Performance metrics for public securities or cryptocurrencies. Streaming quotes, daily change, price return, total return, and most importantly, annualized total return.
Bench automatically pulls in splits and dividends, factoring both into your cost basis and your total return.
Shows all your portfolios and positions on one page giving you a holistic view of all your investments as well as consolidated performance metrics.
Not everything has a ticker. Track private investments and funds with no quote using your own dated valuations, with capital in and out recorded so total and annualized returns work just like the rest.
Move shares between portfolios and they take their original cost basis and cashflow dates with them, so the receiving portfolio measures the shares' whole life and your consolidated history doesn't change.
Scrap your home-grown spreadsheet. Data correctness is our bread and butter and we're committed to getting it right.
Benchmarking
Easily compare the performance of your positions against other securities