Insights

Quant toolbox for non-quants

Simple, yet powerful tools to research assets & portfolios to guide data-driven decision making about portfolio building.
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Analyse
portfolios & assets

Deep-dive into an asset's or portfolio's past performance and get detailed view of it's risk & return characteristics against a benchmark.

Explore interactive charts & tables and drill down for insights. Understand a portfolio's asset allocation over time and its performance impact.
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Compare
portfolios & assets

Understanding the performance of a set of assets relative to each other is a great starting point for your construction of a diversified portfolio.

Explore interactive charts & tables and drill down for insights. Glance at asset correlations as well as customisable scatter plots to inform your view.
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Performance &
risk metrics

We provide a comprehensive suite of performance & risk metrics for substantiated, data-driven decision making.

Examples of metrics are Sharpe Ratio, Value at Risk, and Expected Shortfall and many more. All metrics can be analysed as rolling metrics.
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Why pfolio?

DIY investing without the downsides

Managing your own investments allows for the highest degree of flexibility while minimising fees.

However, DIY investing can be time consuming, complicated & scary. Not with pfolio.

pfolio is investing optimised for performance, flexibility & efficiency.
Performance
Maximise risk-adjusted returns by allocating to a diversified set of assets. Reduce large drawdowns & enjoy a smoother ride.
Flexibility
Design portfolios with any assets, even import your own data. Trade via your own broker or exchange.
Efficiency
Minimise fees, limit time investment & reduce emotions with a data-driven investment strategy.

Get started now

It is never too early and it is never too late to start investing. With pfolio, everybody can be their own wealth manager.
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