Advanced Analytics
Deeper metrics for people who want them — risk stats, benchmark comparisons, and full capital accounting. Nothing here is needed for the everyday Dashboard/Performance view.
Capital Snapshot
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Sector Allocation vs. Benchmarks
Portfolio weight by sector vs. S&P 500 (SPY)
Risk & Attribution
Beta, IRR, MOIC, volatility, Sharpe, and per-position attribution.
Fetching historical prices — this may take a moment on first load.