Analyze your ETFs and stocks with look-through holdings, sector exposure, risk metrics, and FIRE projections. No login required.
Enter your ETF and stock tickers with the number of shares to analyze your portfolio's composition, risk metrics, and FIRE projections.
Examples: VWCE.DE, EQQQ.L, VTI, AAPL, MSFT
Our free portfolio analysis tool gives you institutional-grade insights into your investment portfolio. Whether you hold ETFs, individual stocks, or both, get a complete picture of your holdings, risk exposure, and path to financial independence — all without creating an account.
See your total portfolio value with multi-currency support, position-by-position weights, and concentration risk alerts. Our ETF look-through analysis reveals the actual underlying stocks inside your ETFs, so you know exactly what you own.
Understand where your money is truly invested with sector and country breakdowns that look through your ETFs. Interactive charts visualize your Technology, Healthcare, Finance, and other sector allocations alongside global geographic diversification.
Analyze up to 15 years of historical price data to understand your portfolio's risk profile. Key metrics include Compound Annual Growth Rate (CAGR), Sharpe and Sortino ratios for risk-adjusted performance, maximum drawdown, annualized volatility, and Beta relative to the S&P 500.
See where your portfolio could be in 5, 10, or 30 years with 3-scenario projections powered by Monte Carlo simulations. A 6-dimensional portfolio characteristics radar scores your Diversification, Growth Tilt, Volatility, Cost Efficiency, Stability, and Concentration.
How would your portfolio survive a market crash? Our stress tests simulate your portfolio's performance during the 2008 Financial Crisis, COVID-19 March 2020 crash, and 2022 Bear Market — showing estimated drawdown percentages and recovery times.
Calculate your Financial Independence, Retire Early (FIRE) number based on your annual expenses and safe withdrawal rate. See your progress percentage, years to FIRE under multiple scenarios, Coast FIRE value, and Barista FIRE income gap — all powered by 10,000 Monte Carlo simulations.