Documentation
Features
Portfolio Terminal combines import, analytics, and monitoring so you can move from source data to portfolio decisions in one workflow.
Smart import
Bring broker data into the product using free text, spreadsheets, or structured inputs.
Accepts broker summaries, spreadsheets, and copy-pasted rows.
Highlights ambiguous rows instead of silently guessing.
Keeps the review step lightweight so you can confirm imports quickly.
Portfolio analytics
Measure performance and risk with portfolio-level views built for recurring monitoring.
Track volatility, drawdown, VaR, Sharpe ratio, and benchmark comparisons.
Use historical performance views to understand the path of the portfolio, not only the current snapshot.
Inspect diversification signals such as correlation to avoid hidden concentration.
Workflow and operations
Use product shortcuts that reduce friction once the portfolio has been imported.
Open documentation directly from portfolio screens when you need context on a metric or workflow.
Use alert shortcuts from the portfolio to create monitoring rules faster.
Keep the product usable for recurring reviews instead of one-off setup only.
What to read next
The documentation is organized by workflow. After the features overview, continue with the guide that matches your immediate task.
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