Private portfolio analytics
Every portfolio has a worst stretch.Most investors never measure it.
Drawdown, risk-adjusted return, and correlation from your own trade history — computed entirely in your browser. No account, no upload, no fee.
$0
To use. No paid tier to graduate to.
0
Servers that receive your trade history.
100%
Of the analysis runs on your device.
What we build
The measurements that decide whether a portfolio was any good.
Return alone tells you almost nothing. These are the figures a desk runs before judging a track record, and no individual investor should need a subscription to see them.
- Maximum drawdown
- The deepest fall from a peak your portfolio has taken, and how long it took to recover.
- Risk-adjusted return
- An annualized Sharpe ratio against a risk-free rate you choose, so a good year is judged against what it cost in volatility.
- Correlation
- How closely your holdings move together — where concentration hides in a portfolio that looks diversified.
- Positions and value
- Cost basis, weight, and profit per holding, plus market value at every close since your first trade.
How it works
Three steps, none of them an account.
- 01
Import your trades
Drop in a CSV with date, ticker, quantity, and price. Rows that cannot be read are reported by line number, not dropped silently.
- 02
Add your own price key
Paste a free Alpha Vantage key. Your browser fetches closes directly and caches them, so repeat visits cost no requests.
- 03
Read the analysis
Drawdown, Sharpe, volatility, and correlation, computed from the trades and prices already on your device.
Privacy
We cannot leak what we never receive.
Most portfolio tools ask you to link a brokerage account, then hold that data indefinitely. Veluma has no servers to hold it on.
- Where your trades live
- In IndexedDB, inside your browser profile. Clearing site data deletes them permanently.
- What leaves your device
- One request per ticker for closing prices. It carries a symbol and nothing about your position in it.
- What we are not claiming
- Browser storage is not encrypted. Anyone who can use your computer profile can read it.
Our mission
Why this is free.
A company giving this away free would eventually need to make money from it, and the only asset here worth selling is the portfolio data. Removing the profit motive is the only durable way to promise the data stays where it is.
Financial self-assessment should not require surrendering your financial life to a vendor.
Bring your trade history. Keep it.
The tool opens into an empty ledger. Nothing to sign up for, nothing to install.