Portfolio Benchmarker

Should you keep stock picking, or just DCA into an index fund? Upload your trade history and find out.

Trades never leave your browserNothing stored or loggedData from Yahoo Finance

Drop your trades files here

or click to browse · up to 10 files at once

CSV or PDF. Columns are detected automatically. Some brokers only export 1 year at a time, so feel free to upload several years together.

No CSV?

Works with the most popular brokers

RobinhoodFidelitySchwabTrading 212FreetradeRevolutIBKR+ more

How it works

  1. 1Upload a CSV of your trades. Any format, any column names. Columns are detected automatically.
  2. 2For every dollar you invested, we simulate what it would have returned in SPY, QQQ, and VTI on that exact same date.
  3. 3See a side-by-side comparison of your actual portfolio vs. the shadow index portfolios over time.
  4. 4Get a verdict. Spoiler: most people would've been better off buying SPY and forgetting about it.

Example formats

Any layout works. Here are a few that get detected automatically:

Symbol,Qty,Date,Price
AAPL,10,2022-03-15,158.52
MSFT,5,2022-06-01,271.00
Stock,Shares,Purchase Date,Cost/Share
NVDA,8,Jan 10 2023,$143.21
GOOG,3,Feb 28 2023,$95.10

Example output

Here's what you'll get

Upload your trades to see your real numbers.

💪

Solid. You edged SPY by 18.4%.

Respectable picking. Now do it for the next 10 years and we'll talk.

Your portfolio

+52.3%

+14.2% / yr

$31,400 value

SPY

+33.9%

+9.8% / yr

benchmark

QQQ

+48.1%

+13.4% / yr

benchmark

VTI

+31.2%

+9.1% / yr

benchmark

Annualized: You earned +14.2% / yr vs SPY's +9.8% / yr, putting you +4.4% / yr ahead of SPY.

P&L: +$7,400Period: Jan 2022 → May 2025

Performance over time

Each index line shows what the same dollars would have returned.

$ Value% Return
1M3M6M1Y3Y5YALL
Your portfolio
SPY
QQQ
VTI