BMarker
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Your trades, holdings, and performance.

Enter buys and sells directly or import a brokerage CSV export. Review holdings, returns, benchmark comparisons, and shareable reports for every portfolio.

Open BMarkerSee the transaction table

  • TransactionsBUY and SELL rows in one table

  • Performance reportReturns, risk, alpha, beta, and drawdowns

  • Share pagesPick the data, hide balances, revoke links

Manage every transaction in one table.

Add manual trades, review broker imports, correct flagged fields, and switch between individual and aggregate portfolios.

01

Enter the trade once.

Enter shares or dollars and see the calculated trade value or share count. Add fractional shares, fees, notes, and trade-day open or close prices.

  • BUY
  • SELL
  • Shares or dollars
  • Open or close
02

CSV rows stay editable.

Import a brokerage CSV export into the editor. Correct flagged fields, review possible duplicates, and choose the rows to save.

  • Missing ticker
  • Missing price
  • Possible duplicate
03

Then open the report.

Choose a portfolio or aggregate. Set the benchmark and analysis span. Review returns, relative performance, risk, drawdowns, distributions, and holdings over time.

  • Returns
  • Alpha + beta
  • Drawdowns
  • Holdings over time

A complete performance report.

Choose one portfolio or a live aggregate, then set the benchmark and analysis options for returns, risk, relative performance, and holdings.

  1. 01

    Return history

    Daily, cumulative, calendar, and period returns beside the benchmark.

  2. 02

    Analysis options

    Benchmark, analysis span, regression span, rolling window, and balance normalization controls.

  3. 03

    Risk and relative performance

    Alpha, beta, capture ratios, volatility, Sharpe, Sortino, drawdowns, and return distribution.

  4. 04

    Holdings over time

    Position weights and retained cash across the full transaction history.

Create a share page for any portfolio.

Publish one or more portfolios with the balances, holdings, trades, notes, branding, and analysis controls you choose.

Configure sharing
  • Choose the portfolios.

    Publish one portfolio, several portfolios, or a live aggregate.

  • Choose the sections.

    Share performance alone, or add holdings, trades, and transaction notes.

  • Manage every link.

    Create random or vanity links and revoke them from the share-page editor.

Open your first portfolio.

Add a few trades or import a brokerage CSV export, then explore the performance report.

Open BMarker