Asset Histories , Return Measures & Portfolio Analytics
Explore returns and risk, compare benchmarks, visualize allocations, inspect technical signals, and study yield curves — across US stocks, ETFs, funds, treasuries and indices. Access is FREE in this beta testing period.
Explore tools
📈 Returns & performance history
Plot return histories for stocks, ETFs, mutual funds, and indices. Adjust for CPI or Currency rates.
📉 Technical signals
Visualize indicators such as RSI, MACD, and ADX with clean, readable charts.
🧭 Yield curve & treasuries
Explore nominal and real curves, pricing visuals, and rate structure over time.
📋 Other Significant graphs
Run comparisons and supplemental visualizations across assets and ratios.
📊 Portfolio analysis
Upload a portfolio and analyze allocations, return behavior, and basic risk characteristics.
⚙️ Portfolio optimization
Optimize portfolio ratios such as Sharpe/Sortino and compare against alternatives.
➗ Option calculator
Use Black–Scholes and related models for option pricing and quick exploration.
🔍 Ticker search
Search for ticker-related information and quickly jump into analysis workflows.
US assets only.