Performance

Time-weighted returns

See your real investment performance independent of cash flows. TWR strips out the noise of deposits and withdrawals to show how your decisions actually performed.

  • Daily TWR calculation
  • Cumulative and period returns
  • Daily profit & loss tracking
  • Interactive charts with zoom
  • Time-period selection (1M, YTD, 1Y, all)
Performance analytics
Benchmarking

Compare against the world

Plot your portfolio against the S&P 500, MSCI World, gold, or any other index to see whether your stock picking actually beat passive investing.

  • S&P 500, MSCI World, MSCI ACWI
  • Commodities including gold
  • Custom benchmark selection
  • Currency-normalised comparison
  • Side-by-side performance chart
Benchmark comparison
Rebalancing

Stay on target

Define your target allocation for each holding. Enter your monthly contribution and get the exact buy orders that bring your portfolio back to its target weights.

  • Custom target allocations per holding
  • Contribution-driven buy calculator
  • No-sell rebalancing for tax efficiency
  • Drift indicator vs. target
  • Multi-currency aware
Rebalancing calculator
Composition

Know what you actually own

Break down your portfolio across multiple dimensions to spot concentration risk and verify your diversification matches your intent.

  • Asset class breakdown
  • Sector and industry exposure
  • Regional distribution
  • Market cap segmentation
  • Historical composition tracking
Composition analysis

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