Northwind Analytics
Portfolio return
$189,350
+3.8%
12-month total return versus baseline
Max drawdown
-6%
-33.3%
Current drawdown from the recent peak
Volatility
14%
-7.4%
Annualized price volatility over the last 90 days
Positive contributors
64%
+4.9%
Share of positions above benchmark
12-Month Portfolio Value
$0
↑+3.8%vs previous
Progress to target95%
Holdings allocation and performance mix for a diversified investor portfolioNVDA32.4%MSFT20.1%SLB18.7%JPM12.9%UNH11.9%Total Value$17K+$22
NVDA32.4%
$5.5K+10.90%
MSFT20.1%
$3.4K+4.80%
SLB18.7%
$3.2K-2.90%
JPM12.9%
$2.2K+2.00%
UNH11.9%
$2K-1.00%
COST4.0%
$675+6.10%
Portfolio allocation chart
SymbolNameValueAllocationChange
NVDANVIDIA551532.44%10.90%
MSFTMicrosoft342220.13%4.80%
SLBSchlumberger317118.65%-2.90%
JPMJPMorgan Chase218612.86%2.00%
UNHUnitedHealth203111.95%-1.00%
COSTCostco6753.97%6.10%
Northwind portfolio
S&P 500
Northwind portfolio
Live account
050100AprilJulyOctober2026
S&P 500
Market benchmark
050100AprilJulyOctober2026

Comparative chart data

Northwind portfolio

  • 2025-03-01: 100
  • 2025-04-01: 103
  • 2025-05-01: 106
  • 2025-06-01: 108
  • 2025-07-01: 111
  • 2025-08-01: 114
  • 2025-09-01: 113
  • 2025-10-01: 116
  • 2025-11-01: 118
  • 2025-12-01: 121
  • 2026-01-01: 123
  • 2026-02-01: 126

S&P 500

  • 2025-03-01: 100
  • 2025-04-01: 101
  • 2025-05-01: 104
  • 2025-06-01: 105
  • 2025-07-01: 107
  • 2025-08-01: 110
  • 2025-09-01: 109
  • 2025-10-01: 112
  • 2025-11-01: 114
  • 2025-12-01: 117
  • 2026-01-01: 118
  • 2026-02-01: 120
Sector Allocation
Sector allocation shows where capital is concentrated and which exposures are driving returns.
Monthly Performance Comparison
Monthly performance contributions compared with the market index for the last year.
Recent winners and laggards in the live portfolio
Holding 1W 1M 12M Impact
NVIDIA +2.1% +8.9% +34.7% Top contributor
Microsoft +1.6% +5.1% +22.4% Top contributor
UnitedHealth +0.4% -1.3% +7.8% Mixed
Costco +0.9% +3.4% +18.2% Steady gains
Schlumberger -1.1% -4.2% +11.5% Recent laggard

What the Dashboard Explains

Risk data should be easy to read, not easy to ignore.

shield-alert

Drawdown

Measures the largest peak-to-trough decline in the last 12 months so investors can see how much pain the portfolio absorbed during stress periods.

wave-square

Volatility

Tracks how much the portfolio tends to move compared with its own history and a benchmark. Higher volatility means a wider range of outcomes.

pie-chart

Diversification

Summarizes diversification across sectors and holdings so concentration risk is visible before it becomes a problem.

layers-3

Attribution

Shows whether recent gains came from a few names or broad participation, helping you understand what is actually driving returns.

trending-up

Rebalancing signals

Flags positions that have drifted too far from target exposure or now account for too much of the portfolio.

book-open

Plain-language insight

Explains every metric in plain language, so the dashboard is useful even when the data gets complex.

Pricing

Transparent Pricing for Every Portfolio

Compare features and choose the level of insight you need.

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Features
Starter
$0
For investors tracking a single portfolio with weekly updates.
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Pro
$29
For active investors who want live insight and comparison tools.
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Investor Plus
$79
For advisors and power users who need deeper reporting and onboarding.
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Core analytics
Live portfolio charts
Benchmark comparisons
Sector allocation view
Risk metrics and drawdownBasicAdvancedAdvanced
Attribution and holdings drill-down
Updates and support
Daily refresh
Weekly refresh
Custom watchlists
CSV export
Priority support

Why Investors Trust Northwind

Independent investors use Northwind to understand performance without digging through spreadsheets.

Northwind made it obvious that my returns were coming from a handful of tech positions. The attribution view changed how I rebalance.

Alyssa M.
Alyssa M.
Long-term investor, Self-managed investor

The benchmark comparison is incredibly clear. I can see when I am outperforming for the right reasons and when I am just taking more risk.

Daniel K.
Daniel K.
Independent trader, Portfolio builder

The risk metrics are explained in plain English, which helps me make faster decisions without losing confidence in the numbers.

Priya S.
Priya S.
Self-directed investor, Retirement planner
Northwind dashboard showing live portfolio value and risk cards

Live portfolio performance

Live performance updates with a calm, dense workspace that keeps the important numbers visible at a glance.
Demo request

Start with a Live Demo

The fastest way to see whether Northwind fits your workflow.

Features
Self-serve pricing
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Best for evaluation
Live portfolio review
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Personalized walkthrough
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Q&A with an expert
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