Next-Gen Portfolio Benchmarking: Enhanced Chart Comparisons

How do investors really know if their strategy is working? Traditionally, industry benchmarking has been limited to rigid, generic market indices. But modern retail investors expect a highly personalized, interactive experience.

We are thrilled to launch our upgraded Chart Comparisons feature, giving investors a dynamic, intuitive way to track their progress. Users can now benchmark their portfolios against what actually matters to them, from favorite tech stocks and popular mutual funds to a friend's portfolio.

What is New?

• Multi-Asset Overlays: Users can select and overlay individual stocks, ETFs, or mutual funds directly onto their portfolio charts.
• Social Comparisons: Users can compare real-time portfolio performance side-by-side with other community members, top traders, or friends and family.
• Smarter Defaults: We redesigned the backend to remember and store each user's default index and asset preferences for a faster, highly personalized user experience.

Why This Matters

For banks and brokers, turning static financial data into interactive, social benchmarking tools is a proven way to drive user engagement. Whether you choose a seamless API integration or our fully branded white-label platform, StockRepublic makes it easy to elevate the investing experience for your customers.

Interested in adding this and other features to your brokerage? Get in touch!