Analyze your entire portfolio with clarity — in one workspace.
ETFVision consolidates your holdings, market data, benchmarks, and risk into structured, evidence-based analytics for a multi-asset, ETF-first portfolio. Insights and observations only — never trading advice.
Your entire portfolio on a single dashboard
Valuation, a deterministic portfolio score, performance versus a 60/40 benchmark, and allocation — all in one evidence-based view.
A complete workspace for portfolio analysis
One workspace connecting tracking, analytics, benchmarking, and insights — for complete portfolio context.
Portfolio tracking
Track holdings, valuations, and performance across every asset class in one consolidated, always-current view.
Market Vision
A weekly briefing on market conditions and macro context — structured and concise, rather than a continuous news feed.
Insights
Portfolio characteristics scored and explained — concentration, diversification, and exposure observations, each with the evidence behind it.
Risk analytics
Volatility, drawdown, concentration, and correlation — see where real risk sits and how each holding contributes.
Watchlist intelligence
An analytical watchlist. Evaluate candidates by exposure overlap, valuation context, and risk contribution — purely observational, never promotional.
Bond intelligence
Bonds analyzed through duration, rate sensitivity, credit quality, and yield — rather than treated as uniformly low-risk holdings.
From holdings to structured analytics
Four stages turn raw positions into structured, explainable analytics — so you can research with better information.
Add your holdings
Enter positions across stocks, ETFs, bonds, gold, crypto, and cash to build your full picture.
Review the analytics
ETFVision benchmarks performance, maps exposure, and surfaces risk and concentration metrics.
Explore the insights
Review scored portfolio characteristics and observations, each with the evidence and methodology behind it.
Stay current
Check back each week for a clear, up-to-date view of your portfolio — every decision remains entirely your own.
An analytics workspace — not a trading terminal or advisor.
ETFVision is built around understanding broad, diversified, low-maintenance ETF allocations. It provides analytics, observations, and educational insights — never personalized buy, sell, or rebalancing advice. Disciplined, evidence-based, and built for the long term.
✓ ETF-first lens
Diversification, liquidity, and simplicity at the core — with optional satellite exposures analyzed in context.
✓ Transparent methodology
Clear methodology behind every metric, score, and observation — so you can verify the reasoning.
✓ Portable by design
Vendor-independent and built so your data and workspace stay yours.
Bring analytical clarity to your portfolio
ETFVision is currently in early access. Sign in to your workspace, or request an invitation to start understanding your ETF-first portfolio through clear analytics.