Articles
Portfolio analysis, demystified.
Guides for retail investors who actually own 20+ positions across multiple brokerages. Written by David Cooper, founder of Prometra.
- Brokerage analysis·
How to Analyze Your Fidelity Portfolio in 2026 (Beyond Full View)
Fidelity's Full View aggregates your accounts and Guided Portfolio Summary breaks down asset allocation — but neither shows ETF lookthrough, factor exposure, concentration risk, or real after-tax return. Here's what's built in, what's missing, and how to close the gaps.
- Brokerage analysis·
Robinhood Portfolio Tracker With Cost Basis Across Accounts
Robinhood now lets you open up to 10 individual brokerage accounts plus IRAs plus Robinhood Strategies plus crypto — but the consolidated cost basis view to track lots, wash sales, and true performance across all of them doesn't exist inside the app. Here's what Robinhood's tools cover in 2026 and how to track your real portfolio across every account.
- Brokerage analysis·
Schwab Portfolio Analytics: What's Built-In and What's Missing
Schwab Portfolio Checkup, Portfolio Performance, and the thinkorswim suite cover trading and basic diversification — but stop short of ETF lookthrough, factor exposure, concentration metrics, and any view of accounts held outside Schwab. Here's what's there, what's not, and how to close the gaps in 2026.
- Brokerage analysis·
Vanguard Portfolio Analysis: What You Get and What You Don't
Vanguard's Portfolio Watch is one of the better retail portfolio analytics tools available — outside-account aggregation, real performance metrics, hypothetical testing. But the AI-driven analysis Vanguard built in 2025–2026 went to advisors only, transaction history is capped at 18 months, and the toolset is built for buy-and-hold investors, not active multi-broker ones. Here's the honest picture for 2026.
- Concept canon·
What Is Portfolio Concentration Risk? (HHI, Effective-N, and a Free Calculator)
A retail investor's guide to portfolio concentration risk — how to measure it with HHI and effective number of holdings, plus thresholds that actually matter.