Track and analyze all your investments in one place. Get rid of the spreadsheets. Understand what drove your returns and what risks you are taking on. Save time.
Understand why your portfolio moved the way it did, not just by how much.
Identify the main drivers of your returns. Get insights into how selection, timing, allocation decisions, and other factors, affected your portfolio.
Analyze concentration, volatility, drawdowns, and exposure with professional risk metrics.
RoyInsights helps you understand whether results came from asset selection, allocation choices, income, currency exposure, or fees. This distinction matters when evaluating skill versus unintended exposure.
Attribution in RoyInsights is designed for investigation. Analyze performance across time, assets, and allocations to identify consistent drivers, one-off effects, and structural portfolio biases.
Return attribution is linked with risk and volatility analysis, allowing you to see which decisions contributed not only to returns, but also to drawdowns, concentration, and overall portfolio risk. This provides a more complete picture of portfolio behavior than return-based reports alone.
Understand what actually drives performance and risk across your entire portfolio
Analyze volatility and drawdowns at both portfolio and asset level to understand downside behavior, not just averages.
Detect hidden concentration across assets, sectors, currencies, and correlated exposures.
See which assets and allocation decisions contribute most to overall portfolio risk.
Incorporate cash and fixed income assets into attribution and risk analysis instead of treating them as side notes.
Analyze crypto exposure within the broader portfolio, including volatility, drawdowns, and contribution to overall risk.
Include commodities and alternative assets in portfolio and risk analysis.
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