Personal Portfolio Analyst

Personal Portfolio Analyst とは？

Brokerages like Fidelity shows your balance overtime, not whether your investing decisions added value. Personal Portfolio Analyst rebuilds performance from your Fidelity exports and delivers a verdict: did you beat passive, and did the volatility, drawdowns, and concentration risk make it worth it? It even builds a risk-matched passive replica of your portfolio to see if simple indexing could have done the same job. Open source with inspectable methodology.