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). This replaces the investment's entire return history with exactly what's pasted here — any existing return for a date not included above is deleted.
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
Rolling 24-Month Correlation
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
Every portfolio is a trade log: each row is an individual trade (a signed size -- positive = bought, negative = sold) -- your current position on any date is the running sum of all trades up to and including that 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 positions of its own). Delete removes every position under this date at once.
Pick the real date this trade happened, then add it in the box below.
Price is fetched automatically from Yahoo Finance as of the snapshot date.
Total Value: —
Portfolio as of —
Editing quantity/price here sets the total as of this date -- a Portfolio holding (nested row) can't be edited here; open that portfolio directly instead.
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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.
IRR: —
Sector Exposure
Aggregated across every investment in this portfolio, weighted by each investment's % of the portfolio times each of its underlying holdings' own % weight within that investment (using the investment's most recent holdings data on file, whichever date that is).
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.
Top Holdings Summary
A business description and recent earnings/growth summary for the largest holdings by weight (top 15) -- or, for an ETF, Mutual Fund, or any Partnership (Hedge Fund/Private Equity/Venture Capital) investment, every holding. Listed holdings with a ticker are sourced directly from Yahoo Finance (business profile + quarter-over-quarter revenue/net income trend) at no AI cost, alongside current valuation metrics (P/E, forward P/E, P/B, P/S, EPS, FCF yield); a listed holding with no ticker falls back to a Claude-generated description from its own training knowledge -- not live market data, so "recent" may not reflect the latest quarter. Holdings marked Private (edit a holding to set this) are instead researched live via Claude web search across a variety of sources -- public records, Crunchbase, and PitchBook -- with extra emphasis on whichever specific source (including Preqin) is configured on that holding. Generated once per holding and cached; use Refresh to regenerate.
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
Sector Exposure
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.
Monte Carlo Wealth Projection
Edit Investment
Pricing
Fees
Terms for Liquidity
Service Providers
Add Investment to Portfolio
Added as of —. Quantity and price are entered by hand here, not fetched automatically.
Edit Holding
Used to steer web research when generating this holding's AI summary -- Crunchbase/Preqin/PitchBook data may be limited without a paid account.
Auto-filled from Yahoo Finance (listed) or web research (private) when left blank -- set it here to override.
Auto-classified by Claude when left as Unclassified -- set both fields here to override, or set AI Related back to Unclassified to let it be re-classified.
Where THIS holding was actually found -- filled in automatically by "Discover Portfolio Companies," editable here. Different from Research Source above, which only steers future research rather than recording where this one came from.