How are your investments doing?

SharpeShare is a portfolio tracker that shows how your investments are really doing, not just their balance. See your performance against the market, your risk, and your diversification.

7-day free trial, then $9/month.

Straight from your broker. Read-only. Never a recommendation.

Are you beating the market?

Compare your performance with the S&P 500 using time-weighted return, which removes the effect of money you move in and out.

Demo Portfolio · PerformanceOpen

Time-Weighted Return

Demo Portfolio performance — not investment advice.

Key figures vs the S&P 500

Annualized growth 
Portfolio
+13.7%
S&P 500
+16.8%
Largest decline 
Portfolio
11.0%
S&P 500
18.8%
Risk-adjusted return 
Portfolio
1.34
S&P 500
1.03
Downside risk-adjusted return 
Portfolio
1.99
S&P 500
1.53

What's moving your portfolio?

See today's change at a glance and which holdings moved your portfolio most.

Demo Portfolio — not investment advice.

How diversified is your portfolio?

The Portfolio Explorer groups your holdings by sector, so you can see how much of your portfolio sits in each one.

Demo Portfolio allocation — not investment advice.

What's driving your risk?

Returns are half the picture. How much risk are you taking for them? The Portfolio Risk Map shows each holding's contribution to estimated risk and return.

Demo Portfolio · RiskOpen

Portfolio risk-return map

Bubble size: Portfolio weight Color: Sector

Demo Portfolio risk map — not investment advice.

Secure, read-only, and private by default.

Connects to major US brokerages through Plaid.

  • Fidelity
  • Charles Schwab
  • Vanguard
  • Robinhood
  • E*TRADE
  • Interactive Brokers
  • Merrill
  • Webull

Over 3,200 US institutions supported through Plaid.

How it works

  1. Connect your broker

    Securely link your brokerage account through Plaid — read-only.

  2. See how your portfolio is doing

    SharpeShare turns your holdings and history into performance, allocation, and risk analysis — automatically.

  3. Understand what's driving your results

    Use what you learn to make better-informed decisions — not just watch whether the number went up.

Ready to try it on your own portfolio?

Connect your broker to see what you own, how you're performing, and what's driving your risk — all in one place.

7-day free trial, then $9/month.

Straight from your broker. Read-only. Never a recommendation.