We're excited to announce two powerful new sections now live on PortfoliosLab:

Valuation Analysis

Gain deeper insights into how stocks are priced compared to their peers in the same industry. Now featuring essential valuation metrics:

• P/E Ratio: Evaluate stock prices relative to company earnings.
• PEG Ratio: Balance stock valuation against expected growth.
• P/S Ratio: Understand valuations relative to company sales.
• P/B Ratio: Assess how stocks are priced in relation to their book value.

Each valuation metric compares a company directly to its industry peers, clearly marking zones indicating if the stock is undervalued, fairly valued, or overvalued relative to the industry average.

Profitability Insights

Explore key profitability metrics to better understand company performance:

• Gross Margin: Measure how efficiently a company generates revenue from its direct costs.
• Operating Margin: Evaluate operating efficiency and how well a company manages operating costs.
• Net Margin: Gauge overall profitability after all expenses.

Profitability metrics are benchmarked against industry peers, clearly identifying whether a company is underperforming, performing on par, or overperforming in terms of profitability.

The new features are live for all equity stocks on PortfoliosLab and are available to all users.

We’ve added support for inflation-adjusted performance and drawdown calculations, giving you a clearer picture of how your portfolio performs in real economic terms.

Nominal returns alone don't reflect how much value your portfolio is truly gaining (or losing) over time. Inflation erodes purchasing power, so what looks like positive performance on paper may not translate to real-world growth.

With this update, you can now adjust performance metrics to account for inflation and view drawdowns in real terms, showing actual value loss and recovery.

A drawdown typically tracks how far a portfolio falls from a peak and how long it takes to recover. However, in most cases, a true recovery isn’t just returning to the previous nominal high, it means the portfolio’s value must grow enough to outpace inflation over the entire drawdown period.

By adjusting for inflation, you get a more accurate view of:

• How deep the loss really was
• How long it truly took to recover
• Whether your capital actually regained its real-world value

This makes the drawdown metric significantly more informative, especially for long-term investors. You can explore these updates directly in the following tools: Portfolio Performance Calculator, and Drawdown Analysis Tool.

Just check the “Adjust for inflation” option on the settings panel:

We use CPI data from FRED to adjust for inflation, helping you better understand your portfolio’s real-world performance.

We're wrapping up 2024 with another platform update packed with exciting new features and enhancements!

Threshold-Based Portfolio Rebalancing

A new threshold-based rebalancing method is now available! In addition to scheduled rebalancing, you can now configure rebalancing based on a threshold value. Rebalancing is triggered when an asset's weight in the portfolio exceeds or falls below the set threshold relative to its target allocation.

For example, if an asset is targeted at 20% of the portfolio with a 5% threshold, rebalancing would occur if its allocation drops below 15% or rises above 25%. Unlike calendar-based rebalancing, this method responds dynamically to market movements and asset performance, offering a more adaptive approach to portfolio management.

You can now save your portfolio rebalancing settings. Previously, all portfolios defaulted to rebalancing once every three months upon saving. We'll also be adjusting existing lazy portfolios to incorporate more relevant rebalancing settings.

Enhanced Portfolio Screening

The portfolio screener now includes a new feature to filter user portfolios by specific tickers. It’s easier than ever to explore insights from the vast user portfolio base on PortfoliosLab, focusing on portfolios that include particular stocks or funds.

When viewing individual tickers, such as stocks or ETFs, you can quickly see public user portfolios containing that ticker. This provides instant access to top-performing portfolios featuring the selected asset. Look for this section at the bottom of the page.

Portfolio Returns Table Update

We've updated the portfolio returns table to include color-coded returns for quicker comparisons among portfolio constituents.

Other Improvements

Minor UI enhancements have been made to improve site clarity and responsiveness.

Happy holiday season! We look forward to bringing you even more updates in the coming year 🎉