Platform Updates

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

April 26, 26

New: Diversifier Pages for ETFs and Mutual Funds

All funds on PortfoliosLab now has a Diversifiers page to help you find what actually moves differently from what you own.

Discussions

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Please add SFD

Scott

last yr. in New Ticker Requests

DFHY Ticker Not Found on StockCharts or Schwab

Dennis Nolen

last yr. in General

Invesco Ticker Names Mismatch

Dennis Nolen

last yr. in General

Forgot one...FFUT.

Karl Restall

last yr. in New Ticker Requests

last yr. in Help

last yr. in General

Add cheapest Stoxx Europe 600 (LYP66.DE), please.

Jan Vokurka

last yr. in New Ticker Requests

Can you add high income ETF WINC (XETRA)

QUANTIJS

last yr. in General

Stock Comparison Issue...

Mark Barthelemy

last yr. in Help

Please add a handful of Fidelity ETFs? (FBUF, FHEQ, FMUB, FMUN, FYEE)

Karl Restall

last yr. in New Ticker Requests

The security data are incorrect

last yr. in General

Portfolio Martin ratio higher than its holdings

Dennis Nolen

last yr. in General

Please add PDBA

Karl Restall

last yr. in New Ticker Requests

Risk adjusted performance

Marcus Crahan

last yr. in General

Risk adjusted performance indexes

Marcus Crahan

last yr. in General

Annual growth & CAGR in specific windows

Girish J

last yr. in General

iShares Euro Government Inflation-Linked Bond

fede

last yr. in Help

Incorrect Correlation Table Calculations?

Karl Restall

last yr. in General

add etf

Dennis Nolen

last yr. in New Ticker Requests

Optimization results

Todd Humphrey

last yr. in General