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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Omega Ratio Suggestion

last yr. in General

1

Portfolio effect contradicts fund comparison

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0

last yr. in General

0

Market filter for screeners

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2

There are only 4 markets!

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0

Missing Symbols

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0

Another additions to the Wishlist: Variable Time Intervals and Stocks FIll-Ins.

last yr. in General

1

Is it any way for sorting stocks/ETF alphabetically in an existing portfolio?

last yr. in General

0

How to add TIPS or US Bonds to the portfolio, I can't find a way to do it.

last yr. in General

1

Getting Historical Performance - capped by available data?

last yr. in General

2

last yr. in General

1

not available ETF

last yr. in General

1

Incorrect market cap data

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1

Stock comparison table

last yr. in General

1

Apple versus Tesla

2y ago in General

1

Tactical Portfolios?

2y ago in General

1

Making constant changes to weights breaks performance numbers

2y ago in General

2

Filtering portfolio screening columns

2y ago in General

6

Drawdowns and Data

2y ago in General

2

2y ago in General

1