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

Help

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Account fee question

last yr. in Help

2

Stock Comparison Issue...

Mark Barthelemy

last yr. in Help

4

iShares Euro Government Inflation-Linked Bond

last yr. in Help

2

Does anyone use a mixed or custom index for portfolio optimization

last yr. in Help

1

Why did my stock chart get weird?

last yr. in Help

2

Monthly Custom Data

last yr. in Help

1

What is "Bring Your Own Data"

Aditya Bhatnagar

last yr. in Help

1

Portfolio rebalancing calculation question

last yr. in Help

2

Uploading a portfolio as a csv file

last yr. in Help

0

last yr. in Help

0

Suggestions/Bugs

last yr. in Help

1

static vs transactions, documentation in general?

Patrick Holt (Patrick)

last yr. in Help

0

Dividends showing empty

Phylliss Lundquist

last yr. in Help

3

Comparing two or more portofolios

Brad Littlejohn

last yr. in Help

1

Rodolfo Herrera

last yr. in Help

0

Missing symbols, UK-listed pence quote messes up holdings

last yr. in Help

0

last yr. in Help

1

Ticker / Asset not found

last yr. in Help

6

Set tolerance bands for individual securities?

2y ago in Help

0

Unknown symbols in transactional portfolio

2y ago in Help

2