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Track your portfolio the way a portfolio manager would.

Compare your returns with the S&P 500, understand your risk, and see your holdings across connected brokerages or a manually entered portfolio.

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Brokerage connections are read-only. Earlier history is reconstructed from the transactions your broker provides and is an estimate, not an official statement. How history works

BenchfolioSample portfolio · Illustrative data

Overview

Sample data through 2026-05-14

Portfolio value

$240,341

+$2,844+1.20%latest session

+$135,141 gain since inception

Portfolio history

Timeframe

Portfolio return

+128.5%

S&P 500

+81.2%

Excess return

+47.3 pp

Annualized return

+31.7%

PortfolioS&P 500

Time-weighted return for the selected period, adjusted for deposits and withdrawals. Excess return is measured in percentage points.

Syncs with 20+ brokerages
FidelityFidelity
RobinhoodRobinhood
SchwabSchwab
E*TRADEE*TRADE
WebullWebull
Interactive BrokersInteractive Brokers
+ 16 more
Securely connected viaSnapTrade
Beyond day one

Your portfolio history, reconstructed on connect.

Illustrative reconstruction

Watch transactions become a portfolio history. Benchfolio replays the records available from your brokerage to reconstruct daily values, returns and risk before the day you connect.

Starting todayToday · Day 1 of tracking
No transaction history importedYou connectBefore connectingtoday
1
Daily snapshot
—
Sharpe
—
Drawdown
—
vs SPY
One snapshot tells you where you stand
BenchfolioReconstructed · 753 / 753 days
May 15, 2023May 14, 2026May 14, 2026
BUYHD×40
753
Daily snapshots
1.79
Sharpe
-16.3%
Max drawdown
+128.5%
Total return
Your available history, ready to explore
Automatic on connect
Nothing to type in, no CSVs to upload. Connecting is the whole setup.
Every day your broker has
Available history depends on your brokerage. Dividends and splits included.
Institutional analytics from day one
Sharpe, Sortino, Calmar, alpha, beta and drawdown across your available history.
The metrics that matter

Institutional risk & performance, computed from your actual trades.

Illustrative demo data

Cumulative return benchmarked to SPY. Rolling Sharpe, Sortino, and Calmar over the full history. Drawdown analysis. The same views portfolio managers actually use.

Cumulative Return
PortfolioS&P 500
-50%+0%+50%+100%May '23Oct '23Mar '24Aug '24Jan '25Jul '25Dec '25May '26
Portfolio+128.5%S&P 500+81.2%Excess return+47.3 pp
Rolling Sharpe Ratio
0.00.51.01.52.02.53.03.5May '24Oct '24Mar '25Jul '25Dec '25May '26
Excess return ÷ volatility. Solid line is rolling 1Y, dashed is since inception.
Rolling Sortino Ratio
0.00.51.01.52.02.53.03.5May '24Oct '24Mar '25Jul '25Dec '25May '26
Excess return ÷ downside deviation. Solid line is rolling 1Y, dashed is since inception.
Rolling Calmar Ratio
1.61.82.0May '25Jul '25Oct '25Dec '25Mar '26May '26
CAGR ÷ Max Drawdown. Rolling 3Y window, grows from 2Y to 3Y as history builds.
DrawdownCurrent 0.0%
0%-10%May '23Oct '23Mar '24Aug '24Jan '25Jul '25Dec '25May '26
Portfolio sharing

Share a read-only link to your portfolio.

Illustrative sharing preview

Share your track record, add positions, or include your full book. Save a snapshot or enable live updates. Revoke access at any time.

Link creation preview

Share your portfolio

What this link shows

Broker-confirmed history only · Off

Leave out reconstructed history for a shorter, broker-reported record.

Live updates · Off

A snapshot freezes your data at the time you share.

Read-only. Revoke at any time.

Change settings to update the preview.

benchfolio.com/s/example Read-only preview
BenchfolioSaved snapshot preview

Sample portfolio

Illustrative data · 2023-05-15 to 2026-05-14

Full sample history shown. Figures are illustrative.

Overview

Portfolio history

Timeframe

Portfolio return

+128.5%

S&P 500

+81.2%

Excess return

+47.3 pp

Annualized return

+31.7%

PortfolioS&P 500

Time-weighted return for the selected period, adjusted for deposits and withdrawals. Excess return is measured in percentage points.

Positions and dollar values private. No expiry selected.

Live auto-refresh
Viewers see fresh metrics as your portfolio moves. Or share a fixed snapshot instead.
Choose what you reveal
Track record, track record with positions, or your full book. Positions and dollar amounts stay private by default.
Expire or revoke
Auto-expire in an hour, day, week, or month. Revoke any link from your dashboard.
Connection scope · Broker OAuth via SnapTrade
Read
Allowed
holdings · activity · balances
Trade
Blocked
orders · transfers · withdrawals
Credentials
Never seen
your login never stored
Sign-in happens at your broker · your password never touches Benchfolio
Synced daily · never sold or shared · disconnect in one click · data deleted on request

We can read your portfolio.
We can’t touch it.

Pricing · Founder offer
$8.25/mo
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