FREE TOOLS · NO ACCOUNT NEEDED

Twenty-two instruments, free in your browser.

Explore a question below. Tools share the workstation’s calculation libraries; each names its own reference assumptions or historical data. Calculations run in your browser; account saves use Supabase.

Open the workstation
22 TOOLS · 57 ASSET CLASSES · RUNS IN YOUR BROWSER

Check my current portfolio →

Import holdings or start with a worked allocation. Review the matches before running.

Compare a possible change →

See how a different return changes your goal. Start with the ready-to-use example.

Test my retirement assumptions →

Explore uncertain paths, withdrawals and retirement length.

Markets & valuation

5

Portfolio construction

8
Issuer Exposure & Fund Overlap

Import manager holdings files, combine legal issuer exposures and identify missing data. Includes a ready-to-send data request and optional CSV template.

SUPPLIED HOLDINGS · LOCAL ANALYSIS→
Return Assumption Check

Keep your portfolio and test a different return. Compare purchasing power and the monthly saving needed to reach your goal, in five currencies.

FIVE CURRENCIES · SAVE COMPARISONS→
UK ETF Picker

Find researched investment candidates for a portfolio exposure. Compare benchmarks, currency hedges, charges and access evidence, with sources and unresolved differences shown alongside each fund.

UK · EXPOSURE, COSTS & ACCESS→
Portfolio Backtest

Backtest any mix of ETFs, index funds, mutual funds and asset classes against their real history. Free, no signup, no lookback cap, back to 1990 where the fund existed.

TO 1985 · NO CAP→
Portfolio Optimizer

Build your optimal portfolio across 57 asset classes. Set constraints, then pick your method from Max Sharpe, Min Variance, Risk Parity, HRP, or Black-Litterman.

5 METHODS · 57 ASSETS→
Bitcoin Portfolio Backtester

Backtest any portfolio with Bitcoin: see how adding 1-20% BTC to a 60/40 or three-fund portfolio would have performed since 2015. Real historical data with rebalancing.

REAL PRICES · SINCE 2015→
Factor Exposure Analyzer

Fama-French 6-factor regression for any ETF, asset class, or multi-asset portfolio. See market beta, size, value, momentum, and profitability factor loadings with alpha, R², and significance tests.

FAMA-FRENCH · 5 FACTORS→
Regulation 28 Calculator

Check a South African retirement fund's allocation against every Regulation 28 asset-class limit, plus the 45% offshore limit that exchange control sets separately. Every figure read from the gazette.

SOUTH AFRICA · GAZETTE FIGURES→

Retirement & withdrawal

5

The Bitcoin desk

4