Platform Updates

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.

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

New: Portfolio Diversification Analysis

New Diversification Analysis shows how your portfolio actually behaves by finding correlated clusters, redundant holdings, diversification metrics, and low-correlation ETF or stock candidates

General

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FPURX statistics seem to be off

11mo ago in General

0

Missing mutual funds

11mo ago in General

1

Please add: IAUG, KAUG, and NAUG

11mo ago in General

2

Negative portfolio weight

11mo ago in General

2

Year to date SPY performance

11mo ago in General

1

Missing LMN.V (Lumine Group)

12mo ago in General

2

Markowitz Efficient Frontier

last yr. in General

1

Discrepancy in Portfolio Weight Calculations – Rounding Inaccuracy in Platform

last yr. in General

3

Bug in Risk Parity Optimization

last yr. in General

2

Correct TER for ACWD.L, please.

last yr. in General

1

Performance Comparison The graph shows the growth of $10,000 invested in each of the securities selected for comparison. Prices adjusted for splits and dividends.

last yr. in General

1

Basic stuff -- how do I upload a csv file?

last yr. in General

2

Why does the portfolio update date change every day, please?

last yr. in General

3

DFHY Ticker Not Found on StockCharts or Schwab

last yr. in General

1

Invesco Ticker Names Mismatch

last yr. in General

1

last yr. in General

1

Can you add high income ETF WINC (XETRA)

last yr. in General

1

The security data are incorrect

last yr. in General

3

Portfolio Martin ratio higher than its holdings

last yr. in General

1

Risk adjusted performance

last yr. in General

3