StonvexLoading…
StonvexStonvexStonvexBuild a model portfolio and watch its risk + return profile in real time. Educational analytics on the weights you specify — not personalized investment advice.
Looking to track your realbrokerage positions (shares + cost basis + live P&L)? Go to Portfolio Tracker →
Free viewers see a fixed sample so the analytics are visible. To build and save your own weighted portfolio, upgrade to Pro.
Add tickers and assign each a weight in percent. Weights should sum to 100; the badge above turns amber if they don’t.
One-click templates. Tap any preset to load its weights and watch the analytics on the right update.
Weight-averaged day change across your holdings. Excludes tickers without live data right now.
Sector classification from the company’s SIC filing (Polygon). Cold-cache tickers may show as “Unclassified” for the first request.
Live price + day change per holding. Weight × change = contribution to the weighted move above.
Computed from 1 year of daily adjusted closes (Polygon). Risk-free rate assumed at 4% for Sharpe. Numbers are descriptive; future outcomes can differ materially.
Pearson correlation of daily returns over the past year. +1 means the two move in lockstep; −1 means they move opposite. Lower correlation between holdings generally means more diversification benefit.
Each grey dot is one randomly-weighted portfolio of your tickers (0 samples). The upper edge of the cloud is the efficient frontier — portfolios with the best return for their risk level. Your portfolio is the emerald diamond. Each ticker on its own is a labelled circle.
$1 invested on day 0 in your weighted portfolio vs SPY, no rebalancing, no transaction costs. Historical curve only — past performance does not predict future returns.
Upcoming + recent earnings dates for the tickers in your portfolio. “Your impact” on past releases is weight × surprise % — strictly historical, never a forecast.
The information above is for educational and informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Rankings and scores are computed by Stonvex's proprietary algorithm and are not endorsed by any financial institution. Past performance does not guarantee future results. Always consult a licensed financial advisor before making investment decisions.