McDonalds Stock Insiders
| MCD Stock | USD 299.36 -3.17 -1.05% |
Below is a snapshot of McDonalds' ownership structure and how that base is positioned today. Institutional investors hold roughly 75.67% of McDonalds, while insiders own about 27.8%. Concentrated holder bases can amplify both stability and liquidity effects.
| Christopher Kempczinski Chairman Chairman President & CEO |
Insider Sentiment
Mostly Selling
Selling | Buying |
About 77 percent of McDonalds' insiders are selling. Insider sentiment data suggests a significant number of McDonalds insiders are bearish at present.
Latest Trades
| 2026-04-10 | Joseph M Erlinger | Disposed 2626 @ 307 | View | ||
| 2026-03-30 | Ro Khanna | Acquired @ 308.72 | |||
| 2026-03-23 | Ro Khanna | Acquired @ 308.26 | |||
| 2026-03-10 | Ro Khanna | Acquired @ 327.74 | |||
| 2026-02-24 | Ro Khanna | Disposed @ 333.23 | |||
| 2026-02-23 | Joseph M Erlinger | Disposed 333 @ 330.43 | View | ||
| 2026-02-13 | Christopher J Kempczinski | Disposed 26276 @ 333.54 | View | ||
| 2026-02-12 | Christopher J Kempczinski | Disposed 26277 @ 331.35 | View | ||
| 2026-02-10 | Joseph M Erlinger | Disposed 2626 @ 325.25 | View | ||
| 2026-01-29 | Ro Khanna | Disposed @ 315.17 | |||
| 2026-01-13 | Ro Khanna | Acquired @ 309.43 | |||
| 2026-01-12 | Joseph M Erlinger | Disposed 2626 @ 306.58 | View | ||
| 2026-01-09 | Sheldon Whitehouse | Disposed @ 307.27 | |||
| 2025-12-18 | Julie Johnson | Disposed @ 319.72 | |||
| 2025-12-16 | Desiree Ralls-Morrison | Disposed 2486 @ 320 | View | ||
| 2025-12-01 | Manuel Jm Steijaert | Disposed 6567 @ 305.5 | View | ||
| 2025-11-21 | Ian Frederick Borden | Disposed 17134 @ 310 | View |
Tracking insider sentiment in McDonalds reveals whether internal behavior is reinforcing or weakening the broader thesis. The value here is transparency: reviewing the pattern without assuming every insider transaction predicts the next price move.
Acquired vs Disposed
Filed vs Not Filed
For McDonalds, insider trading sentiment is often gauged by the transaction pattern of people closest to the business, including officers, directors, and large holders. The practical objective is to separate conviction-driven activity from routine transactions that may not carry a strong investment signal.
McDonalds |
McDonalds' Workforce Through the Years
Employee-history analysis for McDonalds reveals whether the business is expanding capacity, defending margins, or adjusting to softer demand. Reported staffing levels near about 167,000 employees reflect the current operating footprint and warrant comparison with broader business results. Reported workforce figures may vary across disclosures and time periods; aggregated or historical datasets can reflect different figures depending on reporting scope and methodology.Macro event markers
Latest Congressional Trading
Public records of congressional trades in McDonalds provide a regulated view of how disclosure rules are applied around politically sensitive names. In practice, this data is another governance and disclosure signal rather than a standalone trading system.
