Portfolio Tracker
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Portfolio Tracker
Portfolio
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Demo portfolio
Explore the demo freely. All Access is required to create portfolios or enter transactions.
First portfolio
Build a decision-ready portfolio in two steps.
Create the portfolio, then add a transaction or preview a CSV import. No sample holdings are added.
Positions
Quotes are loaded through Ravenstone cache.
Columns
| RVN | Qty | Price | Avg cost | Total P/L | Day | Target |
|---|
No holdings yet.
Add a buy transaction to start tracking a real portfolio.Performance Insights
Portfolio line uses transactions and latest cached quotes.
Allocation Insights
Sector allocation is the default view.
Historical risk
Stress snapshot
Open Analytics to calculate the worst observed historical period.
Historical analytics
Scenario & Risk Terminal
Descriptive historical analysis only. Current-holdings replay is a counterfactual—not a forecast.
Historical data loads only while Analytics is open.
Normalized value
Actual portfolioCurrent-holdings replayBenchmark
View chart data
| Date | Actual | Replay | Benchmark | Coverage |
|---|
Underwater drawdown
View drawdown data
| Date | Actual | Replay | Benchmark |
|---|
Scenario contribution
Starting-weight contribution; currencies show local-price, FX, and interaction components.
| Driver | Type | Contribution | Local price | FX | Interaction |
|---|
Value reconciliation
Reconciles price return, realized return, dividends, fees, FX, and external cash flows.
| Component | Value | Method |
|---|
Holding contribution
Sector contribution
Rolling volatility
View chart data
| Date | 30 day | 90 day |
|---|
Return distribution
Covariance risk contribution
Largest-holdings correlation
Pearson correlations for up to 12 holdings over common trading dates.
Rolling relative return
| Date | Portfolio | Benchmark | Relative |
|---|
Income uses recorded transactions and protected dividend schedules. Forecast values are clearly separated from historical results.
Dividend Insights
Income uses dividend transactions as source of truth.
No dividend income recorded yet
The income chart will appear after a dividend transaction is recorded.
Income by Holding
Recommendations
Rule-based portfolio observations, not personalized financial advice.
Transactions
Transactions are the source of truth.
Add transaction
Amounts stay in their original currency and are converted to the portfolio base currency.
CSV import
Import transactions with columns like date, type, symbol, quantity, price, fees, assetType, currency, notes.
Import preview
| Status | Date | Type | Symbol | Amount | Currency |
|---|
| Date | Type | Symbol | Qty | Price/Amount | Fees |
|---|