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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Risk adjusted performance indexes

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4

Annual growth & CAGR in specific windows

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2

Incorrect Correlation Table Calculations?

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2

Optimization results

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0

new ticker addition please idef

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1

New Ticker Request please: AVLC

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2

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0

Are dividends included in performance numbers

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3

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1

ISIN Addition Request FTSE All-World EurHdg

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1

Feature Request: Screener alerts

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0

Australian ETF data

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0

about the PortfoliosLab Trends Portfolio

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0

Cannot find symbol

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2

Stock/EFT Performance

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1

Dividend Paying Stock Portfolio

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5

technical support

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3

The optimization date is out of the portfolio rnage

François Melançon

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1

calculation of performance

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3

Performance return calculation

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2