Atlas is an educational tool. Not investment advice. Not an offer to buy or sell securities. Full disclaimer
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Changelog

What's new in Atlas

Each release grows Atlas from a useful portfolio tracker into a deeper institutional research tool. This page captures what changed; the dashboard is where you use it.

  1. v5Dashboard redesign + deeper drill-downs

    A ground-up rework of the tearsheet layout focused on finding what you need fast, plus new ways to slice your book.

    • Tearsheet reorganized into four clear groups — Overview, Analytics, Tax, Advisory — replacing the flat 13-tab strip.
    • Persistent glance bar pins NAV, day P&L, MTD, YTD, Sharpe, and max drawdown at the top of every view.
    • Per-account filter — view analytics for a single account (Taxable, Roth IRA, 401k) or all accounts combined.
    • Benchmark picker — compare your portfolio against SPY, QQQ, a 60/40 blend, VTI, or a custom ticker of your choice.
    • Morningstar-style 9-cell style box (Large/Mid/Small × Value/Blend/Growth) on the Allocation view.
    • Landing page preview — see what the tearsheet looks like before you upload.
    • Design polish — tighter typography, refined tab pills, calmer section spacing.
  2. v4Upside/downside capture + rolling volatility

    New institutional metrics and a hardening pass across the product language.

    • Upside capture and downside capture ratios added to the Risk view — see how your book moves on up days vs down days relative to the benchmark.
    • Rolling 30-day and 90-day volatility chart alongside rolling Sharpe and Beta.
    • Research memo rewritten to describe the portfolio rather than prescribe actions — still CFA-level detail, cleaner intent.
    • Context banners above Tax, Signals, and Commentary clarifying each section's nature.
    • First-run acknowledgement so every user starts with clear expectations of what Atlas is and isn't.
  3. v3Tracker parity + CFA-depth extensions

    The biggest single feature drop. Everything in a desktop institutional tool, in the browser.

    • How-to-use guide with step-by-step export instructions for Merrill, Fidelity, Schwab, Vanguard, Robinhood, E*Trade, Interactive Brokers, robo-advisors, and a quick-start path for every other brokerage.
    • Options pricing and Greeks — Black-Scholes delta, gamma, theta, vega, IV solved from live option-chain mid-prices.
    • Tax lots view with FIFO open-lot tracking, realized trades (ST vs LT), wash-sale flags, and tax-loss harvesting candidates.
    • Dividend and income analysis — TTM, forward 12-month run rate, yield on cost, 3-year CAGR, 60-day ex-dividend calendar.
    • Technical indicators per holding — RSI, MACD, SMA 20/50/200, Bollinger, ATR, 52-week distance, volume ratio, golden-cross flag.
    • Rules-based signals grouped by category — technical, risk, concentration, options — with INFO / WATCH / ALERT severities.
    • Sector, industry, and country allocation pies (with ETF classification fallback).
    • Top-10 correlation heatmap.
    • Rolling Sharpe and Beta charts.
    • Macro context tab — VIX, 10-year and 3-month yields, yield-curve read, credit ETFs, USD, crude, gold, and a rules-based regime note.
  4. v2Stress tests, factor regression, and research memo

    The analytics that separate institutional work from consumer apps.

    • Scenario stress tests — five historical windows (2008 GFC, 2020 COVID, 2022 rate shock, Aug 2024 unwind, Dec 2018) plus six parametric shocks with estimated dollar and percent P&L.
    • Five-factor regression — Alpha (annualized), Market, HML, Momentum, Quality, Size — with loadings and t-stats.
    • Research memo generated by Claude Opus — institutional voice, paragraphs under executive summary / performance / risk / factors / macro / open questions.
    • Lazy-loaded memo generation so the initial tearsheet stays fast.
  5. v1The core tearsheet

    Upload your Excel ledger, get a full institutional-style tearsheet.

    • Marketing site with clear feature map and three-step workflow.
    • Drag-and-drop upload of your trades.xlsx workbook.
    • Downloadable trades template with example rows and a built-in notes sheet.
    • Positions view with live prices, weights, cost basis, unrealized P&L, day P&L, beta per holding.
    • Equity curve rebased to 1.00 and plotted against SPY.
    • Period returns — 1D, MTD, QTD, YTD, 1M, 3M, 6M, 1Y, inception-to-date — for both portfolio and benchmark.
    • Risk metrics — Sharpe, Sortino, Calmar, max and current drawdown, beta, Jensen's alpha, tracking error, information ratio, VaR and CVaR at 95 and 99%.
    • Concentration stats — HHI, top-5, top-10, effective-N, largest position.

Still in progress

Atlas is actively evolving. Upcoming ideas include persistent portfolios across sessions, a scenario-builder for custom shocks (drag a slider for S&P ±% and 10Y bps change), sector-level return attribution, forward-looking Monte Carlo projections, and an export-to-PDF tearsheet. Have a request? Send us a note.