- How am I doing?
- What’s actually driving it?
What’s on the page
Holdings table
Every position with: ticker, quantity, current value, weight %, and return contribution over the active timeframe. Sortable by any column. Clicking a ticker pops a detail view with chart + sector context.Change panel
The single-line summary of your portfolio’s move over the active timeframe — total $ change, % return, vs benchmark.Portfolio Benchmarking
Compare your portfolio to:- A choice of benchmarks (SPY, QQQ, ACWI, configurable)
- Custom blends if you want a more honest comparison (e.g., 60/40, your own allocation target)
Asset Allocation
Pie/bar of your weights:- By sector
- By geography
- By market cap
- By account (if you have multiple connected)
Heatmap
Same color logic as the Single Names heatmaps — tile per holding, color encoding daily/weekly/monthly performance. Outliers in red or green earn a click-through.Correlation Matrix
Pairwise correlations between your holdings. Useful for catching unintended concentration — when you think you have 10 names but two clusters of 4 are essentially the same trade.Risk Analysis (mini-card)
A compact preview of the risk metrics that live in full on the Risk sub-tab — point-in-time CVaR, max drawdown, Sharpe.Attribution — what’s actually driving returns
The attribution view decomposes your return into:- Contribution per holding — which positions accounted for which slice of the return
- Sector contribution — which sectors carried (or hurt) you
- Factor contribution — how much of your return came from market beta, size, value, momentum, etc.
- Idiosyncratic — the residual that wasn’t explained by sectors or factors. This is your true alpha (or anti-alpha).
How to use it
- Daily check — Change panel and Heatmap, 30 seconds
- Weekly review — Attribution and Correlation matrix, 5 minutes; spot drift in your tilts
- Monthly — Benchmarking chart over 3M / 6M / YTD, see if you’re keeping up with what you’re trying to beat
- Quarterly — full Asset Allocation review, rebalance decisions