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Portfolio Lab

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What Portfolio Lab Analyzes

PerformancePortfolio NAV vs. benchmark across 1M–Max time ranges
Risk MetricsSharpe, Sortino, Beta, Max Drawdown, VaR 95/99
Sector AllocationWeighted sector breakdown with pie chart
Geographic MixCountry-level exposure across your holdings
Efficient FrontierOptimized risk/return frontier with Max Sharpe and Min Vol
Monte Carlo10,000-scenario projection across 5-, 10-, and 20-year horizons
Stress Testing2008 GFC, 2018 Q4, COVID crash, 2022 rate shock replays
Correlation MatrixPairwise holding correlations to identify concentration risk
Portfolio IntelInsider buying/selling and institutional signals on your holdings
Drawdown AnalysisHistorical peak-to-trough drawdown with recovery periods
News FeedDirect, sector, and industry news filtered to your positions
Return OverridesAdjust expected returns to model custom forward scenarios