Most portfolio apps show you what you own. JEGACAP shows what it means: how concentrated you really are, how much your holdings move together, and whether you're being paid for the risk. ASX and international shares, measured in Australian dollars.
Free to start. Pro is A$5 a month and Advanced A$9, cancel anytime. Log in
Real screens from the app, captured this week.
Pick the exchanges you care about and compare return, volatility and Sharpe across all of them. International listings are converted to Australian dollars, so the figures include the currency moves you actually live with.
Included in every plan.
Choose up to 25 instruments, or use your own holdings, and get one- and three-year Sharpe and Sortino ratios, covariance and correlation matrices, and beta against the ASX 200.
Included in Pro and above.
The walk-forward backtest re-optimises on a rolling window and charges transaction costs at every rebalance, then tells you exactly how it narrowed the universe to get there.
Included in Pro and above.
Upload a CommSec or nabtrade export, CSV or Excel. Buys arrive with their real trade dates, sells are recognised, and anything that can’t be matched is listed rather than silently dropped.
Included in every plan.
New accounts open on a short How to Use guide that walks through these in order.
Create a free accountType them in, or import a CommSec or nabtrade export.
One 0–100 score, broken into the six things that drive it.
Stress tests, statistics and Portfolio Lab, guided by the How to Use page.
The free plan is the real product, not a trial. Pay only for the deeper tools.
| Feature | FreeA$0 | ProA$5 / month | AdvancedA$9 / month |
|---|---|---|---|
| Holdings, plus CommSec and nabtrade import | ✓ | ✓ | ✓ |
| JEGA Portfolio Health Score | ✓ | ✓ | ✓ |
| Universe and per-instrument stats across nine markets | ✓ | ✓ | ✓ |
| Statistics: covariance, correlation, CAPM beta | – | ✓ | ✓ |
| Market and sector stress testing | – | ✓ | ✓ |
| Walk-forward backtesting and the optimiser | – | ✓ | ✓ |
| Portfolio Lab and correlation stress | – | – | ✓ |
| Leverage and LVR analysis | – | – | ✓ |
The Health Score, shrinkage covariance, Sharpe and Sortino ratios, the optimiser and the backtester are each written out as an equation with a worked example. If a figure surprises you, you can check exactly how it was produced on the methodology page.
The whole platform is open source under the MIT licence, so you can read the code on GitHub that runs against your holdings. JEGACAP is early-stage and self-funded; the status page lists what's proven and what isn't yet. No sign-up needed for the free calculators.
JEGACAP provides quantitative portfolio analytics and educational decision-support tools. It is not a licensed investment fund, does not provide personal financial advice, and does not recommend individual securities. Past and backtested performance does not guarantee future results. Read the full disclaimer.