Experimental research tool · Educational use only
See your portfolio
like an institution
would.
Upload your trade ledger. Atlas describes your portfolio through a CFA-level lens — time-weighted returns, Sharpe, Sortino, max drawdown, VaR, concentration, beta, alpha, factor loadings — with the same analytics a 30-year strategist uses. Atlas does not give investment advice, and its outputs may be inaccurate; always verify with a licensed professional.
No credit card. Upload an Excel ledger to try it in under a minute.
What you get
Institutional rigor, self-serve.
The metrics consumer apps skip — computed mechanically on the data you upload and surfaced for your own review. No recommendations, no account linking, no data sold.
Performance attribution
Time-weighted returns, money-weighted IRR, period returns (1D through ITD), benchmark comparison against SPY, AGG, QQQ, and a 60/40 blend.
Risk analytics
Sharpe, Sortino, Calmar, beta, Jensen's alpha, tracking error, information ratio. Historical and parametric VaR and CVaR at 95/99%.
Drawdown & concentration
Max drawdown, current drawdown, duration. Herfindahl-Hirschman index, effective-N, top-weight concentration warnings.
Excel-native ingestion
Download the template, paste your trades, upload. Designed to reconcile to your brokerage statement — verify before relying on any figure. No OAuth, no credentials shared.
Position-level drill-down
Weight, cost basis, unrealized P&L, day P&L, beta, contribution to risk and return — for every ticker you hold.
Private by default
Your ledger is stored encrypted and scoped to your account. Delete anytime. We never share or sell data. No brokerage credentials required.
Workflow
Three steps. No API keys. No linked accounts.
- 01
Download the template
A blank .xlsx with the correct schema. Open it in Excel or Numbers and paste in your trades and cash flows.
- 02
Upload your ledger
Drag and drop. Atlas parses your trades, pulls live market data for each ticker, and builds your positions.
- 03
Read the tearsheet
Full IB-style dashboard in seconds — returns, risk, concentration, drawdowns, and benchmark comparisons.
Ready to explore your portfolio with institutional analytics?
Free to use. Your trade data stays private and can be deleted at any time. Atlas is an experimental research tool — not an investment adviser, no recommendations, and numbers may be wrong.
By signing up, you agree to our Terms and Privacy Policy, and acknowledge the Educational Use Disclaimer.