
PortfolioAnalyzer
Analyze Risk! Invest Smarter!
About
What's New in PortfolioAnalyzer
2.0
August 18, 2026
Version 2.0 adds several improvements to PortfolioAnalyzer for clearer and more consistent portfolio analysis. • New volume analysis: Price × Quantity is shown for the selected securities over the chosen period. When several securities are selected, the chart displays the sum of their position values. • Corrected drawdown: Drawdown is now calculated relative to the previously reached peak of the cash-flow-adjusted performance. • Improved annualised return: Annualisation is now calculated geometrically from the total return and the actual time span between portfolio data points. • Reference Comparison instead of Benchmark: The 0% line serves only as a neutral reference and does not represent an external market index. • Favourite security selection: A preferred selection can be stored permanently and restored at any time, even after analysing other securities in between. • Displays, legends and help texts have also been revised, together with general improvements to usability and consistency.
More







