Portfolio return
15%
+32.1%
12 months ending today
See your portfolio clearly, every day
Northwind Analytics gives independent investors live performance, risk context, and market comparisons in one calm, precise dashboard.
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Live performance monitoring
Track total return, cash drag, and benchmark spread with continuously refreshed charts that make it easy to spot momentum or drift.
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Risk analysis and alerting
Monitor volatility, drawdown, concentration, and exposure thresholds so you can act before one position reshapes the whole portfolio.
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Sector and holdings breakdowns
See allocation by sector, asset class, and holding with clean proportion views that reveal where your capital is actually at work.
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Market comparison tools
Compare your portfolio against major indexes, sector ETFs, and custom peers to understand where returns are coming from.
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Plain-language insights
Each chart is paired with short, direct explanations that translate metrics into decisions without reducing the detail.
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Custom views and saved dashboards
Build a desktop-friendly workspace for your watchlists, benchmark mix, and risk limits, then reopen the same view anytime.
AAPL25.2%
$18K+33.70%
MSFT24.4%
$18K+9.70%
V17.3%
$12K+8.70%
XOM13.6%
$9.8K+15.60%
JNJ12.0%
$8.7K+5.80%
CASH7.5%
$5.4K+0.00%
| Symbol | Name | Value | Allocation | Change |
|---|---|---|---|---|
| AAPL | Apple Inc. | 18200 | 25.24% | 33.70% |
| MSFT | Microsoft Corp. | 17600 | 24.41% | 9.70% |
| V | Visa Inc. | 12450 | 17.27% | 8.70% |
| XOM | Exxon Mobil | 9800 | 13.59% | 15.60% |
| JNJ | Johnson & Johnson | 8650 | 12.00% | 5.80% |
| CASH | Cash & equivalents | 5400 | 7.49% | 0.00% |
Benchmark spread
2 pts
+64.3%
vs. blended market benchmark
Max drawdown
8%
-10.2%
Trailing 12-month peak-to-trough
Volatility
12%
-6.5%
Annualized rolling 90-day
Northwind portfolio
S&P 500
Northwind portfolio
Live model portfolio
S&P 500
Reference benchmark
Comparative chart data
Northwind portfolio
- 2025-01-01: 2.1
- 2025-02-01: 3
- 2025-03-01: 4.4
- 2025-04-01: 6.2
- 2025-05-01: 7.8
- 2025-06-01: 9.5
- 2025-07-01: 11.7
- 2025-08-01: 14.8
S&P 500
- 2025-01-01: 1.8
- 2025-02-01: 2.4
- 2025-03-01: 3.5
- 2025-04-01: 5
- 2025-05-01: 6.1
- 2025-06-01: 7.2
- 2025-07-01: 9
- 2025-08-01: 12.1
Northwind surfaces portfolio risk in plain language. See volatility, drawdown, concentration, and correlation together so you can decide whether the portfolio is resilient or simply performing well by chance.
Product detail
Built for people who want the why, not just the what
Every chart is paired with an explanation, so the numbers stay useful whether you are checking a position or reviewing the whole portfolio.
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Real-time alerts
Get notified when a holding crosses your price band, a sector limit is breached, or a benchmark gap widens beyond your tolerance.
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Saved dashboard views
Pin custom layouts for retirement, dividend, or tactical accounts and reopen them instantly on desktop or mobile.
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Clear market context
Understand whether gains are driven by stock selection, sector exposure, or broad market movement before you make your next trade.
Pricing that scales with how closely you track your portfolio
Every plan includes live charts, risk metrics, market comparisons, saved views, and a 14-day free trial.
Starter
For investors who want a reliable daily snapshot of performance and risk.
$19 /month
- 1 portfolio
- Live performance dashboard
- Sector allocation and holdings view
- Weekly benchmark comparison
- Email support
- Mobile-friendly reading experience
Popular
Investor
For active self-directed investors who want deeper analysis and custom views.
$49 /month
- Up to 5 portfolios
- Risk alerts and drawdown tracking
- Saved dashboards and watchlists
- Advanced market comparisons
- Sector and factor drilldowns
- Priority support
Pro
For families and serious allocators who manage multiple accounts and scenarios.
$99 /month
- Unlimited portfolios
- Custom benchmark sets
- Household reporting
- Exportable analysis notes
- Team sharing for advisors and partners
- Dedicated onboarding
Ready to see your portfolio with more clarity?
Start a free trial to explore live performance and risk tracking, or request a demo for a guided tour of the platform.