Plan Your Journey to Financial Freedom with PortfolioAnalyst
Track, analyze, and optimize your entire portfolio from one dashboard—designed to keep you on course toward lasting wealth.
The Power of Clarity in Portfolio Management
White Samurai’s Portfolio Analyst Service gives you complete clarity over your financial life by consolidating all accounts into one secure dashboard. Whether you’re just beginning your investment journey or you’re a seasoned professional, our platform helps you track performance, analyze risks, and plan effectively for the future.
You can link and monitor:
- Checking & Savings Accounts
- Certificates of Deposit (CDs)
- Credit Cards & Money Market Accounts
- Brokerage Accounts & Other Investments
- Real Estate Assets (via Zestimate)
- Liabilities such as loans or mortgages
- With White Samurai, you gain a unified view of your wealth, empowering smarter financial decisions.
Advanced Analysis for Smarter Investing
Our platform delivers sophisticated performance analytics across asset classes, sectors, instruments, regions, and timelines. You can explore:
- Risk metrics (Max Drawdown, Sharpe Ratio, Sortino Ratio, Alpha, Beta & more)
- ESG insights and sustainability scoring
- Projected income and fixed income performance
- Custom portfolio concentration reports
- Options and derivatives analytics with Greeks
This allows you to measure performance against benchmarks and identify growth opportunities while managing risks.
Professional Reporting & Customization
White Samurai equips you with professional-grade reports to analyze and present data with confidence. Features include:
- Pre-built & customizable reports (holdings, allocations, performance, activity)
- Up to 35 measurement factors, including Value at Risk (VaR)
- White-label options to include your logo, branding, and client details
- Tailored benchmarks from 300+ industry standards or custom weightings
- Consolidated reporting across multiple accounts
These reports are presentation-ready, helping you communicate value and performance clearly to clients or stakeholders.
Planning Tools That Keep You on Track
We believe financial planning should be simple yet powerful. Our tools include:
- Allocation Goals – Compare current vs. target allocations and rebalance with ease
- Retirement Planner – Project your retirement outlook with real-time market assumptions and personal lifestyle inputs
- Budgeting Tools – Track spending, set annual/monthly budgets, monitor progress towards life events, and manage cash flow
With these tools, you can plan for the future with confidence.
Data Security You Can Trust
At White Samurai, safeguarding your financial information is our top priority. We use industry-standard encryption and secure authentication protocols to ensure that your data remains private.
- Encrypted usernames & passwords
- TLS 1.2 for data in transit
- Direct authentication with supported institutions
- Strict internal access controls – no data selling or sharing
- Your trust is our foundation, and your data stays protected.
Support & Learning Resources
To help you get the most out of the Portfolio Analyst Service, White Samurai provides:
- A complete User Guide with step-by-step instructions
- Sample Reports to understand report customization and analytics
- Access to case studies, release notes, and white papers
- Educational modules on investment reporting, performance attribution, risk measures, and retirement planning
- Our team is available via email and phone support to resolve queries, provide guidance, and ensure smooth operations.
Why Choose White Samurai Portfolio Analyst?
At White Samurai, we focus on empowering investors with smarter strategies, advanced technology, and a trusted platform built for long-term growth. Our commitment is to deliver seamless experiences that help you invest with confidence and clarity.
Free to Use
Global Access
Secure & Reliable
Professional-Grade Reporting
All-in-One Dashboard
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Start Living Well Today
Let’s start with a relaxed 30 minute chat. Very informal, no obligation!
It’s important for us to be a good fit for one another, and for our team to work out if we can deliver you value. The best way to to do this is with an introductory chat.