How it works
CSV in, attribution report out.
Upload
Export your holdings from any supported brokerage. Drop the CSV.
Analyze
Brinson-Fachler attribution runs against your chosen benchmark. AI writes the narrative.
Download
Get a typeset PDF with charts, tables, and a plain-language explanation of your results.
What you get
Institutional analytics, retail pricing.
Attribution Analysis
Decomposes your portfolio return into sector allocation and stock selection effects. See which bets paid off and which dragged performance — quantified, not guessed.
AI Narrative
A language model reads your attribution data and writes a clear, jargon-appropriate explanation of what happened in your portfolio. Your positions, your numbers.
PDF Reports
Produces a typeset, presentation-ready PDF with charts, tables, and narrative. Designed to look like something a $50K/yr platform would generate.
Ready to see your attribution?
One free report. No credit card required.