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Personal Portfolio Analyst
Find out if your stock picking actually beats passive ETFs
2 followers
Find out if your stock picking actually beats passive ETFs
2 followers
Brokerages like Fidelity shows your balance overtime, not whether your investing decisions added value. Personal Portfolio Analyst rebuilds performance from your Fidelity exports and delivers a verdict: did you beat passive, and did the volatility, drawdowns, and concentration risk make it worth it? It even builds a risk-matched passive replica of your portfolio to see if simple indexing could have done the same job. Open source with inspectable methodology.
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