| 2026-04-09 | Representative Ro Khanna | Acquired $15,000 to $50,000 | Verify | ||
| 2026-02-04 | Senator Sheldon Whitehouse | Acquired $15,000 to $50,000 | Verify | ||
| 2026-02-03 | Senator Sheldon Whitehouse | Acquired $15,000 to $50,000 | Verify | ||
| 2025-12-12 | Representative Julie Johnson | Acquired under $15,000 | Verify | ||
| 2025-12-10 | Representative Rich McCormick | Acquired under $15,000 | Verify | ||
| 2025-11-17 | Representative Kevin Hern | Acquired under $15,000 | Verify | ||
| 2025-10-03 | Representative Ro Khanna | Acquired $15,000 to $50,000 | Verify | ||
| 2025-09-30 | Representative Cleo Fields | Acquired $15,000 to $50,000 | Verify | ||
| 2025-09-18 | Representative Rich McCormick | Acquired under $15,000 | Verify | ||
| 2025-08-07 | Representative Cleo Fields | Acquired $15,000 to $50,000 | Verify | ||
| 2025-07-15 | Representative Scott Franklin | Acquired $15,000 to $50,000 | Verify | ||
| 2025-07-04 | Representative Scott Franklin | Acquired under $15,000 | Verify | ||
| 2025-07-02 | Representative Cleo Fields | Acquired $15,000 to $50,000 | Verify | ||
| 2025-06-24 | Representative Rob Bresnahan | Acquired $15,000 to $50,000 | Verify | ||
| 2025-02-09 | Senator Dave McCormick | Acquired $250,000 to $500,000 | Verify | ||
| 2024-12-09 | Representative Jared Moskowitz | Acquired under $15,000 | Verify | ||
| 2024-11-15 | Representative Kevin Hern | Acquired $100,000 to $250,000 | Verify | ||
| 2024-11-14 | Senator Tommy Tuberville | Acquired $15,000 to $50,000 | Verify | ||
| 2024-10-03 | Representative Josh Gottheimer | Acquired under $15,000 | Verify | ||
| 2024-08-20 | Senator Sheldon Whitehouse | Acquired under $15,000 | Verify | ||
| 2024-08-15 | Representative Josh Gottheimer | Acquired under $15,000 | Verify | ||
| 2023-11-07 | Representative Pete Sessions | Acquired $100,000 to $250,000 | Verify | ||
| 2023-10-20 | Senator Pete Ricketts | Acquired $100,000 to $250,000 | Verify | ||
| 2023-08-23 | Representative Michael Patrick Guest | Acquired under $15,000 | Verify | ||
| 2023-05-15 | Senator Shelley Moore Capito | Acquired under $15,000 | Verify | ||
| 2023-05-14 | Senator Shelley Moore Capito | Acquired under $15,000 | Verify | ||
| 2023-02-02 | Senator Thomas R Carper | Acquired under $15,000 | Verify | ||
| 2023-02-01 | Senator Thomas R Carper | Acquired under $15,000 | Verify | ||
| 2023-01-05 | Representative Robert J Wittman | Acquired under $15,000 | Verify | ||
| 2022-10-10 | Representative Pete Sessions | Acquired under $15,000 | Verify | ||
| 2022-04-19 | Representative John Rutherford | Acquired under $15,000 | Verify | ||
| 2021-07-05 | Senator Thomas R Carper | Acquired under $15,000 | Verify | ||
| 2021-04-01 | Representative Kurt Schrader | Acquired under $15,000 | Verify | ||
| 2020-11-14 | Representative Kevin Hern | Acquired under $15,000 | Verify | ||
| 2020-10-12 | Representative John A Yarmuth | Acquired under $15,000 | Verify | ||
| 2020-06-03 | Senator Ron Wyden | Acquired $15,000 to $50,000 | Verify | ||
| 2020-06-01 | Senator Ron Wyden | Acquired $15,000 to $50,000 | Verify | ||
| 2020-05-31 | Senator Ron Wyden | Acquired $15,000 to $50,000 | Verify | ||
| 2020-05-14 | Representative Robert J Wittman | Acquired under $15,000 | Verify | ||
| 2020-04-13 | Representative Nicholas Van Taylor | Acquired $250,000 to $500,000 | Verify | ||
| 2019-12-03 | Senator Thomas R Carper | Acquired under $15,000 | Verify | ||
| 2019-12-02 | Senator Thomas R Carper | Acquired under $15,000 | Verify | ||
| 2019-05-08 | Senator Sheldon Whitehouse | Acquired under $15,000 | Verify | ||
| 2019-05-07 | Senator Sheldon Whitehouse | Acquired under $15,000 | Verify | ||
| 2018-06-07 | Senator Sheldon Whitehouse | Acquired under $15,000 | Verify | ||
| 2018-06-06 | Senator Sheldon Whitehouse | Acquired under $15,000 | Verify | ||
| 2018-05-14 | Senator Shelley Moore Capito | Acquired under $15,000 | Verify | ||
| 2018-05-13 | Senator Shelley Moore Capito | Acquired under $15,000 | Verify | ||
| 2017-07-20 | Senator Tammy Duckworth | Acquired under $15,000 | Verify | ||
| 2016-09-07 | Senator Sheldon Whitehouse | Acquired $15,000 to $50,000 | Verify | ||
| 2016-08-29 | Senator John Hoeven | Acquired $50,000 to $100,000 | Verify | ||
| 2016-07-12 | Senator John Hoeven | Acquired $50,000 to $100,000 | Verify | ||
| 2016-05-12 | Senator John Hoeven | Acquired $50,000 to $100,000 | Verify | ||
| 2016-02-08 | Senator John Hoeven | Acquired $50,000 to $100,000 | Verify | ||
| 2015-05-28 | Senator James Inhofe | Acquired $50,000 to $100,000 | Verify |
Management Team Effectiveness
The company has Return on Asset of 13.51 % implying that it earned $13.51 for every $100 of assets on its balance sheet. This is broadly in line with industry peers.As of 04/25/2026, Common Stock Shares Outstanding is at approximately 937.4 M this year, while Net Income Applicable To Common Shares are at about 5.1 B per recent reporting.
