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Professional Portfolio Analytics

Investment PortfolioManagement Platform

Advanced portfolio management platform for tracking and analyzing your investments. Monitor performance, assess risk, and make informed decisions with comprehensive analytics designed for individual investors.

15+
Performance Metrics
Real-Time
NAV Updates
Multi-Period
Return Analysis

Core Platform Capabilities

Comprehensive analytical tools for managing your investment portfolio with clarity and confidence

Portfolio Organization

Build and maintain multiple portfolios with detailed transaction tracking, complete position history, and automated daily valuations.

  • Organize multiple portfolios for different goals
  • Track every transaction with complete history
  • Automatic NAV updates and position valuation

Performance Tracking

Monitor your returns across multiple time periods with accurate calculations that account for your contributions and withdrawals.

  • Daily, monthly, quarterly, and annual returns
  • Year-to-date and since-inception performance
  • Annualized returns and cumulative gains

Risk Analysis

Understand your portfolio's risk profile with volatility metrics, drawdown analysis, and risk-adjusted return measures.

  • Portfolio volatility and standard deviation
  • Maximum drawdown and recovery periods
  • Sharpe ratio for risk-adjusted performance

Performance Attribution

See which investments are driving your portfolio's performance and identify your best and worst performers over time.

  • Individual fund contribution to total returns
  • Realized and unrealized gains by position
  • Historical performance breakdown

Allocation Planning

Visualize your portfolio composition and plan rebalancing with target allocation modeling and drift tracking.

  • Current allocation breakdown and visualization
  • Set target allocations and monitor drift
  • Rebalancing recommendations and planning

Benchmark Comparison

Compare your portfolio performance against fund benchmarks to evaluate how your investments are performing.

  • Benchmark data for each holding
  • Relative performance and tracking analysis
  • Multi-period benchmark comparisons

Technical Specifications

01
Performance Metrics

Total Return (Cumulative)Absolute %
Annualized ReturnCAGR
Year-to-Date ReturnYTD %
Volatility (Annualized)σ
Sharpe RatioRisk-Adjusted
Maximum DrawdownPeak-to-Trough
Drawdown DurationDays
Best/Worst PeriodsMulti-Period

02
Platform Features

NAV Data UpdatesDaily
Price RefreshAutomatic
Historical DataUnlimited
Portfolio ComparisonMulti-Portfolio
Transaction TypesBuy/Sell
Fee TrackingPer Transaction
Position MonitoringReal-Time
Data AccessFull Export

Built for Individual Investors

Whether you're building long-term wealth, optimizing your portfolio, or growing your savings, track your investments with clarity

Long-Term Investing

Building Long-Term Wealth

Grow your wealth over time with clear insights into performance, risk exposure, and long-term portfolio growth.

  • Track portfolio growth over years
  • Build diversified investment portfolio
  • Monitor returns and risk over time
Active Management

Portfolio Optimization

Actively manage and optimize your portfolio with detailed analytics, performance attribution, and rebalancing tools.

  • Identify top and bottom performers
  • Plan strategic rebalancing decisions
  • Compare against fund benchmarks
Wealth Building

Savings & Growth

Grow your wealth systematically by tracking investments, monitoring returns, and making informed decisions.

  • Track total portfolio value over time
  • Measure returns on your contributions
  • Understand risk and volatility

Start Managing Your Portfolio

Take control of your investments with comprehensive analytics and performance tracking designed for individual investors.

Designed with precision for informed investment decisions