The book, in one room.

Live mark-to-market, factor exposures, and concentration alerts — all driven by the same providers as the rest of Finsyt.

Market value

$0.00

Cost basis

$0.00

Unrealised P&L

$0.00

+0.00%

Today's change

$0.00

+0.00%

Positions

Top 5 = 0.0%

Factor risk · SPY252d lookback

Add positions with price history to compute Sharpe, beta, and VaR.

Sector exposureBy market value

Add positions to see your sector mix.

Concentration

Add positions to surface concentration risk.

0 positions · live markedLoading…

Symbol	Shares	Avg Cost	Last	Mkt Value	Unrealised P&L	Weight	Sector
Sign in to a workspace to track positions.

OptimizerMean-variance · daily closes · 252d lookback

Universe

Add at least two tickers, or pull in your current holdings.

Objective

Lookback (days)

Max weight / name (%)

Risk-free rate (%)

Long only

Saved optimizations

No saved optimizations yet. Build one above and hit Save.