Stock Institutional Investors
Current market capitalization is about 215.05 Billion. The holder split in McDonalds separates passive index allocation from active institutional positioning. The business currently sits in the Consumer Discretionary sector and the Consumer Services industry. That institutional share is enough to anchor governance but can also amplify selling when risk sentiment shifts.
| Shares | Royal Bank Of Canada | 2025-09-30 | 7 M | Capital Research Global Investors | 2025-12-31 | 6.2 M | Charles Schwab Investment Management Inc | 2025-12-31 | 5.5 M | Ubs Group Ag | 2025-09-30 | 5.3 M | Bank Of New York Mellon Corp | 2025-09-30 | 5.2 M | Ubs Asset Mgmt Americas Inc | 2025-09-30 | 5.2 M | The Goldman Sachs Group Inc | 2025-12-31 | 4.8 M | Legal & General Group Plc | 2025-12-31 | 4.7 M | Wellington Management Company Llp | 2025-12-31 | 4.6 M | Vanguard Group Inc | 2025-12-31 | 72.4 M | Jpmorgan Chase & Co | 2025-09-30 | 68.4 M |
Insider Trading Activities
Insider disclosures for McDonalds show how people closest to the business are behaving as market expectations change. The goal is to tell routine pay-related sales apart from trades that reflect genuine conviction.
Outstanding Bonds
Corporate bonds issued by McDonalds matter because they shape interest expense, maturity risk, and the flexibility management has during tighter credit conditions. This is why bond analysis is not just a credit exercise; it also informs equity holders about solvency, optionality, and future capital-allocation pressure.
| MCDONALDS P 6375 Corp BondUS580135BY65 | View | |
| MCDONALDS P MEDIUM Corp BondUS58013MEC47 | View | |
| MCDONALDS P MEDIUM Corp BondUS58013MEH34 | View | |
| MCDONALDS P MEDIUM Corp BondUS58013MEF77 | View | |
| MCDONALDS PORATION MTN Corp BondUS58013MFM10 | View | |
| MCD 515 09 SEP 52 Corp BondUS58013MFT62 | View | |
| MCD 46 09 SEP 32 Corp BondUS58013MFS89 | View | |
| MCDONALDS PORATION MTN Corp BondUS58013MFQ24 | View |
Corporate Filings
F4 | 23rd of April 2026 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | |
F4 | 13th of April 2026 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | |
| 7th of April 2026 Other Reports | ||
8K | 2nd of April 2026 An amendment to a previously filed Form 8-K | |
13A | 27th of March 2026 An amended filing to the original Schedule 13G | |
F4 | 24th of March 2026 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | |
F4 | 19th of March 2026 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | |
F4 | 11th of March 2026 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities |
Shares in Circulation | First Issued 1985-09-30 | Previous Quarter 715.9 M | Current Value 714.2 M | Average Shares Outstanding 1.2 B | Quarterly Volatility 273.8 M |
Macro event markers
Holders Distribution
A large institutional presence around McDonalds deserves attention because well-resourced participants establish or unwind positions quickly enough to change the market character of the security. One practical risk is that institutions can own millions of shares, so concentrated selling can pressure the stock quickly once sentiment changes.
