Understand your portfolio's risk profile, allocation, and performance against market benchmarks. Available with Premium.
See Your AnalyticsKnowing what you own is only half the picture. Portfolio analytics shows you how your investments work together, where your risk is concentrated, and whether your allocation matches your goals. WealthDOS breaks down your portfolio by asset type, currency exposure, and individual holding weight so you can make informed decisions.
Get a risk profile assessment that classifies your portfolio as Conservative, Moderate, or Aggressive based on your actual holdings. See allocation gaps between your current mix and the recommended target for your profile, with a clear alignment score out of 100.
Compare your portfolio performance against the S&P 500, MSCI World, or Nasdaq with a normalized benchmark chart. Toggle individual holdings on and off to see which stocks or ETFs are pushing your returns up or dragging them down. See your alpha at a glance and know if you are beating the market.
Automatic classification as Conservative, Moderate, or Aggressive. See your alignment score and allocation gaps.
Interactive donut charts for asset type and currency exposure. Click to filter holdings by any segment.
Normalized chart comparing your portfolio against S&P 500, MSCI World, or Nasdaq. See your alpha over any time period.
See which holdings dominate your portfolio. Spot concentration risk before it becomes a problem.
Three profiles: Conservative (low risk, diversified ETFs, minimal crypto), Moderate (balanced mix of stocks, ETFs, and some crypto), and Aggressive (growth-focused, higher crypto and individual stocks). Your profile is detected automatically based on your actual holdings.
Your portfolio and the selected benchmark are both normalized to 100 at the start of the selected period. This lets you see relative performance regardless of absolute values. You can toggle individual holdings to identify which ones are helping or hurting.
Yes. The currency exposure chart shows what percentage of your portfolio is denominated in each currency. This is especially important for expats and investors with international holdings.
Yes. Portfolio analytics requires live market data which is a Premium feature. The analytics tab appears in your portfolio when Premium is active.