Risk–reward optimization · 80+ benchmarks · 5-year data · HTML dashboard
A bespoke analysis of your investment portfolio using a three-component architecture: performance evaluation, risk metrics (VaR, drawdown, volatility), and correlation analysis against 80+ benchmarks across all asset classes. It uses 5-year historical data and delivers actionable recommendations to optimize allocation and long-term returns while managing risk.
You receive a portfolio report, an HTML dashboard for interactive review, and an optimization plan with concrete recommendations. All outputs are tailored to your holdings and objectives.
Analysis is run against 80+ benchmarks spanning equities, fixed income, commodities, and other asset classes so you can see how your portfolio behaves relative to standard indices and alternatives.
It is a one-time deliverable: a snapshot analysis and report as of the data you provide. For updated views you can order a new run at any time.
Designed for individual investors and professionals who want institutional-grade portfolio analytics and optimization guidance without building the pipeline themselves. It supports allocation decisions and risk management and it is not intended as a stand alone system, nor as financial advice.