Portfolio value
$528,600
+8.9%
Live portfolio intelligence for independent investors
See exactly how your portfolio is performing and why.
Northwind Analytics turns raw market data into a calm, plain-language dashboard with live performance charts, risk metrics, sector allocation, and market comparisons.
12-month return
14%
+16.1%
Annualized volatility
14%
-6.7%
Max drawdown
9%
-10.2%
Chart data
- 2025-01-01: 100
- 2025-02-01: 101
- 2025-03-01: 103
- 2025-04-01: 106
- 2025-05-01: 109
- 2025-06-01: 111
- 2025-07-01: 110
- 2025-08-01: 114
- 2025-09-01: 112
- 2025-10-01: 117
- 2025-11-01: 121
- 2025-12-01: 124
Annotations
- point: Reinvestment effect - Dividend reinvestment lifted performance without adding new capital
- range: De-risking window - Risk controls reduced exposure ahead of the September pullback
VTI36.6%
$186K+9.58%
BND23.5%
$120K-2.63%
SCHD16.4%
$83K+7.84%
VXUS14.6%
$74K+7.65%
GLD8.9%
$45K+8.40%
| Symbol | Name | Value | Allocation | Change |
|---|---|---|---|---|
| VTI | Vanguard Total Stock Market ETF | 186400 | 36.62% | 9.58% |
| BND | Vanguard Total Bond Market ETF | 119800 | 23.54% | -2.63% |
| SCHD | Schwab US Dividend Equity ETF | 83400 | 16.39% | 7.84% |
| VXUS | Vanguard Total International Stock ETF | 74200 | 14.58% | 7.65% |
| GLD | SPDR Gold Shares | 45200 | 8.88% | 8.40% |
Portfolio beta
0
↓-93.4%vs previous
Progress to target8%
Focused on the metrics that actually matter
Built for investors who want the clarity of a professional research desk without the complexity.
Live performance tracking
Follow account value, return, and contribution impact in near real time so you can see what changed today, this week, and since inception.
Risk metrics explained
Understand volatility, beta, drawdown, and concentration with straightforward labels and context instead of opaque model outputs.
Market and sector comparisons
Measure your holdings against major indexes and sector benchmarks to spot overexposure, missed diversification, and relative strength.
What independent investors say
A calm dashboard and sharper risk context make it easier to stay invested with confidence.
Northwind showed me I was taking more tech concentration risk than I realized. The sector view and benchmark comparison made it easy to rebalance with purpose.
Maya R.
Long-term portfolio owner at Self-directed investor
The performance chart and drawdown history finally gave me a clean read on whether my returns were actually strong or just volatile. It feels like a research-grade dashboard made for people like me.
Daniel K.
DIY investor at Independent investor
Pricing built for individual investors
Start with a free trial, then choose the level of detail and automation that matches your portfolio.
Starter
For investors who want a clear snapshot of performance and risk.
$0 /month
- 1 portfolio
- Daily performance updates
- Core risk metrics
- Sector allocation overview
Popular
Pro
For active investors who compare multiple accounts and benchmarks.
$24 /month
- Up to 5 portfolios
- Intraday refreshes
- Benchmark and sector comparisons
- Exportable reports
Advisor
For households or power users who want deeper analysis and priority support.
$79 /month
- Unlimited portfolios
- Advanced risk overlays
- Custom watchlists
- Priority onboarding
Start a free trial and see your portfolio in context
No credit card required. Compare performance, risk, and allocation in one dashboard within minutes.