Manage investment funds, import returns, and analyze performance
Manage Investments
Get a brief email roughly once an hour while the market's open, summarizing overall performance and your stocks by sector.
Add New Investment
Investment List
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Import Return Data
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Fetches month-end adjusted-close prices and computes monthly returns, then fills in the CSV field below for you to review before importing. The ticker comes from the investment's record in the Manage Investments tab.
Select an investment above to fetch its returns from Yahoo Finance.
Drag & drop a fact sheet or return history here, or click to browse
Claude reads the document and tries to extract dated returns for the investment selected above. You'll be able to review and edit everything before it's saved.
Select an investment above to upload a document for it.
One row per line: Date and Return (decimal, e.g., 0.0234 for 2.34%), separated by either a comma (CSV) or whitespace (space/tab) — e.g. "2024-01-31 0.0234" works too. Dates can be YYYY-MM-DD or M/D/YYYY (also M/D/YY, e.g. 1/31/24).
Calculate Statistics
Date Range:to
Growth of $100 Invested
Investment vs. Benchmark Returns
Investment vs. Benchmark Returns
Select a benchmark above and recalculate to see the correlation scatter plot.
Investment vs. Benchmark Returns (Down Markets)
Investment vs. Benchmark Returns (Down Markets)
Not enough months where the benchmark had a negative return yet to show this scatter plot.
Monthly Return Distribution
Rolling 24-Month Statistics
Select a benchmark above and recalculate to see rolling alpha, beta, and return.
Rolling 24-Month Statistics
Not enough overlapping monthly history between the fund and benchmark to compute a 24-month rolling window yet (need at least 24 overlapping months).
Rolling 24-Month Alpha
Rolling 24-Month Beta
Rolling 24-Month Return: Fund vs. Benchmark
Short Term Analysis
Same statistics, tables, and charts as the Statistics tab, but computed live from Yahoo Finance
daily prices for the investment and benchmark selected below instead of your saved monthly
returns -- a quick diagnostic look at the last 6 months, not a stored record. Only investments
with a ticker on file can be analyzed here. Nothing calculated on this tab is saved.
Growth of $100 Invested
Investment vs. Benchmark Returns
Investment vs. Benchmark Returns
Select a benchmark above and recalculate to see the correlation scatter plot.
Investment vs. Benchmark Returns (Down Markets)
Investment vs. Benchmark Returns (Down Markets)
Not enough days where the benchmark had a negative return yet to show this scatter plot.
Daily Return Distribution
Rolling 60-Day Statistics
Select a benchmark above and recalculate to see rolling alpha, beta, and return.
Rolling 60-Day Statistics
Not enough overlapping daily history between the investment and benchmark to compute a 60-trading-day rolling window yet.
Rolling 60-Day Alpha
Rolling 60-Day Beta
Rolling 60-Day Return: Investment vs. Benchmark
Portfolio Construction
Snapshot: each date's quantity is your total position (buy-and-hold, e.g. fund units held). Trade Log: each row is an individual trade (a signed size, e.g. options bought/sold) — your current position is the running sum of all trades to date.
Moves every position saved under this date to the corrected date -- use this to fix a mis-entered date, not to merge two different dates' positions together (rejected if the corrected date already has a snapshot of its own).
Copying brings over quantities from the chosen date and re-fetches each security's price as of the new date — review and edit quantities for anything that traded.
Price is fetched automatically from Yahoo Finance as of the snapshot date.
Total Value: —
Portfolio as of —
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Correlation Matrix (Trailing 5 Years, Monthly Returns)
Correlation Matrix (Trailing 5 Years, Monthly Returns)
Add at least two investments with overlapping monthly return history to see a correlation matrix.
Transaction Summary
Every position recorded for this portfolio across all snapshot dates, in chronological order.
Loading transactions…
IRR: —
Holdings Analysis
Drag & drop a holdings report here, or click to browse
Claude reads the document and tries to extract each holding (name, ticker, CUSIP/ISIN, dollar value). Missing tickers are looked up automatically from any CUSIP/ISIN found. You'll be able to review and edit everything, and set the as-of date above, before it's saved.
If you enter a CUSIP but leave Ticker blank, we'll try to look up the ticker automatically.
Holdings
Select an investment to view its holdings.
Historical Simulation
Applies each holding's implied daily price change (Yahoo Finance, dividend-adjusted) over the chosen date range to this holdings snapshot, weighted by dollar allocation.
Date Range:to
Implied Growth of $100
Wealth Simulation
Monte Carlo projection of a portfolio's future value. Each of the simulated paths grows every year by a randomly drawn return (normally distributed around your expected return and volatility), independently of every other path. Optionally deducts an inflation-adjusted spending amount at the end of each year.
A negative value is a spend (e.g. -$40,000/year withdrawn); a positive value is a contribution (e.g. $10,000/year added). Applied at the end of year 1, then grows with inflation each subsequent year. A path that's fully spent down is held at $0 rather than going negative.