Investment Portfolio Analyzer

Your portfolio analyzer uses time-weighted returns and variance to show performance consistency. It automatically computes Sharpe, Sortino, and drawdown ratios, letting you see whether returns justify risk.

Yes. It supports multi-asset portfolios, including equities, ETFs, bonds, options, crypto, and alternatives — letting you see full diversification and risk exposure across asset classes.

The tool includes ESG profiling for every portfolio. You can view sustainability scores, carbon footprint exposure, and compare your ESG tilt against benchmarks.

Benchmark comparison shows how your total return stacks up, while attribution breaks it down — revealing how much came from allocation, selection, or interaction effects.

Yes. The analyzer decomposes your portfolio into style factors — including value, growth, quality, size, and momentum — showing tilts and drifts versus benchmarks.

Yes. Consolidate to a base currency, apply eliminations, and analyze by entity/segment with consistent labels.

Unlike static trackers, this analyzer normalizes data across custodians, runs AI-driven attribution, and explains performance clearly. Users say they save hours preparing IC and client reports.

Yes. Your data is encrypted end-to-end and stored securely. The tool never shares portfolio data externally and complies with financial data privacy standards.

Our AI turns quantitative data into human-readable insights. You’ll see explanations for performance drivers, style drift, and risk factors in plain English — ideal for PM reviews or client summaries.