Portfolio Analyzer (with Custom Benchmarks) 2026-07.29.12.38

This tool analyzes a stock portfolio using historical data.
* It compares your portfolio performance against your chosen benchmarks (including dividends), and shows annualized returns, cumulative returns, and a normalized performance curve.
๐Ÿ“‹ Preset
Select a preset to auto-fill tickers, benchmarks, and rebalancing
Rebalancing
Equal-weight reset on 3rd Friday of rebalance months (Mar/Jun/Sep/Dec, Jun/Dec, or Dec only)