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Upload portfolio →Portfolio Value
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Portfolio Net Return
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Holdings
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Dividends
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Tx Costs
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Portfolio Grade
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Geographic Allocation
Allocation
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Waterfall
Portfolio Return
By Type
By Currency
| Currency | Value | % |
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Risk Metrics
Rolling 252-day
Monthly Invested
Industry Treemap
Top industries + selected subindustry detail
Holdings
| Ticker | Name | Type | Value | % | Return € | Return % | Country | CCY |
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Underlying Tickers
| Ticker | Name | Country | Industry | Value € | Return € | Return % |
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Geographic Allocation
Allocation
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Continent Breakdown
| Continent | Allocation | Value | Return |
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Country Breakdown
| Country | Continent | Allocation | Return % | Return € |
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Subregion Breakdown
| Subregion | Continent | Allocation | Value |
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Selected Value
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Selected Return
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Return %
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Industry Allocation
Industry Treemap
Industry Detail
| Subindustry | Industry | Country | Value € | Return € | Return % |
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Underlying Tickers in Selection
| Ticker | Name | Country | Subindustry | Value € | Return € | Return % |
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Beta
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Volatility
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Sharpe Ratio
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Value at Risk (95%)
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Kurtosis
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Skewness
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R-squared
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Portfolio Grade
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Risk HistoryRolling 252d
Grade Breakdown
Rolling Beta & R²
Market sensitivity & benchmark fit
Rolling Volatility
Annualised
Rolling Sharpe Ratio
Return per unit of risk
Return Distribution
Daily returns
Rolling Skewness & Kurtosis
Tail shape over time
Correlation Matrix
Top holdings
Risk-Return Scatter
Risk vs. return per holding
News
| Date | Asset | Value | Return % | News Article | Source | Link |
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Risk HistoryRolling 252d
Not investment advice. This tab summarises how your holdings score against your uploaded grading file (geography, investment types, risk metrics). It is for information only, not a recommendation to buy, sell or hold any security. Consider your own objectives and, if needed, a licensed adviser.
Portfolio Grade
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Geography Score
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Risk Score
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Type Score
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Grade Component Scores
Risk Detail Scores
| Metric | Value | Score | Target |
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Top 10 grading improvement ideasLargest gaps vs your grading sheet first (not advice)
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Watchlist
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News
News relevant to your holdings. Coming soon.