Most tools available tend to ignore tax lot, cash drag, flexible strategy input or regime analysis. So I decided to ship my own in Rust (backend, NextJS UI) and worked on it over the last few months.
Having worked in the back office of a hedge fund, I have an understanding of how pnl and performance measures are computed. Honestly, it would've been shorter if I have prioritised better. For now, it supports tactical portfolio (fixed allocation) and planning to support more (flexible strategy and more complicated rules).
Key features: - Regime Awareness - Head-to-Head Portfolio Comparison - FIFO tax lot accounting - ETF and Crypto support - Automated daily valuation
Beta, free for now. Feel free to provide feedback: 1. Do you find this useful? 2. Whats missing in this that would make you use this more? 3. Would you pay for a tool like this?