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QuantScope
Portfolio Platform Security
PORTFOLIO INTELLIGENCE + RISK ANALYTICS

Every account.
One clear picture.

Connect every account, measure performance without cash-flow distortion, and inspect risk—all in one research workspace.
Read-only by default · Bank-grade encryption · Cancel anytime
TOTAL PORTFOLIO VALUE
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CONNECTS WITH YOUR BROKERAGE
Checking live brokerage availability…
Brokerage availability is shown in the secure connection portal.
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TRY IT WITHOUT AN ACCOUNT

Click through the real thing.

Every screen below is the live product running on sample data. Switch screens, scroll around, and see exactly what you get before you sign up.
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EXPLORE THE PRODUCT

From scattered accounts to one investable view.

Explore a connected portfolio workspace built to explain performance, exposure, and what is driving both.
Family portfolio
Updated just now
SAMPLE DATA
TOTAL VALUE
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TODAY P&L
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VS. S&P 500 · 1Y
+4.7%
outperformance
Portfolio performance
PORTFOLIO —   S&P 500 --
Top holdings
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Click a slice to inspect it
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82
DIVERSIFICATION
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Well diversified across 7 sectors
Where your money actually is
Combined across Fidelity, Schwab, and Coinbase
VOLATILITY
14.2%
Lower than market
BETA
0.86
Moderate sensitivity
MAX DRAWDOWN
−11.8%
Past 12 months
Stress test
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CONCENTRATION WATCH
Technology is 8% above your target.
Most of that exposure comes from NVDA and AAPL across two different brokerages.
Your accounts stay read-only and encrypted.
THE FULL WORKSPACE

Two views.
One research process.

Start with what you own, then isolate the risks that matter. QuantScope keeps portfolio monitoring and strategy research in the same visual language.
01 / OVERVIEW
See the complete portfolio
Accounts, holdings, allocation, cash, and flow-adjusted performance in one place.
02 / FOCUS
RISK
Interrogate the risk
Drawdowns, volatility, tails, benchmark behavior, and position-level context.
ADVANCED ANALYTICS

Returns tell you what happened.
Risk tells you how.

Professional portfolio statistics, computed from the return stream—not from money moving into or out of the account.
RISK & RETURN
YEAR TO DATE · DAILY OBSERVATIONS
✓ CASH FLOWS EXCLUDED
ANN. RETURN
+12.4%
TIME-WEIGHTED
ANN. VOL
14.8%
252-DAY
SHARPE
0.84
RISK-ADJUSTED
SORTINO
1.17
DOWNSIDE RISK
MAX DD
-9.6%
PEAK TO TROUGH
CALMAR
1.29
RETURN / DD
DRAWDOWN CURVE
CURRENT -2.1% · MAX -9.6%
JANAPRJULOCTNOW
TAIL & BENCHMARK
BETA
0.91
ALPHA
+2.3%
CORRELATION
0.86
INFO RATIO
0.42
HIST. VaR 95%
-1.7%
EXP. SHORTFALL
-2.4%
Compare against SPY, QQQ, DIA, or another supported ticker across every available time range.
WHY QUANTSCOPE

The numbers that matter. Properly measured.

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HOW IT WORKS

Live in under two minutes.

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SECURITY FIRST

Your credentials never touch our front end.

Broker connections happen through OAuth on our backend. Access tokens are encrypted at rest, scoped read-only by default, and the browser only ever sees your computed analytics — never a key, secret, or password.
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See the portfolio. Understand the risk.

Bring every connected account into one measured view of performance and risk.
QuantScope © 2026
Terms & ConditionsNot investment advice. Analytics for informational purposes.
Create your account
Verify your email and secure the account with an authenticator app.
Full name
Email
Password
12–128 characters; spaces and passphrases are welcome.{{ passwordStrengthLabel }}
Confirm password
I have read and agree to the Terms & Conditions, including the subscription and investment-risk disclosures.
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Already have an account?
Welcome back
Enter your password, then confirm with your authenticator.
Email
Password
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New to QuantScope?
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We emailed a 6-digit code to {{ authEmail }}. Enter it below — it expires in 10 minutes.
{{ verifyIntro }} Codes refresh every 30 seconds and can only be accepted once.
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Didn't get it?
⌾
STEP 2 OF 2
Secure your account
Scan this QR code with your authenticator app, then enter the current 6-digit code to confirm setup.
Authenticator setup QR code
CAN'T SCAN? ENTER THIS SETUP KEY
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Authenticator code
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Compatible with 1Password, Google Authenticator, Microsoft Authenticator, Authy, and other TOTP apps.
✓
Save your recovery codes
Store these somewhere safe. Each code works once if you lose access to your authenticator, and they will not be shown again.
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!Anyone with one of these codes can access your account after entering your password. Treat them like passwords.
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Reset your password
Enter your account email and we'll send you a 6-digit code.
Email
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Remembered it?
Set a new password
We emailed a 6-digit code to {{ authEmail }}. Enter it with your new password.
Code
New password
12–128 characters; use a unique passphrase.{{ passwordStrengthLabel }}
Confirm new password
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Didn't get it?

Simple, honest pricing

Both plans include a seven-day free trial. Cancel anytime.
MOST POPULAR
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✓
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Have a private beta access code?
Log in first, then enter your friends code to activate this account without starting a subscription.
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Terms & Conditions Both plans include a seven-day free trial. Cancel any time from account settings. Not investment advice. Analytics for informational purposes.
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Secure subscription through Stripe
7-DAY FREE TRIAL
Try everything free for one week.
Stripe securely collects your payment method. You will not be charged today. Unless you cancel, billing begins when the seven-day trial ends.
✓ Cancel any time from account settings
✓ Card details never touch QuantScope servers
✓ Trial available once per QuantScope account
Due today$0.00
AFTER YOUR TRIAL
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You’ll continue to Stripe Checkout to enter payment details. By starting a trial, you agree to the Terms & Conditions.
QuantScope
GET CONNECTED

Connect your brokerage

Choose your broker. We link securely — read-only by default.
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Credentials are stored in this browser for local use. Use paper or test credentials while testing.
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Checking linked brokerages…
Opening the secure broker portal…
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Loading available brokerages…
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Sign in to {{ oauthBroker.name }}
···
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QuantScope wants to access your {{ oauthBroker.name }} account
You'll be securely redirected to {{ oauthBroker.name }} to authorize. QuantScope receives a read-only token — stored encrypted on our servers, never in your browser.
QUANTSCOPE WILL BE ABLE TO
✓ View account balances & equity
✓ View positions & transaction history
✕ Place trades or move money
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This usually takes a few seconds.
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