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PortfolioNew

Know your exposure before it becomes a problem

Portfolio Analysis reads your connected broker accounts and turns closed trades and open positions into allocation, risk and performance views — with every number traceable to broker history.

Performance ratios
11
Analysis tabs
4
Availability
All plans

Simple or advanced

One page that scales with how deep you want to go

Start with the summary cards, open positions and symbol exposure. Switch to Advanced for the four analysis tabs.

  • Performance

    Cumulative realized results, monthly heat map, and the ratio table — Sharpe, Sortino, Calmar, Omega, profit factor and more.

  • Risk & allocation

    Where your exposure sits by symbol, direction and currency, with concentration and loss-tail readings.

  • Trade insights

    Your edge by session, symbol and holding time, drawn from filled and closed trades only.

  • Accounts

    Compare connected accounts side by side, or read a single account on its own.

The honesty contract

Numbers you can trace, gaps you can see

Analytics are only useful when you know exactly what they are made of. These three rules are built into every view.

Realized, from zero

The curve you see is cumulative realized profit and loss starting at zero — not a modelled equity line — and its drawdown is shown in your account currency.

Never converts between currencies

Accounts in different currencies are shown side by side. The platform never converts between currencies, so a combined figure is suppressed rather than guessed.

Unknown stays unknown

When starting capital or history completeness cannot be verified, the metric shows a dash and a plain-language reason — never a zero.

Trade journal

A structured review log for the trades behind the numbers: notes, the emotion you felt, the setup type, a one-to-five execution rating and the lesson you take forward. Streaks and a weekly review score keep the habit visible.

Reports

Export a Simple Trading History report as CSV or PDF on every plan (1 a month on Free Trial, 4 a month on Starter, 20 a month on Pro, 100 a month on Gold — the same on Trader and AI Trader plans), or a Full Analysis PDF that carries the portfolio views on every paid plan, with an AI-written summary on every AI Trader plan. Every report lands in your reports library, kept for 30 days — for one account or all of them.

AI-generated market research — not investment advice. Always do your own analysis before trading.

Risk warning: Trading and investing involve substantial risk. You can lose some or all of the money committed, and leveraged or margined products may create losses greater than the initial amount deposited. Do not trade or invest money you cannot afford to lose.