We build tools for portfolio management, tracking, and analytics that improve your decision-making and save your time
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Most portfolio tools stop at balances, returns, and charts. RoyInsights goes deeper. We focus on attribution-first analysis: breaking portfolio results into allocation decisions, security selection, currency effects, fees, and risk drivers, so investors can see what actually mattered.
The platform is designed for serious individual investors and finance-literate operators who think in terms of decisions, trade-offs, and long-term outcomes.
RoyInsights aims to bring professional-style portfolio insight into a transparent, opinionated tool built for individuals who take investing seriously.
I started investing back in 2017, initially focusing on commodities. Throughout the years, my portfolio grew more complex, with lots of individual opportunities in equities, bonds, FX exposures, and funds made the previous approach unsustainable.
Tracking real returns, monitoring allocations, risk management, benchmarking, and rebalancing, had become very difficult to do with spreadsheets and notes, and it was consuming a lot of my time.
This motivated me to build RoyInsights, both for myself and to help other investors manage their portfolios by bringing proper perfromance attribution, risk analysis, benchmarking and portfolio construction to every investor. We launched the MVP this year and started having our first users.
Our goal is to give investors tools that support decision-making and save time, so they can focus on what matters rather than chasing data and doing manual calculations. We want to become the preferred solution for both investors and advisors.
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.