Jashsoft - Financial Intelligence Software
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Jashsoft helps you understand your portfolio by giving you actionable insights. Track your performance versus the market, see diversification by sector, asset class, and geography, measure market risk with beta, review top holdings and movers, and see the upside and downside of each of your holdings.
Replies
finally a portfolio tool that shows beta and geographic split without making me dig through five tabs. the upside/downside breakdown per holding is genuinely useful for rebalancing decisions.
hey team, been using jashsoft for a bit and really dig the beta and sector breakdown. one thing that would honestly be super helpful is a simple tax-lot view showing when each holding was acquired and any unrealized gains or losses per position. would make planning way easier during earnings season.