Frequently Asked Questions

Factor analysis breaks down your portfolio's returns into different components like market exposure, value vs growth, momentum, quality, size, and dividend factors. This helps you understand what's really driving your performance and whether your returns come from market movements or your specific stock selections.

Most portfolio trackers just show you gains and losses. FactorLens explains why those returns happened by analyzing your exposure to key factors: Market Beta, Value, Momentum, Quality, Size, and Growth. You get institutional-quality attribution analysis for individual investors.

No. Our reports are designed for self-directed investors of all experience levels. We provide interactive charts, clear explanations, and focus on educational insights rather than complex financial jargon. You can explore detailed analytics if you want, but the key insights are presented in plain language.

Yes. We don't require broker logins or API connections. You can add securities manually or upload portfolio screenshots. Your data is encrypted, never shared with third parties, and you can delete it at any time. We're focused on education, not data collection.

We analyze key factors that drive portfolio returns:

• Market Beta: Your portfolio's sensitivity to S&P 500 movements
• Value: Exposure to value vs growth characteristics
• Momentum: Exposure to trending stocks
• Quality: Exposure to high-quality companies
• Size: Exposure to small vs large cap stocks
• Growth: Exposure to growth-oriented stocks

We use regression analysis to calculate factor loadings for each security, then create weighted averages based on your portfolio holdings. Factor attribution shows how much each factor contributed to your returns over different time periods. This methodology provides institutional-quality analysis for individual investors.

Yes. All reports include comparison against the S&P 500 benchmark, showing your performance relative to the market across different time periods. You can see both absolute returns and relative performance in interactive charts with detailed attribution analysis.

Currently, our factor models are optimized for individual stocks and ETFs. For specific security support questions or feature requests, please contact our support team.

Our reports provide analysis across multiple timeframes: 30 days, 90 days, 180 days, and 365 days. This lets you see both short-term and long-term factor contributions to your portfolio performance. Each period includes factor attribution analysis and benchmark comparison.

We offer a free trial with basic portfolio analysis. Our Investor plan is $29.99/month with multiple portfolios and full analysis features. Visit our pricing page for the most up-to-date plan details and features.

You can add securities to your portfolio by manually entering ticker symbols and quantities. We also support uploading portfolio screenshots through our Smart Upload feature, which uses AI to extract your holdings from broker screenshots. Additional import methods are being developed.

FactorLens is designed for self-directed investors who want to understand their portfolios better. Whether you're a beginner looking to learn about factor investing or an experienced investor wanting advanced analytics, our platform provides educational insights without investment advice.

No. FactorLens is an educational analytics tool. We provide factor analysis and insights to help you understand your portfolio, but we don't provide investment advice, recommendations, or suggestions to buy or sell securities. All investment decisions remain entirely yours.