Portfolio Analytics
Diagnosis · Risk metrics · Efficient frontier · Correlation analysis
Portfolio Diagnosis
5 positions · SPY benchmarkLargest Exposuresby weight
AAPL
25.0%
MSFT
25.0%
GOOGL
20.0%
AMZN
15.0%
NVDA
15.0%
Concentration RiskModerate
Top position
AAPL · 25.0%
Top 3 combined
70.0% of portfolio
HHI index
2100/ 10k
Risk Posture
Run analysis to compute beta, Sharpe, and VaR
Theme AlignmentLoading…
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Regime Alignment
Run analysis to compute portfolio beta and volatility for regime interpretation.
Frontier Efficiency
Run analysis to compare your current allocation against the efficient frontier.
What to Review
Run analysis to compute beta, Sharpe, VaR, and frontier efficiency — required for risk posture and regime alignment.
Analysis Settings
Used as comparison benchmark, or load its holdings into the editor.
%
Max weight per asset
Holdings
Your input allocation. Optimized weights from the Frontier tab can be applied here.
AAPL25.0%
MSFT25.0%
GOOGL20.0%
AMZN15.0%
NVDA15.0%
Save & Load
Deep Analysis
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