Cockpit Reports
Once a month, the dials that matter: asset class returns, portfolio risk statistics, rates and credit spreads, the watchlist, set against the news that moved them.
The Seven Model Portfolios
Seven passive benchmarks built from low-cost ETFs, conservative to aggressive. Ten years of performance and risk, the cost drag, and exactly what each one holds.
Personal Financial Statements
Every smart investment decision starts with understanding where you actually stand. This tool makes that clear, and you walk away with a PDF or an Excel workbook.
Equity Watchlist
The thousand most relevant listed companies on one screen. Sort by return, size, sector, currency, volatility or drawdown, and open any name for its price history.
Portfolio Lab
Build any allocation from the building-block ETFs and test it against the seven model portfolios. Turn your assumptions about risk and return into evidence.
Market Timing Game
Time the market on real securities and see how you do against simply buying and holding. Play as a guest or keep your record and take a place on the leaderboard.
Leveraged Model Portfolios
Borrowing against a portfolio lifts the gains, deepens the losses and adds a risk the unleveraged investor never faces: the margin call. Set the credit, the loan to value and the spread, then see what leverage would have done to the seven model portfolios.