Teardown opens every fund you own, reads the reported financial statements of every company inside — then adds it all back up into one set of financial statements. Yours.
Get early accessIllustration — demo figures for a $100,000 portfolio.
A typical portfolio is a stack of tickers. Most of what you actually own is buried two layers deep.
Every fund is broken into its holdings, every holding into its reported statements: income, balance sheet, cash flow. Stocks and bonds included.
Your portfolio, consolidated like a company: your share of revenue, earnings and debt — and the earnings yield you are really paying for.
| PORTFOLIO TRACKERS | TEARDOWN | |
|---|---|---|
| What's inside your funds | Names and weights | Names, weights — and their books |
| Your portfolio's earnings | — | Consolidated financial statements, earnings yield, margins |
| Built on | Prices and charts | Reported filings, globally |