Portfolio Analysis
How your portfolio behaved
Enter your holdings and their weights. See the portfolio's return, volatility, Sharpe ratio, largest fall and value at risk over the period you choose — and how much of the risk each holding really carries. Everything is historical; nothing here is a forecast.
⚠️ Not financial advice
This is a personal project, not professional investment research. The underlying market data may be delayed or incorrect. Nothing here is a recommendation to buy or sell any security. Always do your own research and consult a qualified professional before investing.
Up to 8 stocks, ETFs or indices. Outside the US add the exchange suffix: .MC Madrid, .L London, .PA Paris, .DE Xetra.
Defaults to the US Fed funds rate (12 Nov 2026, FRED). Used only for the Sharpe ratio.
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