Portfolio Analysis

Track and analyze your portfolio with insider data, correlations, and backtests in one place.

What You Get

See all positions in one comprehensive dashboard

Spot correlations and risks quickly with advanced analytics

Test strategies before you trade with backtesting tools

Track insider trading activity in your holdings

Monitor portfolio performance with detailed metrics

Compare your portfolio against benchmarks

Key Features

Comprehensive Dashboard

View all your holdings, allocations, and performance metrics in a single, intuitive interface. Real-time updates keep you informed of portfolio changes.

Risk Analytics

Identify correlations between holdings, analyze sector exposure, and understand your portfolio's risk profile with advanced statistical tools.

Insider Activity Tracking

Monitor insider buying and selling across your entire portfolio. Get alerts when key insiders make moves in stocks you own.

Strategy Backtesting

Test portfolio rebalancing strategies and allocation changes against historical data to validate your investment decisions.

This tool is available to Lambda Pro subscribers.

7-day free trial, then $39.99/month or $399.99/year (save 17%)

Used by active traders to manage portfolios and identify opportunities before the market moves.

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