Home-made Benchmark

Ian BrissetteAugust 30, 25 | Posted in Enhancement Requests

Hi, I compare my portfolio with a home-made benchmark that consist of a ponderation of 10 ETF.

I'm wondering if it could be possible to create our own benchmark and use it in your different tools: performance analysis, risk analysis, optimization and factor model.

3 comments

2 replies

Sort by

Dmitry ShevchenkoSeptember 01, 25

Hey Ian, maybe having the ability to use another saved portfolio as a benchmark would help for this use case? Or are you talking about using completely custom uploaded data?

Ian Brissette

7mo ago

Yes, having the ability to use another saved portfolio as a benchmark would work perfectly.

Ian Brissette

5mo ago

Hi Dmitry,

what's you eta for the new implementation?

(Having the ability to use another saved portfolio as a benchmark.)

Regards

Ian

User1927September 03, 25

How do you compare two different portfolios?