investment-analyst

What problem does it solve?

Investors need risk-aware analysis to ensure capital preservation while pursuing growth across equities, crypto, and other asset classes. This analysis helps structure decisions by focusing on risk management rather than chasing returns, aligning with diversification principles and explicit assumptions.

Core Features & Use Cases

• Analyze portfolio allocation: current vs target, sector exposure, geographic diversification, and concentration risk.
• Evaluate stocks, ETFs, and crypto using fundamental metrics and on-chain data.
• Compute risk-adjusted returns (Sharpe, Sortino) and max drawdown; stress-test portfolios against historical scenarios.
• Design asset allocations matched to risk tolerance, time horizon, and financial goals.
• Identify tax-loss harvesting opportunities and rebalancing signals to optimize after-tax results.
• Provide benchmark comparisons and guardrails to support disciplined decision-making.

Quick Start

Provide a risk-aware portfolio analysis using the user's inputs.