◆ PORTFOLIO ANALYSIS TOOL ◆

See what really drives your portfolio

Understand portfolio performance and find your risk drivers

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What Investors Like You Are Asking

❓

Why am I underperforming?

Most tools just show gains or losses. We show the real reasons — exposure to momentum, value, size.

⚠️

What hidden risks am I taking?

Your portfolio may be tilted toward value, growth, or momentum without you knowing. We make these exposures visible.

🔍

How do I make sense of my returns?

We use factor attribution to explain what actually drove performance — in clear, simple terms.

🧭

Do I know what I am doing?

Without a framework, investing feels random. We give you a factor-based approach so you can see where you stand and what drives your results.

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See FactorLens in Action

Watch how FactorLens transforms complex portfolio data into clear insights.

FactorLens Portfolio Analysis Demo showing factor breakdown and performance attribution
1

Upload your portfolio

Use our portfolio entry service to easily input your holdings. No manual work needed.

2

Generate a report

Generate a report with just the click of a button.

3

Insights

Scroll through your portfolio analysis report results with ease. Discover the easily digestible insights, along with the underlying numbers.

Disclaimer:

FactorLens does not provide financial advice or investment recommendations. All information is for educational purposes only and should not be considered as guidance for investment decisions.

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Alpha is free

Understand your portfolio

Performance Diagnosis

  • ✓ Attribution: "Why am I up or down?"
  • ✓ Benchmark comparison: see where you lost/gained.
  • ✓ Alpha: see how much alpha you're generating.

Risk Decomposition

  • ✓ Factor exposures: market, value, momentum, size, sector concentration.
  • ✓ Volatility: break it down to each factor.
  • ✓ Diversification: understand how diversified your portfolio really is.

Insights

  • ✓ Risk drivers that impact your portfolio.
  • ✓ Return drivers that are the source of your portfolio's performance.
  • ✓ Identify and adjust: Growth? Momentum? Size? Once you know, you can take action

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Alpha Phase

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  • ✓ One Portfolio Report per month
  • ✓ Factor breakdown
  • ✓ Performance & Volatility Attribution
  • ✓ Free until beta release (Q4 2025)
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$24/month
  • ✓ Unlimited performance reports
  • ✓ Multiple portfolios
  • ✓ Portfolio Entry Service
  • ✓ Coming soon: Portfolio builder, rebalancing analytics, strategy backtester
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Advanced analytics

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  • ✓ Unlimited reports
  • ✓ Unlimited portfolios
  • ✓ Coming soon: Portfolio builder, rebalancing analytics, strategy backtester
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Hedge fund-grade analytics

See what drives your portfolio

Momentum? Value? Size? Once you know, you can take action.

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