A PRO dashboard, aggregated view and immediate reading of your portfolio structure.

• Single or aggregated portfolio
• Advanced periods and custom date range
• Selectable currency and benchmark
• Analyzed net worth
• Annualized return
• Maximum Drawdown iThe largest observed percentage loss from a peak to the following trough. It should be read together with duration and recovery.
• HHI Concentration iAn index measuring how much capital is concentrated in a small number of positions. The higher it is, the lower the effective diversification.
• Primary Goal progress
• Portfolio value history
• Allocation by asset class
• Top exposures
• Data coverage and reliability
• Qualified automated insights
• Configuration saving and export

Risk and return metrics with clear visibility into methodology and data quality.

• Cash-flow-adjusted total return
• Volatility and downside deviation
• Sharpe Ratio iRelates excess return to total volatility. On its own, it does not fully describe downside risk.
• Sortino Ratio iCompares return with downside volatility only, focusing on unfavorable movements.
• Maximum Drawdown and recovery
• Historical VaR and CVaR 95% iHistorical estimates of tail losses. They depend on the observed sample and are neither forecasts nor guarantees.
• Cumulative return
• Drawdown timeline
• Return distribution
• Percentage of positive periods
• Time-Weighted Return
• Modified Dietz
• Money-Weighted Return / XIRR
• Rolling returns when sufficient data is available

Scenario Lab and Goal Planner PRO let you explore alternatives without changing real portfolio data.

• Whole-portfolio stress testing
• Crypto Stress, Broad Sell-off and Liquidity Squeeze presets
• Custom shocks by asset class
• Time horizon from 1 month to 5 years
• Monthly contributions or withdrawals
• Assumed annual return or recovery
• Simulated final value and immediate impact
• Difference from the baseline scenario
• Impact on Goal achievement
• Simulated path chart and drivers table
• Save, reopen and compare scenarios
• Multiple, unlimited Goal Plans
• What-if analysis for contributions, lump sums, return and target date
• Illustrative probability of reaching the Goal

Allocation tools, Rebalance Studio and custom benchmarks compare the current structure with a target structure.

• Professional allocation by asset class
• Effective number of positions
• Valued and unvalued positions
• Position weights and top contributors
• Map of the largest positions
• Current vs target allocation and drift by class
• Full rebalancing
• New capital only
• Concentration reduction
• Cash preservation
• Turnover and HHI before/after
• Theoretical Buy, Reduce or Hold indications
• Custom multi-component benchmarks
• Excess Return and comparison chart
• Beta, correlation and Tracking Error when sufficient aligned history exists