PORTFOLIO INTELLIGENCE · RISK ANALYTICS

Every account.
One clear picture.

Your investments, across supported brokers. See what you earned, separate gains from deposits, and understand where your risk sits.

Private beta · No card to request access
Illustrative portfolio6 accounts, one view
$1,284,930

Sample one-year return: +18.4%. S&P 500: +13.7%.

An interactive sample chart appears here when JavaScript is available.

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EXPLORE SUPPORTED CONNECTIONS
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Your portfolio. At your desk. On the go.

Real captures of QuantScope using sample accounts. See your portfolio overview on desktop and review performance on your phone.

The QuantScope Overview on a laptop: total balance, day change, total return and risk level across every connected account.
QuantScope Focus on a phone, showing sample account performance and holdings.
INTERACTIVE PREVIEW

Explore the
complete picture.

Explore an illustrative portfolio, allocation and risk breakdown. These interactive examples use sample data; available analytics depend on your connected accounts and history.

Family portfolio Fidelity · Schwab · Coinbase
SAMPLE DATA
TOTAL VALUE
$1,284,930
TODAY P&L
+$4,182
VS. S&P 500 · 1Y
+4.7%
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Where the money actually is
Combined across six accounts at three brokers
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CONCENTRATION WATCH
Technology is the largest allocation.

Holding the same stocks at different brokers can make a portfolio more concentrated than it first appears. View combined exposure before deciding what to change.

Illustrative breakdown · 7 sectors · 148 positions
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Stress test · modelled drawdown
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MEASURED PROPERLY

Returns tell you
what happened.
Risk tells you how.

A deposit is not an investment gain. QuantScope uses available balance and transaction history to separate contributions from performance, with benchmarks and risk measures that help put the result in context.

MEASUREPORTFOLIO{{ lpBenchName }}WHY IT MATTERS
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From separate accounts to a clearer view.

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SECURITY

Your connections. Your control.

Choose which accounts to connect through SnapTrade or a supported direct integration. Stored credentials are encrypted. Review your connections and disconnect accounts in Settings.

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