Benchfolio is in active development.Public launch coming soon.
Benchfolio
Sign InGet Started
Built for retail. Powered by institutional math.

Portfolio analytics that actually matter.

Automatically sync your brokerage and get Sharpe ratio, Sortino, Alpha, drawdown analysis, and S&P 500 benchmark comparisons. The metrics hedge funds track daily — now in your hands.

Free during beta. No credit card required.

Benchfolio Dashboard

730+

Daily snapshots reconstructed

12+

Institutional-grade metrics

50+

Supported brokerages

0

Manual data entry

The hedge fund toolkit,
now in your hands.

  • Institutional-Grade Metrics

    The exact Sharpe, Sortino, and Jensen's Alpha calculations used by professionals.

  • Zero Manual Entry

    Connect your brokerages once. Positions, balances, and trades sync automatically every day.

Fidelity
Fidelity
Synced today
Charles Schwab
Charles Schwab
Synced today
Robinhood
Robinhood
Synced today
Day-One Analytics

Two years of history,
reconstructed instantly.

Most portfolio trackers only start tracking the day you connect. Benchfolio automatically reconstructs up to two years of daily snapshots from your broker's transaction history — Sharpe ratios, drawdown analysis, and benchmark comparisons from the moment you sign up.

  • Automatic on account connection — no manual work
  • Daily snapshots reconstructed from real broker data
  • Full risk and performance metrics available immediately
History Reconstruction
2 years ago
730+ daily snapshots rebuilt
All risk metrics calculated
Benchmark comparisons ready
Today

Automated daily sync keeps it current

Precision in every metric.

Automated insights derived from institutional models. Connect your brokerage and let Benchfolio 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.