Platform Updates

Keep Your Investment Research with Private Symbol Notes

You can now save private research notes and context directly alongside any asset

See What's Driving Your Portfolio Returns

PortfoliosLab's new waterfall chart shows how much each holding contributed to your total portfolio return, so you can see what actually drove or dragged performance.

June 05, 26

New: Copy PortfoliosLab Pages for ChatGPT or Claude

Symbol, portfolio, and comparison pages can now be copied as structured markdown context for ChatGPT or Claude

Discussions

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ProCap Financial, Inc. (BRR)

Mark Barthelemy

22h ago in Enhancement Requests

Please add ESAE

Raphaël Guerreiro

yesterday in New Ticker Requests

How is risk adjusted rank calculated

Marcus Crahan

4d ago in General

Mutual fund data appears wrong: SMPIX's 2024 8-for-1 split is being read as an -87% crash (and distributions are hitting other funds the same way)

4d ago in General

Minor glitch

Bruce Fleet

5d ago in General

Performance Chart time Frames

Bruce Fleet

5d ago in Enhancement Requests

Bullion per ounce or per gram

Jaskaran Singh

6d ago in General

Exporting results of stock comparison study

Marcus Crahan

6d ago in General

Performance Chart Lag

Bruce Fleet

7d ago in General

Keep Your Investment Research with Private Symbol Notes

Dmitry Shevchenko

8d ago in Announcements

Please add EEAU and EEAS

Raphaël Guerreiro

10d ago in New Ticker Requests

See What's Driving Your Portfolio Returns

Dmitry Shevchenko

11d ago in Announcements

could not find a contact email so this is where I am trying to address a finding

David Johnson

14d ago in New Ticker Requests

Drawdown rel to index

Bruce Fleet

15d ago in Enhancement Requests

15d ago in General

16d ago in General

17d ago in Help

17d ago in Enhancement Requests

RAFI Developed 1000 QSR Index ($)

Marcus Crahan

20d ago in General

Stock Comparison - Setting MAR for Risk ratios

Marcus Crahan

20d ago in General