Portfolio Analyzer
Coming Soon
Planned Features
Portfolio Composition Analysis
- Asset allocation breakdown - Stocks, bonds, real estate, commodities, cash
- Geographic diversification - Domestic vs international exposure
- Sector analysis - Technology, healthcare, finance, etc. weightings
- Market cap distribution - Large, mid, small cap allocation
Risk Assessment Tools
- Portfolio beta calculation - Market sensitivity analysis
- Standard deviation analysis - Historical volatility measurement
- Sharpe ratio calculation - Risk-adjusted return analysis
- Maximum drawdown analysis - Worst-case scenario impact
Performance Analytics
- Total return calculation - Including dividends and capital gains
- Benchmark comparison - S&P 500, total market, target-date funds
- Risk-adjusted returns - Alpha generation analysis
- Cost analysis - Expense ratios, fees impact on returns
Optimization Recommendations
- Rebalancing suggestions - When and how to rebalance
- Tax-loss harvesting - Identify opportunities to minimize taxes
- Asset location optimization - Tax-advantaged vs taxable account allocation
- Low-cost alternatives - Suggest similar but cheaper investment options
Advanced Features
- Monte Carlo simulations - Probability of reaching financial goals
- Correlation analysis - How holdings move relative to each other
- Factor exposure - Value, growth, momentum, quality factors
- ESG scoring - Environmental, social, governance ratings
Database Integration
- Portfolio snapshots - Save and compare portfolio compositions over time
- Performance tracking - Historical returns and risk metrics
- Goal monitoring - Track progress toward investment objectives
- Rebalancing history - Log rebalancing actions and results
YouTube Integration
- Portfolio construction basics - Asset allocation fundamentals
- Diversification strategies - Geographic and sector diversification
- Rebalancing tutorials - When and how to rebalance effectively
- Risk management - Understanding and managing portfolio risk
This tool provides comprehensive analysis of investment portfolios to help optimize risk-return profiles and achieve long-term financial goals.