From a screenshot

Member

Photograph or screenshot your positions and they will be read in automatically.

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