See what your portfolio is hiding
Five free tools built on the same data engine as the EPTA5 terminal. No account, no login, just the truth about your exposure.
Which tool answers which question
| Tool | The question it answers | Universe | Price |
|---|---|---|---|
| Hidden Currency Exposure Detector | Which companies are covered? | 161 companies: every NASDAQ-100, DAX 40 and CAC 40 constituent, on their most recent reported fiscal year. | Free |
| Portfolio Overlap Detector | How is the overlap percentage calculated? | Ten widely held US-listed ETFs: SPY, IVV, VOO, QQQ, DIA, VTI, XLK, XLF, XLE and IWM. | Free |
| Diversified Fund Reality Check | What is the effective number of holdings? | Ten widely held US-listed ETFs: SPY, IVV, VOO, QQQ, DIA, VTI, XLK, XLF, XLE and IWM. | Free |
| VaR and Monte Carlo Risk Simulator | What does a 95 % VaR of 8 % over one month actually mean? | 23 instruments: equity indices, sector indices, crypto, MSCI World, the VIX and the dollar index. Horizons of 1, 5, 21, 63, 126 and 252 trading days. | Free |
| Compound Interest Calculator | What is compound interest? | Ten equity markets through their ETFs: S&P 500, developed Europe, France, Germany, the United Kingdom, Spain, Canada, China, South Korea and MSCI World, from 1993 for the oldest to August 2026. | Free |
Why these four, and what they are not
Each of these answers a question a portfolio statement does not. A statement lists what you hold; it does not tell you that two of your funds hold the same companies, that a 500-line index fund behaves like a few dozen positions, that a stock quoted in dollars earns most of its revenue elsewhere, or what a bad month for a position actually looks like. The four tools take those four questions in turn, on published data, with the method stated on each page.
They run on the same data engine as the EPTA5 terminal, which is the reason they can be given away: the cost of serving them is the cost of one more query against infrastructure that already exists. There is no account, no email capture and no login. Every page states what its dataset covers and, more usefully, what it leaves out.
What they are not is advice. They compute figures from public and licensed data and stop there. Nothing here is a recommendation, and none of these numbers describes what will happen next. Past performance does not predict future returns.