Analyze your real portfolio. Find a better mix.

Sharpe and volatility for each holding, plus portfolio beta, maximum drawdown and VaR at 95% and 99%. Correlations and risk contribution show where your risk really comes from, including the small position that moves far more than its size.

Keep it all in one dated PDF, ready to share with an adviser or file away.

• Sharpe ratio
• Beta
• Maximum drawdown
• VaR 95% and 99%
• Correlation matrix
• Risk by holding

Every mix of your holdings, plotted by return and volatility. The best risk-adjusted mix sits next to your current weights, and you can cap how much any one holding takes.

Pick any point on the curve, from the calmest mix to the one that reaches for return, and see exactly which weights move and by how much.

X-Ray combines the companies inside your funds with the shares you own directly. Search for a company and you see your total exposure to it in one figure, however many funds it hides in.

Filter to the holdings you own two ways, or the ones that sit in several funds at once, and see where your funds overlap.

Run Black Monday, 2008, the COVID crash and the 2022 rate shock against what you hold today. Where your holdings have prices for the period you see it position by position, and for older events your portfolio beta gives the estimate.

Each result sits next to what the index did in the same window, so you can see if you'd have fallen harder than the market.

One forecast line hides the risk. Monte Carlo runs 1,000 paths from your own holdings and shows the whole range, from a bad year to a great one. Pick any horizon from one to ten years.

You can also pick any ticker as your benchmark and get alpha, beta, tracking error and information ratio against it, or put two of your portfolios side by side to test an idea before you trade it.