/02·3Products · Education
Sharpe, drawdown, fee drag. The Max tools speak in numbers most people were never taught. Every lesson turns one of them into something you can move with your thumb and understand in a minute.
Lesson 01 · Fee Analyzer
Half a percent looks small.
Fees come out every year, and so does the growth those fees would have earned. Put in a monthly amount and a fund fee, and see what three decades of it add up to next to a low-cost fund at 0.2%.
Lesson 02 · Risk Report
The climb back is always steeper.
A drawdown is the fall from a portfolio's peak. Getting back to that peak takes a bigger gain than the loss, and the gap grows fast. It is why the Risk Report shows maximum drawdown next to your returns.
Lesson 03 · Risk Report
Return, per unit of worry.
The Sharpe ratio asks how much you earned above a safe rate for every bit of up-and-down you sat through. Two portfolios can return the same and still score very differently.
Next in the course
A lesson for every tool.
New lessons arrive alongside the tools they explain, so the course grows with the app.
Lesson 04
Diversification Check
Why ten funds can still be one bet: drag holdings together and watch the overlap appear.
Lesson 05
Tax-Loss Harvester
How this year's losses turn into savings, step by step, on a sample portfolio.
Lesson 06
Trade Scorecard
Win rate versus profit factor: why being right often is not the same as making money.
Now try it on your own numbers.
For learning, not advice. Every tool has a live demo on a sample portfolio first.