Redstone

Overview

Redstone is a browser-based portfolio analytics platform built for individual investors who want the statistical toolkit normally associated with quantitative funds. The service tracks more than 3,400 stocks and ETFs, keeps over five years of price history, and refreshes market data daily. Rather than stopping at a headline return figure, Redstone surfaces risk-adjusted measures such as Sharpe, Sortino, Omega, Calmar, and Martin ratios next to drawdown, volatility, beta, and alpha. Portfolios can be assembled privately, published to a shared community library, or cloned from other users, which makes the product part analytics terminal and part public research archive. Access is sold across three tiers: a free Starter plan, a $15 per month Plus plan, and a $50 per month Pro plan.

Key Features

• Risk indicator panel with seven core ratios: Every portfolio view reports alpha, beta, Sharpe, Sortino, Omega, Calmar, and Martin, each rendered with a bar that shows where the value sits relative to a benchmark range. Negative alpha and elevated beta are flagged in distinct colors so weaker readings are visible before deeper analysis begins.
• Peer ranking scores out of 100: Each ticker and portfolio is scored against the broader Redstone universe across six dimensions, including one year return, five year return, Sharpe ratio, maximum drawdown, volatility, and dividend yield. The dashboard translates a raw number into a percentile, so a Sharpe of 0.29 reads as beating 32 percent of portfolios on the platform.
• Stock and ETF screeners: A filtering tool narrows the 3,400 security universe by return, risk, and yield characteristics, and the same engine works on user-built portfolios as well as individual tickers.
• Head-to-head comparison views: Any two tickers or portfolios can be placed beside each other. The site ships a library of prebuilt pairings investors search for most often, including VTI versus VOO, QQQ versus VOO, JEPI versus JEPQ, and SMH versus SOXX.
• Community portfolio library: Public portfolios such as MAG7, a Berkshire Hathaway top ten replica, a Dalio-style All Weather allocation, and a Browne-style Permanent Portfolio can be browsed, inspected, and cloned into a private workspace.
• Multi-window performance tracking: Performance charts toggle between five year, one year, year-to-date, and six month intervals, with a returns table breaking out daily, YTD, annualized five year, maximum drawdown, Sharpe, and dividend yield for every holding.

How It Works

A session starts with the asset search field or an existing watchlist. Selecting holdings builds a portfolio, and the dashboard immediately populates four linked views: a performance chart, a returns table with per-holding statistics, a drawdown chart for the current period, and a metrics panel. An allocation breakdown shows weight distribution across holdings. From there, users compare the portfolio against a benchmark or another user's published allocation, and can clone a community portfolio as a starting template. Optimizations are rate limited by plan, with the free tier receiving three per day and the Pro tier receiving unlimited runs.

Who It's For

The product targets self-directed retail investors, finance students, and independent analysts who want quantitative risk reporting without a Bloomberg subscription or a spreadsheet model. Quantitative analysts and active traders are the stated audience for the Plus and Pro tiers, which lift portfolio caps, add private portfolios, and remove optimization limits. Casual buy-and-hold investors will likely find the free Starter tier sufficient, since it already includes every chart and risk metric the platform offers. The toolkit is equities and ETF focused, so investors whose holdings lean toward options strategies, fixed income detail, or alternative assets will find the coverage narrower than the analytics depth.