All your investments in the same place
All your investments, classified by asset category, at your fingertips. Each title can be selected to learn more about it.
Personalized Return Reports
Generate return reports to reflect the period of your choosing, at all times.
Portfolio Score
Compare your portfolio to that of others by using the Hardbacon portfolio score. This score, which is based on the risk-adjusted return on the portfolio, enables you to assess your portfolio’s quality.
Portfolio Analysis
Discover your portfolio’s weaknesses at a glance. Our analysis criteria include fees, diversification, asset allocation and portfolio beta.
Alerts
Be notified when a stock or fund exceeds or falls below a threshold you’ve set.
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