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Portfolio Performance Report

Everything your money did.
Eight pages. Ten seconds.

Connect your brokerages or import your history, pick any set of portfolios — up to 50 or more — and get one plain‑English report covering your real return, risk, income, fees, and what actually drove the result.

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Stock Rover Portfolio Performance Report showing four portfolios combined: $1,074,669 total value, IRR, income, trailing returns and per-portfolio results

8 pagesof analysis in one scroll
50+portfolios combined or separate
Secondsto generate, any date range
PDFone click to share or file

Your return, two honest ways

Most tools give you one number and let you guess what it means. The report gives you both answers to the two questions investors actually ask — and explains the difference in plain English.

  • What did my money earn? Money‑weighted return (IRR) on your actual dollars — every trade, deposit, withdrawal and dividend counted.
  • How good are my picks? Time‑weighted return with cash‑flow timing removed — the correct basis for comparing against the S&P 500.
  • When the two disagree, the report tells you why, naming the exact trades and deposits that caused the gap.
What changed your balance: waterfall from start value through contributions, market appreciation and dividends to end value, plus IRR vs time-weighted return side by side

Four portfolios charted separately against the S&P 500 with a stacked value-over-time band

Every account. Any mix. One picture.

Taxable, IRA, 401(k), spouse’s accounts, the kids’ accounts — check any combination in the portfolio tree and the report rebuilds instantly, combined or portfolio‑by‑portfolio.

  • Link brokerages for automatic daily sync, or import a CSV with your trade history.
  • Five years of monthly returns in a heat map, with up‑capture and down‑capture vs the S&P 500.
  • Dividend‑adjusted performance vs any benchmark you choose.

Monthly returns heat map, up to five years, against S&P 500 with up-capture and down-capture

What you actually own — funds unpacked

The composition section expands every ETF and mutual fund into its underlying companies, then adds it all up. Concentration you can’t see in a brokerage statement becomes obvious.

  • True exposure per company — held directly plus held through your funds.
  • Sector, style‑box, and world‑region weights vs the S&P 500.
  • Concentration at a glance: largest position, top‑5 weight, effective number of holdings.
  • What you pay: every fund’s fee in dollars per year — and what those fees compound to over a decade.
Composition: asset allocation, sector weights vs S&P 500, style box, world regions, concentration tiles and true exposure with funds unpacked

Contributors and detractors in dollars including sold positions, and risk vs S&P 500: volatility, beta, max drawdown, Sharpe and Sortino with a drawdown chart

What drove it — and what it cost in risk

Dollar‑based contributors and detractors, including positions you sold mid‑period. Then the risk you took to get there, measured from your portfolio’s actual daily values.

  • “KO produced $13,350 of this period’s gain. TSLA cost you $23,595.” — that level of specific.
  • Volatility, beta, max drawdown, Sharpe and Sortino — each shown against the S&P 500.
  • Your three worst declines with peak, trough, and how many days each took to recover.

Income you can plan around

Dividends received this period, projected income for the next twelve months at announced rates, and the actual payment calendar — ticker by ticker, month by month.

  • Next payments with dates and estimated amounts.
  • Projected income by month, so you can see your biggest income months coming.
  • An automated Checkup flags what deserves attention — concentration, fund fees, idle cash — and links to the tool that fixes it.
Income section: dividends received, annualized yield, projected next twelve months with payment calendar, and the automated Checkup

“Over this period the portfolio returned +4.1% on your actual money, versus +12.7% for S&P 500. Dividend Income carried the result… Time‑weighted returns ranged from +17.0% (Warren Buffett Picks) to –12.4% (Cathie Wood Innovation).”

The report narrates itself — sentences like these are generated from your numbers, on every page.

How it compares

Plenty of tools track portfolios. Very few produce a report that measures your real return, unpacks your funds, prices your fees, and explains itself in plain English.

Capability Stock Rover Empower Sharesight Morningstar Koyfin
Trade‑history performance report (IRR & TWR) ✓ Partial ✓ ✗ ✗
Fund look‑through (true exposure) ✓ Partial ✗ ✓ ✗
Fee audit in dollars, with 10‑year cost ✓ ✓ ✗ Partial ✗
Dividend calendar & 12‑month projection ✓ ✗ Partial ✗ Partial
Up/down capture, Sharpe, Sortino, drawdowns ✓ ✗ ✗ Partial Partial
Plain‑English narration of your results ✓ ✗ ✗ ✗ ✗
Deep stock research in the same tool ✓ ✗ ✗ ✓ ✓
No wealth‑management sales calls ✓ ✗ ✓ ✓ ✓

Comparison reflects publicly documented features as of August 2026. See our Why Stock Rover page for the full story.

See your own portfolio this clearly

Link a brokerage or import your history — your first Portfolio Performance Report is minutes away.

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Screens shown use a demonstration account with illustrative portfolios; figures update with live market data and are not investment advice or a promise of performance. The Portfolio Performance Report is available in the Stock Rover trial — see plan comparison for details.

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