Market Cap and Value
Workforce Comparison
McDonalds holds the #3 position for number of employees relative to top peers. The total workforce of Consumer Discretionary industry is now estimated at about 1.15 Million. McDonalds retains roughly 150,000 in number of employees claiming about 13% of market share in Consumer Discretionary space.
Profit Margins
The company has Net Profit Margin of 32.0 %, which implies solid operational efficiency and cost management. This is stronger than the industry norm. In the same way, it shows Net Operating Margin of 45.0 %, which suggests that the company retains $45.0 of every $100 in revenue after operating expenses.| Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Gross Profit Margin | 0.57 | 0.5741 |
|
| |||||
| Net Profit Margin | 0.33 | 0.3185 |
|
| |||||
| Operating Profit Margin | 0.48 | 0.461 |
|
| |||||
| Pretax Profit Margin | 0.43 | 0.4053 |
|
| |||||
| Return On Assets | 0.088 | 0.1439 |
|
|
Insider Trading History
The insider trade history for McDonalds reveals whether executives were buying or selling during key price moves. Shares outstanding are near 710.8 M. Since insider trades are publicly filed, the record helps verify whether management actions match their words.
| Buy/Sell Ratio | # Purchases Trades | # Sales Trades | Total Shares Purchased | Total Shares Sold | |
|---|---|---|---|---|---|
| 2026-06-01 | 0.3333 | 1 | 3 | 2,626 | 5,585 |
| 2026-03-01 | 0.9286 | 52 | 56 | 545,044 | 222,262 |
| 2025-12-01 | 1.3333 | 16 | 12 | 49,319 | 84,423 |
| 2025-09-01 | 0.6111 | 11 | 18 | 15,123 | 30,675 |
| 2025-06-01 | 0.8333 | 5 | 6 | 6,432 | 46,659 |
| 2025-03-01 | 1.0741 | 58 | 54 | 484,661 | 186,592 |
| 2024-12-01 | 1.5556 | 14 | 9 | 13,678 | 17,804 |
| 2024-09-01 | 0.4545 | 10 | 22 | 24,016 | 84,392 |
| 2024-06-01 | 1.0 | 12 | 12 | 35,212 | 39,565 |
| 2024-03-01 | 1.3333 | 60 | 45 | 587,250 | 209,284 |
| 2023-12-01 | 1.2143 | 17 | 14 | 28,856 | 44,980 |
| 2023-09-01 | 0.5333 | 8 | 15 | 18,852 | 44,133 |
| 2023-06-01 | 0.7333 | 11 | 15 | 30,583 | 58,338 |
| 2023-03-01 | 1.45 | 58 | 40 | 505,564 | 146,308 |
| 2022-12-01 | 6.3333 | 19 | 3 | 8,611 | 37.00 |
| 2022-09-01 | 0.28 | 7 | 25 | 52,428 | 166,018 |
| 2022-06-01 | 0.875 | 14 | 16 | 29,584 | 49,394 |
| 2022-03-01 | 1.4074 | 38 | 27 | 474,937 | 36,306 |
| 2021-12-01 | 2.0 | 18 | 9 | 26,324 | 33,125 |
| 2021-09-01 | 0.3846 | 5 | 13 | 128,365 | 270,583 |
| 2021-06-01 | 2.6667 | 8 | 3 | 46,403 | 15,031 |
| 2021-03-01 | 1.35 | 27 | 20 | 712,421 | 31,704 |
| 2020-12-01 | 2.0909 | 23 | 11 | 61,248 | 78,782 |
| 2020-09-01 | 3.0 | 3 | 1 | 294.72 | 745.00 |
| 2020-03-01 | 1.5833 | 38 | 24 | 503,989 | 112,176 |
| 2019-12-01 | 9.0 | 18 | 2 | 22,387 | 5,553 |
| 2019-09-01 | 1.0 | 7 | 7 | 27,961 | 55,126 |
| 2019-06-01 | 0.8 | 12 | 15 | 104,047 | 229,153 |
| 2019-03-01 | 1.1739 | 54 | 46 | 910,893 | 431,701 |
| 2018-12-01 | 1.3571 | 19 | 14 | 238,329 | 453,712 |
| 2018-09-01 | 1.25 | 5 | 4 | 14,724 | 13,350 |
| 2018-06-01 | 0.3077 | 4 | 13 | 13,686 | 128,171 |
| 2018-03-01 | 1.3 | 39 | 30 | 813,307 | 193,423 |
