AdjReturner

AdjReturner is a web app (with a lightweight mobile companion) that standardizes risk-adjusted performance reporting for real-world portfolios. Users connect broker/exchange accounts or upload statements/CSVs, and the app computes time-weighted vs money-weighted returns, volatility, max drawdown, downside deviation, and multiple risk-adjusted ratios (Sharpe, Sortino, Calmar) with clear assumptions and audit trails. It flags common distortions—cash flows, leverage, options, concentrated positions, and missing price history—then shows how each affects the reported metrics. The core value is “defensible reporting”: every number is reproducible, exportable, and annotated so an advisor, investor, or allocator can validate it quickly. An AI assistant explains metric differences in plain language and suggests which metric fits the strategy type (e.g., trend, income, options) without pretending to predict markets.

← Back to idea list