Tools

Replay any lazy portfolio through 5 years of monthly total returns. Shows the equity curve, CAGR, and max drawdown so you can size a portfolio's drawdown profile against your tolerance.

Compare holdings across up to six funds at once. Renders a pairwise heatmap and ranks pairs by holdings overlap — answers the open-ended questions /compare/ intentionally doesn't pre-render.

For any catalog fund, ranks every catalog candidate by holdings overlap and flags wash-sale risk where the candidate tracks the same index. Hides same-index funds by default.

Compounds the dollar difference between two expense ratios over a multi-decade holding period. The right framing for "is 3 bps vs 20 bps a big deal?"