ETF portfolio analysis, made clear

Invest with clarity.Live with confidence.

TailEdge analyzes the ETF portfolio you already own: performance, allocation, overlap, costs, risk, and progress toward your goals, all in one private dashboard.

Free to start · No credit card · Your investments stay with your broker

Illustrative portfolio
On track

Your long-term portfolio

€42,680

+€6,240 · +17.1%

Goal pace

On track

12-month return

+8.4%

Risk profile

Balanced

Fund costs

0.18%

One thing worth a closer look

Your US exposure is higher than it first appears across overlapping ETFs.

One portfolio. The full picture.

See what you own, how it behaves, and what needs attention.

Import transactions or enter holdings manually. TailEdge turns them into answers to the questions that matter.

How am I doing?

Track returns, cash flow, and progress toward your goals.

Where am I exposed?

See allocation, concentration, overlap, and hidden risk across your ETFs.

What can I improve?

Review costs and compare practical ways to strengthen the portfolio.

Inside TailEdge

Serious analysis, without the noise.

Start with a clear overview. Go deeper only when you need to.

Performance and goals

Track performance and your plan.

See returns, cash flow, and whether your portfolio is keeping pace with your goal.

Goal pace

On track

Risk beneath the labels

Find risk hidden across your ETFs.

Reveal overlap, concentration, and geographic exposure that fund names alone do not show.

Largest allocation48%
Regional exposure31%
Fund overlap14%

Every angle, one place

A complete ETF portfolio view.

Performance and cash flow

Allocation and exposure

ETF overlap

Risk and stress tests

Fund costs

Goals and financial independence

Simple to begin

Start with the portfolio you already have.

No new brokerage account and no transfer. Add your ETF transactions and TailEdge organizes the analysis.

01

Create your account

Sign up and tell TailEdge what you are building toward.

02

Add ETF transactions

Import a file or enter trades manually. Nothing moves from your broker.

03

Review your analysis

Explore performance, allocation, risk, costs, and planning in one place.

Analyze my portfolio

Private by design.

Your portfolio data is isolated by account, stored with encryption, and removable whenever you delete your account.

Data isolated by account
Encrypted storage
Delete your account and data

See it clearly

Know your portfolio. Build with confidence.

Turn the ETFs you own today into a clearer plan for tomorrow.

Analyze my portfolio

Free to start · No credit card · ETFs only for now