Understand what drove your returns and the risk behind them. Get a clearer picture of your investments, all in one place.
Incorporate cash and fixed income assets into attribution and risk analysis instead of treating them as side notes
Calculate time-weighted return (TWR), internal rate of return (IRR) and other perfromance metrics to understand the strategy and timing effects to your portfolio
Find out which investments contributed most to your returns with a detailed holdings breakdown by their share of total portfolio P&L
Analyze your risk-adjusted performance with Sharpe and Sortino ratios and track it over time.
Analyze volatility and drawdowns at both portfolio and asset level to understand downside risk exposure
Detect hidden concentration across assets, sectors, or currencies
Compare your portfolio's performance to a benchmark to understand its performance relative to the market
Benchmark like a pro with custom benchmarks that accurately reflect your portfolio's holdings
Know your dividend income without manually tracking them in spreadsheets
Track and analyze the total dividend income and its contribution to returns
If you don't want to connect your brokerage account, you can also import dividends from a CSV file
Configure your portfolio's investment policy statement to accurately monitor your portfolio against your goals
RoyInsights will monitor your portfolio against your investment policy statement and alert you if you're not meeting your goals
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.
Plans and features
Simple plans for investors who care about understanding their portfolios
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Free
0€
free forever
Choose plan
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Pro
15€
per month billed annually
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Expert
33€
per month billed annually
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| Core | ||||
|---|---|---|---|---|
| Portfolios | 1 | Up to 5 | Unlimited | |
| Holdings | 10 | Unlimited | Unlimited | |
| Analytics | ||||
| Performance attribution | ||||
| Benchmarking | ||||
| Support | ||||
| Email support | ||||
| Support tier | Documentation | Priority | Priority | |
| Choose plan | Choose plan | Choose plan | ||
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.