Analytics

Transparent portfolio scoring, risk metrics, allocation diagnostics, correlations, and rule-based coaching.

Portfolio score

out of 100

Diversification100

Concentration38

Volatility96

Risk-adjusted return100

Cash efficiency95

Total return

+17.67%

Annualized return

+83.48%

Annualized volatility

+1.73%

Sharpe ratio

46.25

Maximum drawdown

-0.04%

Beta

0.92

Alpha

+2.1%

Win rate

61%

Portfolio versus benchmark

Asset allocation

Cash+16.3%

ETF+39.5%

Stock+29.4%

Crypto+14.8%

Sector concentration

Return contributors

Correlation matrix

VFVRYNVDABTCCNRXEQTVFV1.000.740.620.500.380.26RY0.741.000.740.620.500.38NVDA0.620.741.000.740.620.50BTC0.500.620.741.000.740.62CNR0.380.500.620.741.000.74XEQT0.260.380.500.620.741.00

Portfolio coach

Reduce single-position concentration before adding to the largest holding.

Cash drag is moderate for a paper account.

Review sector concentration and add offsetting exposure.

Educational paper trading only. This is not financial advice.