Features

Connect your broker, track broker-verified portfolio performance, compare against benchmarks, and share a clean public dashboard without maintaining a spreadsheet.

Step 1

Connect your brokerage account

Link your brokerage account so SharpeShare can use connected account activity instead of screenshots, CSV uploads, or manually maintained spreadsheets.

Step 2

Build broker-verified performance

SharpeShare turns brokerage activity into a broker-sourced performance record that is more trustworthy than manually entered results or screenshots.

Step 3

Calculate time-weighted returns

SharpeShare focuses on portfolio performance over time, helping separate investment performance from deposits, withdrawals, and account size changes.

Step 4

Track risk and return metrics

See returns, maximum drawdown, benchmark comparison, and other performance metrics together so results are easier to evaluate in context.

Step 5

Visualize performance beautifully

Review clean charts and portfolio summaries designed for understanding performance quickly, not digging through raw brokerage screens.

Step 6

Share a public portfolio dashboard

Create a public view of your portfolio performance that is easier to share than screenshots and more complete than a single return number.

See the workflow with real data.

Open the live demo portfolio to see how connected brokerage activity becomes a clean performance dashboard with metrics, charts, benchmark comparison, and sharing.