Investment Analysis Tools

Analyze your portfolio's volatility metrics to understand risk exposure and make informed investment decisions. This tool helps you visualize volatility patterns and compare your portfolio against market benchmarks.

Optimize your investment portfolio with our asset allocation tool. Analyze different asset mixes, understand risk-return tradeoffs, and create a diversified portfolio aligned with your financial goals.

Calculate the impact of investment fees on your long-term returns. Compare different fee structures and see how even small fee differences can significantly affect your investment growth over time.

Analyze how different assets in your portfolio move in relation to each other. Identify diversification opportunities and potential concentration risks with our interactive correlation analysis tool.

See how reinvesting dividends can accelerate your investment growth over time. Compare different dividend yields and reinvestment strategies to optimize your long-term returns from dividend-paying investments.

See exactly what to buy and sell to restore your target asset allocation. Set rebalancing thresholds and get specific trade instructions.

Compare dollar cost averaging vs lump sum investing with Monte Carlo simulation. See win rates, expected returns, and risk reduction for each strategy.

Plan and track your dividend income portfolio. See monthly income projections, payment schedules, and yield on cost growth over time.

Design a bond ladder for steady income with Treasury, corporate, or municipal bonds. Calculate yields, tax implications, and interest rate sensitivity.

Track your assets, liabilities, and overall financial health. Calculate debt ratios and see your asset allocation breakdown.