Pages-native · local portfolio analytics

Portfolio Lab

Bring your own historical prices and run the portfolio math locally: returns, volatility, drawdown, beta, concentration, correlations, and risk contribution. Everything runs in this browser. No prices are uploaded.

CSV / pasteRuns in browserNo market-data key

Add price history or load the synthetic demo. Annualization follows your date spacing rather than assuming every observation is daily.

Local CSV—

Cumulative return—

Annualized return—

Annualized volatility—

Max drawdown—

Beta vs benchmark—

Benchmark correlation—

Top holding—

Effective positions—

Risk contribution

Holdings

Open Reports →

Symbol	Weight	Return	Volatility	Risk contribution

Correlation

Holding matrix

Benchmark

Benchmark return—

Observations—

Start—

End—

Data & model boundary

Review this result and choose your AI app. Your account handles the response.