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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Tactical Portfolios?

Bee Zee

last yr. in General

Making constant changes to weights breaks performance numbers

Bee Zee

last yr. in General

Filtering portfolio screening columns

Bee Zee

last yr. in General

Drawdowns and Data

Bee Zee

last yr. in General

Improve colors of plots

last yr. in Enhancement Requests

last yr. in General

last yr. in General

Is there a Maximum number of securities in a portfolio

Ken Hess

last yr. in General

Redesigned User Accounts

Dmitry Shevchenko

last yr. in Announcements

Set tolerance bands for individual securities?

last yr. in Help

last yr. in General

last yr. in General

Feature requests: portfolio comparison and pdf reports

Steven Pearson

last yr. in Enhancement Requests

Unknown symbols in transactional portfolio

last yr. in Help

Ticker Request: XXTW.L

Chris W

2y ago in General

ETFs in Europe - Newbie

Miguel Cunha

2y ago in General

VEVE.L perf chart is off

Chris W

2y ago in General

Mutual funds NAV

Bobjerritts

2y ago in General

Portfolio by date created

Ryan M Dorsey

2y ago in General

Feature request: Treynor & Summers ratios in screeners

Scott Allen

2y ago in General