Understand what's driving your portfolio.
Most apps show returns. Moonlight shows why. Upload a brokerage screenshot, and you get a report that breaks down which holdings are working, which are quietly adding risk, and how your portfolio actually behaves. Built for retail and professional individual investors who want more than a number.
00
What this is
Moonlight reads your brokerage screenshot, runs a deterministic analytics pipeline, and writes a single HTML report. No accounts, no recommendations, the identical algorithm for every user.
01
Scorecards
Four cards: Beta, Concentration, Quality, Market Fit. Each computed from a single deterministic formula, scored against the S&P 500, with the formula and percentile bands published.
02
Factor regression
FF5 plus momentum, six-factor OLS over your last 252 trading days against your portfolio's daily returns. Coefficients, t-statistics, and the hypothetical 1-year backtest "current weights held flat" view.
03
Style box and sectors
9-cell value/blend/growth by small/mid/large heatmap, weighted by portfolio dollars. Sector breakdown using GICS Level 1.
04
Risk decomposition
Worst-case daily loss from real returns, downside-adjusted Sharpe and Calmar, and a per-holding view of how much each position contributes to total portfolio risk. Standard and Pro tiers only.
05
News desk
Last 24 hours of news that moved any of your tickers, surfaced with source links and timestamps. No summarization, no editorial layer.
See the report on a real portfolio
A 9-position retail portfolio. Mag-7 names plus VOO and QQQ. Live market data, same template every paid report uses.
Open the sample report →