A little perspective changes everything
See what moved. Understand what matters. Bring your investments, the news, and the evidence together in one personal research workspace.
Free account No card required No broker connection
PERFORMANCE VS BENCHMARK
15 Oct 2026 · +13.91% / SPY benchmark +7.37%
ASSET ALLOCATION 4 HOLDINGS
MONTHLY RETURNS 2026
START WITH YOUR HOLDINGS
See how portfolio analytics give your research a starting point.
PORTFOLIO OBSERVATIONS Dated snapshot · No AI request
Netflix is the largest holding at 29.5%. NVIDIA, Microsoft, and Alphabet together represent 70.5% of the portfolio, all classified as technology in the platform’s snapshot.
Use the simulator to explore another allocation, then compare its historical path and drawdown.
TRY YOUR OWN MIX
Move a weight. The other positions adjust to keep your total at 100%.
15 Oct 2026 · −0.52% / Starting weights −0.52%
Historical buy & hold, 1 May 2026–15 Oct 2026. All positions purchased at the first common close; no later deposits, rebalancing, fees, or taxes. The starting-weights comparison uses the same method, so it differs from the actual portfolio’s transaction-based return. Past results do not predict future performance.
Dated test-portfolio snapshot. Historical simulation, not live quotes or investment advice.
One workspace.
A wider view.
01 / Connect the dots
A red number is only the beginning of the story. Connect it to your recorded investment and your exposure, then look into the company reports and news behind it.
Explore the sample workspaceThe observation
Lifetime dollar gain on this sample holding.
The evidence
Read the recorded purchases alongside the dated market price.
Portfolio snapshot · 16 Oct 2026Your perspective
Connect the dollar gain to its portfolio weight, then decide what to research next.
02 / Make room for better questions
From a quick morning check to a deeper investigation. Keep the tools close and your thinking connected.
Your portfolio,
before your second coffee.
Four holdings in focus. Netflix is the largest position in this sample portfolio, at 29.5% of its value.
Look at shared exposure. NVIDIA, Microsoft, and Alphabet together account for 70.5% of the sample portfolio.
Look at concentration, drawdowns and allocation alongside your returns.
Compare historical what-if scenarios without changing your recorded portfolio.
Explore markets with screeners, company fundamentals, earnings calendars and alerts.
03 / Start with what you own
Create a free account with email or Google. No payment details needed.
Add your holdings or import a transaction CSV. Review everything before saving.
See performance, risk, and relevant news. Ask a question when you want to go deeper.
Your research workspace. Your brokerage stays separate. Portafel cannot place trades or move money.
No. Portafel is a research platform. It organizes evidence and explains what changed, but it does not tell you what to buy or sell, and it does not assess whether an investment suits you.
No. You record transactions yourself or import a CSV. Portafel never asks for brokerage credentials, and it cannot place trades or move money.
Stocks, ETFs, indices, commodities, forex and crypto. Coverage and data depth vary by market, and each figure shows its source and date where available.
AI writes briefings, news explainers and answers to your questions from market data, company filings and published reporting. Every AI-generated passage is labeled, and it can contain errors, so check the sources for anything important.
Prices, financials and company news come from public market-data providers, analyst consensus and price targets from Nasdaq, and filings and reported facts from SEC EDGAR. Quotes may be delayed and are not a trading feed.
Portfolios, analytics, news, the screener and alerts are free. Paid plans add more AI research. See the plans.
A LITTLE LESS NOISE. A LOT MORE CONTEXT.
Your investments have a story. Start putting it together.
