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Powerful Portfolio Analysis

Build portfolios like a pro with our intuitive and interactive tools

Performance Tracking
Performance Tracking

Add trasactions and track portfolio performance

Risk and Return
Risk and Return

Multiple analysis for portfolio risk and return

Allocation Views
Allocation Views

Evaluate actual and target allocation views

Optimize Weights
Optimize Weights

Run the solver to optimize target asset weight

Cash Flows
Cash Flows

Compare asset/portfolio values with cash flows

CAPM Analysis
CAPM Analysis

Portfolio performance relative to the market

Optimal Asset Allocation
With Modern Portfolio Theory

Extensive Asset Research

Everything you need to select the best assets for your portfolio

Asset Price and Volume
Price and Volume

Keep track of historical price and volume metrics

Complete Asset Statments
Complete Statments

Graphed data from all company statements

Asset Return Analysis
Asset Return Analysis

Get asset return data for multiple periods

Stats and Ratios
Stats and Ratios

Access comprehensive company metrics

Asset Pricing Analysis
Asset Pricing Analysis

CAPM analysis with flexible historical periods

Profile and News
Profile and News

Learn from detailed company information

Connect With Our Growing Community
of Self-directed Investors

Join Us

Tap into the knowledge of other self-directed investors

Portfolio Research
Portfolio Research

Search and compare portfolios from the community

Share Strategies
Share Strategies

Follow and clone different portfolio strategies

Allocation Views
Exchange Ideas

Share your views on asset and portfolio analysis

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