Frequently Asked Questions

FactorLens breaks down your portfolio into exposures (like value, growth, momentum, etc.) so you can see whether underperformance comes from your stock choices, sector exposure, or market-wide trends.

It's a way of explaining your returns — showing how much comes from market factors (like growth or momentum), and how much from your individual stock picks.

Most trackers just show gains/losses. FactorLens explains why those returns happened, by identifying the factors that drive them.

No. We provide clear, plain-language breakdowns. You can dig into advanced factor analysis only if you want to.

We cover the classic Fama-French and momentum factors (Market, Size, Value, Profitability, Investment, Momentum).

We use advanced econometric models, such as dynamic conditional beta and regression models, to estimate exposures, similar to what the latest academic research does. This is similar to methodologies used by services targeted at professional asset managers.

Yes. You can run attribution against the S&P 500. Future iterations of FactorLens will contain additional benchmarks.

At this time, no. However, you can launch a feature request if you want a specific ETF or mutual fund to be supported.

Yes. We don't require broker logins. You can upload your portfolio manually. Nothing is shared or sold.

We offer a free tier with limited portfolios, and a paid version with unlimited attribution, benchmarks, and advanced analytics.

Anyone who wants to understand their investments better from beginner retail investors to experienced quant-curious DIYers.

Yes, performance attribution is standard in institutional investing and is a way to manage risk. FactorLens makes it accessible to individual investors.