Insights
Quant toolbox for non-quants
Institutional-grade performance and risk metrics for DIY investors—analyse, compare and make data-driven portfolio decisions.
Analyse
portfolios & assets
Deep-dive into an asset's or portfolio's past performance and get a detailed view of its 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.
Explore interactive charts & tables and drill down for insights. Understand a portfolio's asset allocation over time and its performance impact.
How to analyse assets and portfolios
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. Review asset correlations as well as customisable scatter plots to inform your view.
Explore interactive charts & tables and drill down for insights. Review asset correlations as well as customisable scatter plots to inform your view.
How to compare assets and portfolios
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.
Examples of metrics are Sharpe Ratio, Value at Risk, and Expected Shortfall and many more. All metrics can be analysed as rolling metrics.
Explore the metrics we use
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.
However, DIY investing can be time consuming, complicated & scary. Not with pfolio.
pfolio is investing optimised for performance, flexibility & efficiency.
Performance
Deep-dive into portfolio and asset performance with Sharpe Ratio, Sortino Ratio, max drawdown, Value at Risk and more—the same metrics used by professional fund managers.
Flexibility
Analyse any combination of portfolios and assets, compare them side by side, and explore interactive charts, correlation matrices and scatter plots to refine your view.
Efficiency
Research assets and portfolio strategies in one place before you invest—so every allocation decision is backed by data, not gut feel.
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.
