InvestorClaw — portfolio analysis

To analyze portfolio risk across multiple accounts, you aggregate holdings, performance metrics, and risk indicators using a data source like CSV, JSON, or an API feed. This provides a clear, data-driven overview for actionable insights.

Yes, you can use CSV, JSON, or API feeds as portfolio data sources for analysis. The system aggregates these inputs to compute metrics like return, volatility, and drawdown, surfacing risk signals across your accounts.

Deterministic portfolio analysis is the automated aggregation of holdings, weights, and values from multiple sources to deliver clear, actionable insights. It eliminates manual gathering by producing structured reports via MCP tools or REST endpoints.

You compute portfolio volatility and drawdown by applying the analysis tool to aggregated portfolio data. It calculates these metrics to surface risk signals, enabling advisors to recommend rebalancing based on target allocations.

Yes, portfolio analysis works with MCP tools and REST endpoints to return a structured report. This allows you to integrate the aggregated holdings, performance metrics, and risk indicators directly into your existing client-advisor planning workflows.