| 2017-12-01 | 1.4545 | 16 | 11 | 192,667 | 533,774 |
| 2017-09-01 | 0.75 | 12 | 16 | 77,113 | 137,383 |
| 2017-06-01 | 1.0 | 4 | 4 | 14,312 | 27,824 |
| 2017-03-01 | 1.2813 | 41 | 32 | 875,913 | 130,301 |
| 2016-12-01 | 1.0625 | 17 | 16 | 29,313 | 68,330 |
| 2016-09-01 | 0.3889 | 7 | 18 | 21,189 | 156,435 |
| 2016-06-01 | 3.2 | 16 | 5 | 143,663 | 35,324 |
| 2016-03-01 | 1.5 | 51 | 34 | 1,120,234 | 266,320 |
| 2015-12-01 | 1.4118 | 24 | 17 | 134,967 | 170,832 |
| 2015-09-01 | 0.8333 | 15 | 18 | 93,396 | 103,088 |
| 2015-06-01 | 1.0 | 4 | 4 | 10,828 | 21,585 |
| 2015-03-01 | 1.0 | 46 | 46 | 1,054,419 | 343,546 |
| 2014-09-01 | 0.8 | 8 | 10 | 79,038 | 110,083 |
| 2014-06-01 | 0.5714 | 12 | 21 | 113,168 | 219,070 |
| 2014-03-01 | 1.4667 | 44 | 30 | 761,285 | 173,274 |
| 2013-12-01 | 2.2857 | 16 | 7 | 44,846 | 46,731 |
| 2013-09-01 | 1.1667 | 7 | 6 | 23,239 | 44,042 |
| 2013-06-01 | 2.2 | 11 | 5 | 138,421 | 54,611 |
| 2013-03-01 | 1.1273 | 62 | 55 | 786,771 | 333,362 |
| 2012-12-01 | 0.8537 | 35 | 41 | 333,731 | 635,737 |
| 2012-09-01 | 0.4286 | 6 | 14 | 32,277 | 122,407 |
| 2012-06-01 | 1.6 | 8 | 5 | 187,084 | 16,652 |
| 2012-03-01 | 1.2647 | 43 | 34 | 811,141 | 152,383 |
| 2011-12-01 | 1.7273 | 19 | 11 | 103,178 | 167,065 |
| 2011-09-01 | 0.8462 | 11 | 13 | 47,114 | 95,146 |
| 2011-06-01 | 0.8333 | 10 | 12 | 186,286 | 405,212 |
| 2011-03-01 | 0.94 | 47 | 50 | 668,889 | 309,637 |
| 2010-12-01 | 1.1154 | 29 | 26 | 615,998 | 1,119,175 |
| 2010-09-01 | 0.7917 | 19 | 24 | 214,174 | 448,490 |
| 2010-06-01 | 1.0909 | 12 | 11 | 73,360 | 112,673 |
| 2010-03-01 | 0.8485 | 56 | 66 | 1,036,977 | 905,788 |
| 2009-12-01 | 0.84 | 21 | 25 | 191,697 | 437,576 |
| 2009-09-01 | 3.0 | 12 | 4 | 40,354 | 49,524 |
| 2009-06-01 | 2.0 | 16 | 8 | 291,804 | 360,435 |
| 2009-03-01 | 1.1905 | 50 | 42 | 985,381 | 386,108 |
| 2008-12-01 | 1.6471 | 28 | 17 | 153,704 | 157,422 |
| 2008-09-01 | 1.0 | 16 | 16 | 134,664 | 267,952 |
| 2008-06-01 | 0.2252 | 25 | 111 | 249,220 | 487,213 |
| 2008-03-01 | 0.9403 | 63 | 67 | 1,008,648 | 282,236 |
| 2007-12-01 | 0.4744 | 37 | 78 | 484,266 | 883,361 |
| 2007-09-01 | 0.5 | 23 | 46 | 345,098 | 661,566 |
| 2007-06-01 | 0.303 | 20 | 66 | 116,459 | 364,712 |
| 2007-03-01 | 1.275 | 51 | 40 | 797,064 | 350,468 |
| 2006-12-01 | 0.878 | 36 | 41 | 283,444 | 495,640 |
| 2006-09-01 | 0.2716 | 22 | 81 | 483,257 | 1,697,293 |
| 2006-06-01 | 3.0 | 12 | 4 | 21,442 | 24,534 |
| 2006-03-01 | 0.94 | 47 | 50 | 986,862 | 730,979 |
| 2005-12-01 | 12.0 | 36 | 3 | 220,308 | 30,104 |
| 2005-09-01 | 0.5405 | 20 | 37 | 217,633 | 841,139 |
| 2005-06-01 | 1.6667 | 20 | 12 | 99,416 | 116,717 |
| 2005-03-01 | 9.3333 | 28 | 3 | 276,449 | 4,000 |
| 2004-12-01 | 1.2653 | 62 | 49 | 2,441,903 | 2,246,134 |
| 2004-09-01 | 6.5 | 13 | 2 | 113,903 | 120,000 |
| 2004-06-01 | 6.8 | 34 | 5 | 621,730 | 50,756 |
| 2004-03-01 | 2.5833 | 31 | 12 | 955,275 | 435,026 |
| 2003-12-01 | 1.4333 | 43 | 30 | 426,491 | 717,473 |
| 2003-09-01 | 1.4545 | 16 | 11 | 164,181 | 278,977 |
Notable Stakeholders
