Launch Chart

Remove Point

Launch Chart

Remove Point

Families and Screeners

Portfolio Selection

Add Tickers Manually

Add individual securities to compare against your portfolio positions.

Enter Ticker Symbols

Separate multiple tickers with spaces

Ticker already exists

Added Tickers

Plot Analysis

Efficient Frontier

Portfolio Models
Model Portfolios Multiple models + components
Market Groups
Families & Screeners Market segments or indices
Custom Analysis
Individual Tickers Manual ticker entry
Clear All Data Remove all loaded data sources

Market Benchmarks

Click to add individual benchmarks

Viewing:

X-Axis (Horizontal)

1 Year

Y-Axis (Vertical)

1 Year

Select Time Period

Date Presets

From

As of Date

Loading

Preparing data...

Portfolio Risk vs Return Analysis

Visualize your portfolio holdings on a risk and return scatter plot to identify optimal investment opportunities.

Or explore market groups with

0 securities plotted

Ready to analyze your portfolio