Portfolios
Holdings, risk, and drift — in one place.
Upload once, see everything: exposure by sector and factor, drift from target, and tax-aware views when you're ready. Rebalancing proposals come with the math shown. No black-box 'optimize' button.
All featuresRebalancing proposals come with the math shown. No black-box 'optimize' button.
- 01CSV upload or broker import (manual at GA, automated Pro+)
- 02Drift vs target, with rebalancing suggestions
- 03Sector / market-cap / country / factor exposure grid
- 04Tax-aware views on top of holdings (experimental)
Try Portfolios for free.
Free historical data, forever. Live + alerts + API with Pro.