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Why Use This Tool
Track performance like a pro. Calculate real returns including dividends, measure against proper benchmarks, and see what is actually working.
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Obulos Edge
Why not just check your broker?
- • True returns—time-weighted performance done right
- • Benchmark matching—compare against the right index
- • Attribution—which positions drove your returns?
- • Multi-portfolio—track different strategies separately
How We Use AI
PortfolioX provides AI-powered performance attribution showing which positions, sectors, and timing decisions drove your returns vs benchmark.
Data from Portfolio Data, Benchmark Indices.