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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last yr. in General

last yr. in General

last yr. in General

Adding open/close price of last trading day in Screeners

Temo Khmelidze

last yr. in Enhancement Requests

Adding Securities to your database

Jaskaran Singh

last yr. in New Ticker Requests

What is "Bring Your Own Data"

Aditya Bhatnagar

last yr. in Help

Potentially inaccurate data for FLPSX - Fidelity Low Priced Stock

GMP Portfolios

last yr. in General

New: Inflation-Adjusted Performance & Drawdowns

Dmitry Shevchenko

last yr. in Announcements

Question on Data

Nathan Redman-Brown

last yr. in General

Beta, Treynor, and Risk Measures Over Various Time Periods?

Karl Restall

last yr. in Enhancement Requests

Loss equivalence

DINSA mehta

last yr. in General

Please advise a noob on Mynaric

David H

last yr. in General

Export Screener Rounding Precision

Temo Khmelidze

last yr. in General

Dividends

Farshad

last yr. in General

Portfolio rebalancing calculation question

J_ G_

last yr. in Help

Return and Dividend Calculation

Farshad

last yr. in General

Options to exclude dividend payout from portfolios

ray

last yr. in General

Inverse Portfolios

ray

last yr. in General

Uploading a portfolio as a csv file

NEL

last yr. in Help

December historical data

Farshad

last yr. in General