How to use the portfolio analyzer: ACTUAL vs all-BTC vs all-MSTR
Enter your real BTC and MSTR purchases and see what would have happened if you'd gone all-in on either asset. Runs privately in your browser.
The portfolio analyzer answers the question most actual investors have: given my real purchase history — mixed BTC and MSTR buys at different times — how would things have looked if I'd gone all-in on one or the other?
Entering your purchases
Add each lot individually (asset, date, and USD amount invested) or paste a CSV file exported from a spreadsheet. The tool accepts any mix of BTC and MSTR purchases across any date range from August 2020 onward. Your data is stored only in your browser's localStorage and is never sent anywhere.
The three scenarios
- ACTUAL: the real mix you entered — your actual return given your exact purchases.
- All-BTC: what those same dollars, spent on those same dates, would be worth today if every purchase went into bitcoin.
- All-MSTR: the same dollars and dates, but every lot buys MSTR instead.
How pricing works
The tool uses the same historical price data as the calculator — the nearest available closing price for each purchase date. For the maximum time range, BTC prices come from weekly Binance candles and MSTR from monthly Yahoo candles, so the methodology note reads 'nearest available close' rather than 'exact daily close.'
What to look for
- If ACTUAL tracks closer to all-BTC, your mix behaved mostly like a bitcoin holder over that period.
- A large gap between all-MSTR and all-BTC reflects premium expansion or compression — not just the underlying asset move.
- Blended cost basis shows your dollar-weighted average entry, not a simple average of your dates.
Privacy
Share links carry only three aggregate numbers — total lot count, earliest purchase month, and the three percentage returns — never individual amounts, dates, or lot details. Use 'Clear my data' in the tool to permanently wipe all localStorage entries.
Ready to put numbers on it? Open the calculator →