What's New

We didn't build a portfolio tracker. We built a portfolio analyst that never sleeps.

Most "portfolio dashboards" show you a number that goes up and down. Ours tells you why — and whether you actually earned it.

We just shipped a full institutional-grade portfolio suite inside KlickAnalytics 🚀 — and here's what's under the hood:

📊 Every portfolio becomes a ticker. Your holdings compound into a private performance series ($P…) you can chart, compare, and benchmark like any stock — with a proper Time-Weighted Return engine that strips out your deposits and withdrawals. No more "I added $10k and it looks like I'm up 90%." Real performance, not cash-flow illusions.

💹 Profit/Loss that reads your transactions. Net positions built straight from your trades, with expandable FIFO lots, grouping by sector / industry / country / account, weighted-average summary rows, dividend income (LTM) + yield, and a frozen-column grid you can slice like a pro terminal.

📈 Performance, the way analysts actually look at it. Total-return vs benchmark, rolling beta / volatility / Sharpe / Sortino, periodic + annual returns, upside/downside capture, worst-5 drawdowns, underwater plots, and return-quantile boxplots.

🧮 60+ risk & return metrics — Sharpe, Sortino, Calmar, Omega, Smart Sharpe, Probabilistic Sharpe, Serenity, VaR/CVaR, tail ratio, Kelly, and more — with a configurable risk-free rate and a Monte-Carlo projection of where you might land.

🌍 Stress-test against history. Drop your portfolio into the 2022 inflation shock, COVID, the GFC, the 2025 tariff turmoil — or any window you define — and see how it would've held up vs any symbol you choose.

🔎 A full Data tab — every level, return, and drawdown point, charted + tabled, comparable, and exportable.

All of it benchmark-aware, mobile-ready, private by default, and shareable with your team.

The punchline: Your broker shows you a balance. We show you a thesis. 🎯

If your portfolio can't tell you its Sortino, its capture ratio, and how it survives a 2008 — it's not a portfolio, it's a guess.

To access: From the menu, click on My > Portfolios