Free Performance Report

FreePerformanceReport offers individual investors the same advanced portfolio performance and risk metrics that large brokerages use – with a FREE basic membership.

This unique and flexible system offers a clean, intuitive interface and advanced reporting features.

Sample report pages:
Click an image to enlarge.
Asset allocations:
Growth of a dollar:
Returns v. Standard Deviation:

Free Membership Features include:

  • Generate comprehensive, professional performance reports delivered directly to your email.
  • Easy to use data entry interface.
  • Calculate returns and risk statistics for any date range.
  • Compare your performance to comparison indices.
  • Maintain up to 3 accounts for free.

Premium Features include:

  • All the features listed above.
  • Create interactive performance reports directly in your browser.
  • Sum stand-alone accounts into composite portfolios.
  • Sum asset classes into aggregations.
  • Enhanced data entry features.
  • Enhanced reporting features.
  • Maintain up to 15 accounts and composites.

Click here to sign up now.
You can also read this tutorial to learn more about how the system works.
Click here for details about how the system calculates performance.

Or, visit our FAQ.