Notes on portfolio analytics, risk, and broker integrations
Field notes from the team building AlphaLens — what we learn while wiring up brokers, computing the right metrics, and explaining risk to active traders.
Getting Started with AlphaLens
Connect your Alpaca or IBKR account in minutes and start tracking your portfolio performance with professional-grade analytics.
How to Analyze Your Alpaca Portfolio Beyond P&L
Alpaca gives you a return number and a chart. Here's how to go deeper — Sharpe ratio, drawdown, benchmark comparison, and trade-level analysis — using your existing account data.
How to Benchmark Your Portfolio Against SPY
Benchmarking isn't just plotting two lines on a chart. Here's the right way to compare your portfolio to SPY — and the common mistakes that make the comparison meaningless.
The Monthly Returns Heatmap: How to Read It and What It Reveals
A monthly returns heatmap compresses years of performance into a single glance. Here's how to read one — and what patterns to look for in your own data.
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