Institutional edge.Effortless tracking.
Institutional-grade performance analysis built for retail investors. We automatically sync your portfolio daily so you can track your edge without the spreadsheets.
The hedge fund toolkit,
now in your hands.
Institutional-Grade Metrics
Stop guessing. Get the exact Sharpe, Sortino, and Jensen's Alpha calculations used by professionals.
Zero Manual Entry
Securely connect your brokerages once. We automatically sync your positions, balances, and trades every single day.
Precision in every metric.
Automated insights derived from institutional models. Connect your brokerage and let the Orb engine do the heavy lifting.
Performance Analytics
Time-weighted & money-weighted returns, CAGR, rolling returns, and period attribution — calculated with institutional precision.
Risk Metrics
Sharpe, Sortino, Calmar ratios. Max drawdown analysis, VaR, and downside deviation — the metrics hedge funds use daily.
Benchmark Comparison
Jensen's Alpha, Beta, Tracking Error, Information Ratio, and Up/Down capture against S&P 500 or custom benchmarks.
Attribution Analysis
Sector allocation, asset class breakdown, concentration risk (HHI), and top contributors/detractors to your performance.
Multi-Account Aggregation
Link multiple brokerage accounts. See your complete portfolio picture across Fidelity, Schwab, Interactive Brokers, and more.
Automated Daily Sync
SnapTrade integration syncs your positions, balances, and transactions daily. Your analytics are always current.