Institutional Factor Analysis for Individual Investors

Professional portfolio risk analysis at a retail price. Measure exposures, relative risk, and performance drivers in one place.

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Account Summary

Risk Summary

2-Factor Attribution

Active Share

Sector Weights Portfolio vs Benchmark

Sector	Port.	Bench.	Active
Info Tech	34.8%	31.2%	+3.6%
Financials	14.2%	12.8%	+1.4%
Health Care	10.7%	12.4%	-1.7%
Energy	4.4%	3.1%	+1.3%
Industrials	9.6%	8.7%	+0.9%
Consumer Disc.	8.1%	9.0%	-0.9%
Comm Services	7.4%	8.2%	-0.8%
Total Active Share	35.8%

Active Share Trend 1Y

Jan Apr Jul Oct Dec

7-factor equity model >92% explanatory power

3-layer attribution Factor, sector, and stock analysis

Continuous portfolio monitoring Benchmark-relative risk over time

Why Investors Choose FactorLens

See your biggest hidden bets Identify factor, sector, and stock exposures driving performance.

Build portfolios with more intent Compare ideas against your benchmark before you trade.

Track risk as markets shift Spot changing exposures, crowding, and concentration early.

Measure skill, not just returns Use attribution, tracking error, and information ratio to evaluate decisions.

How It Works

Connect your portfolio once and continuously monitor benchmark-relative risk

01 Connect your portfolio

Link your account to automatically sync holdings.

02 Monitor against your benchmark

Track factor, sector, and stock-level active exposures as positions and markets change.

03 Act with more clarity

Use attribution and risk metrics to guide rebalancing and new trades.

See FactorLens in Action

See exactly where active return is coming from

2-Factor Attribution Allocation + Selection

Sector	Total Effect	Selection	Allocation
Information Technology+	+0.72	+0.58	+0.14
NVDA	+0.29	+0.23	+0.06
MSFT	+0.21	+0.18	+0.03
Financials+	+0.31	+0.18	+0.13
JPM	+0.14	+0.09	+0.05
Health Care+	-0.44	-0.37	-0.07
UNH	-0.17	-0.14	-0.03
Consumer Discretionary+	-0.26	-0.19	-0.07

Monitor benchmark-relative risk before it surprises you

Tracking Error 1Y

Tracking Error 4.2%

Active Share 35.8%

Information Ratio 0.63

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Choose Your Plan

Start free, upgrade when you're ready. No suprises.

Free

Explore the dashboard and understand the workflow before committing.

$0/month

Get Started

Preview active share, tracking error, and exposure analytics with sample data
Review attribution views in demo mode before committing to a workflow
Explore the full interface without connecting an account
No saved portfolios or ongoing monitoring

Investor

Individual investors who want benchmark-relative portfolio analysis for one portfolio.

$29/month

Get Investor

Full active share, tracking error, and benchmark-relative analysis for one portfolio
Factor, sector, and stock exposure views with attribution detail
Manual uploads and refresh-based updates for one saved portfolio

Professional

Active investors, advisors, and smaller teams who want continuous monitoring.

$79/month

Get Professional

Connected sync and continuous monitoring for active investment workflows
Full exposure, attribution, active share, and tracking error analysis
Built for teams or advisors managing ongoing portfolio oversight

Frequently Asked Questions

Do I need to connect a brokerage account?

No. You can explore the demo without connecting an account, and paid plans can support manual uploads as well.

Can I upload holdings manually?

Yes. Starter is designed for manual uploads, while Pro is intended for connected sync and more continuous workflows.

How often does portfolio data update?

Starter updates when you refresh or upload. Pro is positioned for continuous monitoring of connected portfolios.

What benchmark options are supported?

FactorLens is benchmark-relative by design, so portfolios are analyzed against a selected benchmark rather than in isolation.

Start Now

Start with the workflow that fits your process

Explore the demo for free, or choose a plan to begin monitoring benchmark-relative portfolio risk.

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