Portfolio diversification. Categorized by Broker, Type, Region, Sector, Industry and Currency.
The percentage of the portfolio allocated to specific assets.
History of the value of your portfolio.
Return per investment
Total return for each investment separately. Includes just capital gain and currency gain. Dividends are excluded.
Actual changes in the value and return of your portfolio.
Return per month
Historic total return of your portfolio in given month and relative change of return between months.
Return per security
Total return for each security separately. Includes capital gain, currency gain and dividends.
List of all your investments.
List of all your paid out dividends.
Purchases per month
New money invested in your portfolio per month.
Dividends per security
Dividend paid out from your holdings for each specific security separately.
Dividends per month
Dividend paid out from your holdings per month.
A multi-factor model (CAPM, FF3, FF5) is a financial modeling strategy that uses multiple factors to analyse and explain asset prices. A multiple linear regression indicates how well the returns of a given portfolio are explained by exposures to risk factors.