Stakeholders matter for McDonalds because not every influential participant is a shareholder acting with the same objective or time horizon. Connecting stakeholder presence with management behavior, governance patterns, and changes in the operating story adds depth to the analysis.
| Christopher Kempczinski | Chairman President & CEO | Profile | |
| Lauren Elting | VP, Chief Accounting Officer & Corporate Controller | Profile | |
| Ian Borden | Executive VP & Global CFO | Profile | |
| Desiree RallsMorrison | Executive VP & Global Chief Legal Officer | Profile | |
| Gillian McDonald | Executive Vice President & Global Chief Restaurant Experience Officer | Profile | |
| Manuel Steijaert | Executive VP & President of International Operated Markets | Profile | |
| Brian Rice | Executive VP & Global CIO | Profile | |
| Joseph Erlinger | EVP & President of McDonald's USA | Profile | |
| Morgan Flatley | Executive VP and Global Chief Marketing Officer & New Business Ventures | Profile | |
| Dexter Congbalay | Vice President of Investor Relations | Profile |
Management Information & Data Sources
McDonalds is a mega-cap company across Hotels, Restaurants & Leisure, Consumer Services, Consumer Discretionary. Management effectiveness is reflected in operating results, capital allocation choices, and margin durability. Margin trends and reinvestment returns reveal whether management is creating or eroding shareholder value. CEO is Christopher Kempczinski with 150,000 employees and 10 reported executives.
McDonalds values are built from periodic company reporting and market reference feeds, with reporting definitions aligned before display. Analyst projections are included when active coverage applies. Insider and management fields are mapped from published filings and company disclosures.
Editorial review and methodology oversight provided by: Rifka Kats, Member of Macroaxis Editorial Board
Workforce Efficiency and Productivity
Workforce efficiency at McDonalds reveals how effectively labor resources are being converted into revenue and earnings over time. A disciplined workforce review can reveal whether execution quality is improving beneath the top-line numbers.
McDonalds Manpower Efficiency
Return on McDonalds Manpower
| Revenue Per Employee | 179.2K | |
| Revenue Per Executive | 2.7B | |
| Net Income Per Employee | 57.1K | |
| Net Income Per Executive | 856.3M |
Popular Tools for McDonalds Stock analysis
Stock TickersUse high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websitesOdds Of BankruptcyGet analysis of equity chance of financial distress in the next 2 yearsPortfolio File ImportQuickly import all of your third-party portfolios from your local drive in csv formatPerformance AnalysisCheck effects of mean-variance optimization against your current asset allocationIdea OptimizerApply mean-variance optimization to pre-computed thematic ideas and evaluate candidate allocationsPortfolio SuggestionGet suggestions outside of your existing asset allocation including your own model portfolios