Can I try the portfolio analysis before subscribing?

Yes. You can access a free, read-only demo portfolio and see the full analytics flow before subscribing.

What will I learn from the analysis?

You’ll see diversification and overlap, historical drawdowns and recovery times, rolling return ranges, and Monte Carlo scenarios to set realistic long-term expectations.

Does this replace financial advice?

No. It’s a research and decision-support tool designed to clarify trade-offs and risks so you can stick with a consistent, long-term strategy.

Portfolio Analysis

Design and validate a long-term ETF allocation you can stick to. See real drawdowns, recovery timelines, overlap, and optimization suggestions — evidence over hype.

What you’ll analyze

Historical performance (linear & log)
Max total drawdown & worst year
Rolling 5/10/15-year return ranges
Monte Carlo scenarios & percentiles

How it helps

Clarify realistic expectations
Spot correlation/overlap issues
Compare to a benchmark
Choose a plan you’ll keep

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