Jan Klosowski
CEO
Guillem Avila
CTO
Backtest any portfolio from ETFs to crypto
FZROX vs VTI or Bitcoin vs Ethereum? Now you can test any allocation from Vanguard 3-Fund portfolio to tech giants from Nasdaq 100 Index and top 10 crypto meme coins.
Portfolio Analyzer uses historical data to test portfolio performance, as well as make some data-driven suggestions. You can compare different portfolios against each other, and different benchmarks.
VTSAX VXUS VBTLX VWIAX VFINX VTI VOO VGT VT VYM VB BND SPY GLD XLK XLF XLE XLV XLY XLP XLU XLI XLB XLRE JNK SDY SPYG SPYV MDY SLY SPEM GNR FXAIX FSMAX FXNAX FLGEX FLVEX FSMDX FSSNX FSRNX FSGGX FNCMX FZROX FZILX FNILX FPADX FITLX MINT STPZ LTPZ BOND CORP LDUR SMMU PHYS PFL PFN PDI PCI PCQ PMF QQQ TSLA NVDA MSFT AAPL PLTR GOOGL SHOP SNOW ABNB AMZN META AMD NFLX DIS JPM KO PFE BTC ETH SOL ADA ATOM MATIC DOGE PEPE RNDR MANA SHIB XRP DOT UNI AAVE AVAX LINK FIL SAND FLOW LRC
Deep dive into portfolio metrics with AI advisor
Understanding portfolio metrics can be tricky. AI makes it simple by explaining the numbers, what they mean, and how to fix any issues. It saves you time and helps you make smarter decisions.
If you’re building a lazy portfolio, keeping it balanced is important. A well-balanced portfolio means less work for you and better long-term results.
Tech Titans in Tandem. This portfolio reflects a keen focus on technology and growth, with a significant allocation in QQQ and FITLX. The geopolitical thesis leans towards digital transformation and innovation, with recent years seeing increased tech adoption driven by the pandemic and geopolitical tensions emphasizing cyber capabilities. The investment style resonates with a growth-oriented approach, capturing the essence of tech-heavy strategies. Overlapping assets exist as QQQ and tech-focused funds often share common holdings, amplifying concentrated tech exposure.
Risk 15.1% · Good. The portfolio exhibits moderate volatility, reflecting its growth-oriented nature with tech exposure.
Beta 1.21 · Good. A higher beta suggests that the portfolio is more volatile than the market, aligning with its tech-heavy allocation.
Alpha -0.05% · Poor. The portfolio slightly underperforms the benchmark on a risk-adjusted basis, indicating limited excess returns.
Lower portfolio risk
Smart Allocation helps you optimize your portfolio by finding the best mix of assets to reduce risk using Modern Portfolio Theory. It makes managing your investments easier and more effective.
With Smart Allocation, you can use the same strategies trusted by top hedge funds and investment banks. Build a portfolio that's stronger and more stable, even when markets are unpredictable.
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