What's driving your portfolio's performance?

Your brokerage account shows you what you returned. We help you understand why.

Built with the same logic used by hedge funds.

How it works

We break down your returns using the same frameworks trusted by professional investors.

Enter your stocks and their weighting in your portfolio. No account linking required.

We analyze your portfolio metrics and benchmark against the S&P 500.

Get your portfolio health grades, return drivers, and what to consider next.

Get deep insights into your portfolio's performance across five key dimensions

Which companies drove your performance?

How much did you swing vs. the market?

Is your portfolio priced to perfection?

Were your returns from earnings or hype?

Do you have gaps in sector exposure?

Based on institutional-grade analysis frameworks

See how we analyze portfolios from some of the world's most well-known investors