Portfolio Analytics

Market value

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Unrealized P&L

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Sharpe (1y)

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Sortino (1y)

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VaR 95% (1d)

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Max drawdown

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Trailing 12M vs SPY

Risk & Allocation

Annualized return—

Annualized volatility—

Beta vs benchmark—

Weights

Holdings

Ticker	Shares	Price	Day	Value	P&L
AAPL	50	—	—	—	—
MSFT	30	—	—	—	—
NVDA	40	—	—	—	—
JPM	25	—	—	—	—

Portfolio Copilot

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Turn your holdings into an AI portfolio assistant: concentration & factor read, themes, macro risks, and rebalancing, diversification and watchlist ideas.

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Scenario Engine

Pro

Ask natural-language what-ifs — 'What if oil hits $120?' — and see the estimated impact on your portfolio, sectors and holdings with the reasoning.

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