Folionomiq

The complete measurement of one portfolio in a single call: how many independent bets it holds, which holding carries risk out of line with its money, the companies owned through its funds, what past crises did to it and how long it took to come back, and the numbered report. Use it when the reader asks broadly about a portfolio; for one question the narrower tools

Two to eight separate portfolios measured over one shared window of price history: growth, volatility, worst fall, and how each moved against the others. Use it for separate portfolios; for a before-and-after of one portfolio, test_a_change. Give each portfolio a short label so the answer can refer to it; base sets the one currency all are measured in (default USD).

Any change to one portfolio, measured before it is made: the current and the proposed holdings side by side on the same price history (structure, risk, worst falls, and what the change adds or removes). For a single new holding, check_before_you_buy says more; for one holding at every weight, sweep_holding. current and proposed are the two sets of holdings; start an

Finds the ticker when the reader gives a name, part of a ticker or an ISIN (for example 'Vanguard total world' gives VT), with the exchange each listing trades on. Use it first when a ticker is uncertain; for a list of tickers already written down, validate_symbols. base, when given, puts the listings in that currency first. Listings nobody here has checked are mark

Checks a list of tickers before a measurement: which have usable price history, which do not, and the closest listing where a symbol is ambiguous. Use it when the tickers are already written down; when only a name is known, search_symbols. base puts the listing in that currency first where a symbol trades in several (default USD). It measures nothing.

How many independent bets a portfolio's holdings add up to, from how their prices moved together rather than how many tickers there are, and each holding's share of the risk beside its share of the money, over the full record and over recent years. Use it for 'am I diversified?' or 'which holding carries the risk?'; measure_portfolio includes this with look-through

The companies a portfolio owns through its funds, added up across funds: the largest names with their share of the whole portfolio, names reached through more than one fund, and sectors. Use it for 'what do I really own?'; for the full measurement use measure_portfolio, for one fund alone asset_info. Give holdings as money amounts to get each company in money; base

Only past crises for one portfolio: 2008, 2020, 2022 and others inside its price history, with the fall, the worst day and the days it took to come back. Use it for 'what did crashes do to this?'; for the whole record use return_history. Give amounts to get each fall in money, in the base currency (default USD). Crises before a holding existed are named as not teste

The written report on one portfolio, with every figure numbered F1, F2... beside the method and the window behind it. For a reader who wants something to quote or keep; measure_portfolio returns this same report together with structure, look-through and crises. Amounts make the report speak in money, in the base currency (default USD). The window starts when

How one portfolio's daily moves line up with four common patterns (the market, small versus large companies, value versus growth, momentum): each sensitivity, whether it is distinguishable from zero, and how much of the movement the four explain together. Use it for 'what style am I really exposed to?'; for how many independent bets there are, portfolio_structure. H

For a portfolio held in one currency but priced partly in others: how much of it is outside the base currency, and what exchange-rate moves added to its growth, volatility and worst fall compared with the same holdings currency-hedged. Use it only when some holdings are priced in another currency than the holder's; for a portfolio entirely in one currency it has not

One portfolio read along three separate questions: what its risk is built from (concentration), how it behaved when markets broke (resilience), and what it returned for the risk taken (efficiency), each with its own figures. Use it when the reader asks whether something is off in how the portfolio is built; for the full measurement use measure_portfolio. Holdings as

One holding already in the portfolio, measured at every weight from none to all, with the rest of the money shared out in proportion: volatility, the holding's share of the risk and the number of independent bets at each point. Use it for 'how much of this is enough to change anything?'; for one specific change use test_a_change, for a holding not yet owned check_be

Starts from a loss the reader names and finds the least extreme combination of market moves that would produce it on this portfolio, beside the worst each of those moves actually did in the record. Use it for 'what would it take to lose that much?'; for what past crises actually did use past_crises. loss is a fraction (0.25 is a quarter); base sets the currency (def

What one portfolio returned over its record: growth per year, before and after inflation, best and worst months and years, the range of any 12 months in a row, returns by month and year, and how far the weights drift between rebalances. Use it for 'how did this do?'; for crises only use past_crises, for money put in every month monthly_plan. Base sets the currency t

Three or four plain-language sentences about one portfolio (what its risk is built from and its worst historical fall), each with the window it rests on. Use it for the shortest answer, or for a reader new to investing; every figure is in measure_portfolio. Amounts make the fall come out in money, in the base currency (default USD). No tables and no numbered report.

The latest daily close for each ticker, in the base currency and in its own, with the date. Use it to turn a number of shares into an amount before a measurement; for the history and figures of one asset use asset_info. base sets the currency of the converted price (default USD). One figure per ticker; no price history is returned.

One fund or share on its own, without a portfolio: name, type, exchange, yearly cost when the issuer publishes it, measured return, volatility and worst fall, and for a fund its largest holdings and sectors. Use it before deciding whether a ticker belongs in a measurement; for only today's price use last_price, for what a whole portfolio owns through its funds use l

Replays the same amount bought on the first trading day of every month, on one portfolio's own daily history with dividends reinvested: what it became against what was put in, the day it stood furthest below the money put in so far, and the longest stretch below it; then the same plan from every January the record allows, because the start year is luck. Use it for '

Whether re-optimising an allocation would have helped: fit on the years before each date, hold on prices it had not seen, repeat, and compare that record with the portfolio actually held and with equal weights. Use it only when the reader asks whether an optimiser would have beaten what they hold; it is not for choosing weights. tickers are the candidates (2 to 30);

Before adding one new holding to an existing portfolio: how much of it is already owned through the current funds (from the fund's SEC filing when there is one), whether it adds an independent bet, and what past crises would have done with it included. Use it for one addition; for removing, reweighting or several changes at once, test_a_change. add is the ticker con

Replays a yearly withdrawal, raised with real inflation, from every start month the portfolio's history allows: how many starts lasted the full span, how many ran out and when, the lowest point from the worst start, and the highest yearly rate that ran out from no start. Use it for 'can I live off this?'; for money put in every month instead, monthly_plan. amount is