klar

Klar turns Claude into a portfolio analyst. Attach a positions export from your brokerage (Fidelity, Schwab, Vanguard, Robinhood, Interactive Brokers and many international brokers) or type your holdings, and Klar runs the numbers on real market data while Claude explains what they mean and answers follow-up questions. - Performance and risk: returns vs the S&P 500 or a benchmark you choose, from 1 month to 10 years, annual growth rate, volatility, worst drawdown and recovery, Sharpe and Sortino ratios, beta, which holdings drove returns and risk, correlations, sector exposure, and a risk/return map. - Factor analysis: the Fama-French 3-factor and 5-factor models show how much of your return comes from the market, company size, value, profitability and investment style, and whether any alpha is statistically meaningful. - Downside risk: historical Value at Risk and expected shortfall for a day and a month, and how the portfolio would have done in past crises (dot-com bust, 9/11, 2008, COVID, the 2022 rate shock and more), from real prices only. When a holding wasn't trading yet, Klar says so rather than estimating it, and you can pick a stand-in. Results appear in an interactive dashboard inside the conversation. Change the period, benchmark or factor model and Claude sees the update. One tool, get_view_data, is called only by the dashboard to fetch chart data for the view on screen; Claude doesn't call it, which keeps the large chart series out of the conversation. No account or sign-in. Klar stores no portfolios and keeps no database: holdings are processed per request, and results are held in memory for up to an hour so the dashboard can draw its charts. Market data comes from Yahoo Finance and factor data from the Kenneth French Data Library. Klar provides information and analysis, not financial advice.