A return split into its parts, in front of you.
Costs are reported alongside, never folded into the total. Currency and timing are not attributed yet: they await historical FX and IRR.
The same gesture, in every surface. A return resolves into the parts that produced it, in front of you.
Price appreciation on what you hold, realized and unrealized. The lane most products stop at.
Dividends and distributions, separated from price. Income is a different return than a rising quote, so we never merge the two.
Fees and commissions, reported alongside and never folded into the total. A return that hides its costs is not a return you can trust. So we keep it on its own line.
The real product reading an example portfolio, not a mockup. The same engine you get when you sign in.
A broad, well-diversified book, clearly positive and recovered near its highs. A few positions are still in correction, but the winners lead. Underneath, part of the risk shares one growth profile: that is what the engine surfaces.
Four orthogonal vitals. Click a cardinal to read its band.
Every block below is a real product surface, reading the example portfolio. Nothing here is a render. The same decomposition gesture, at different altitudes.
A deterministic engine reads the book and surfaces what matters: the factor your positions share, the names in correction, a drawdown. Every signal says whether it is rule-based or reference. Here 36% shares one growth profile, even though by names it looks diversified.
The equity curve with the drawdown shaded beneath it and the high-water mark drawn. Period selection, money-weighted return beside the cumulative. The shape of the record, not a single closing number.
Data quality: stable · 380 sessions
Per position: a posture, the weight, the return. The engine holds the winner and flags the laggard in correction. It judges, it does not flatter. A read, not a wall of ratios.
Thesis intact, alpha against the benchmark positive over the holding period. Weight is comfortable. No reason to act.
Deep in the red and trailing the benchmark over the period. Momentum and thesis have deteriorated. It is a small weight, but averaging down here does not hold up.
You decide what you are willing to lose. State the entry and the stop, and the size follows, deterministically. A trade map shows the risk between stop and entry. The most risk-first tool a serious investor owns.
Deterministic calculation. Not investment advice.
Buys, sells, dividends, fees, tagged to the broker they came from and grouped by month with a net flow per period. The ledger the four-lane return is built from, with a Journal view for the why behind each decision. No P&L theatre, just the record.
What you just saw, on your own portfolio.
A serious investor decides on substance. Here is the substance, stated plainly.
Every figure on this page is produced by the real product over an example portfolio, including the drawdown and the positions in the red. Good numbers, yes, but nothing that goes wrong is hidden.
Every signal declares whether it is rule-based, AI-augmented or reference data. The source never leaves the conclusion behind.
When data is missing, we show a dash, not a guess. Currency and timing attribution await historical FX, and we say so rather than fabricate them.
A portfolio intelligence instrument for investors who manage their own capital. Not a broker, not execution, not advice.
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