portfolio-analyzer

To analyze multi-account portfolio allocation and risk, you map current holdings to live prices, classify sectors, and calculate geographic exposure. This process evaluates diversification against benchmarks to identify imbalances.

Portfolio rebalancing is the process of realigning asset weightings to match your target risk tolerance and income goals. You need it when market movements cause your actual allocations to drift from your desired benchmark targets.

To compare holdings against a market benchmark for diversification, you score your portfolio's sector allocation against the benchmark index. This highlights overweight and underweight positions to guide specific rebalancing recommendations.

Yes, you can extract dividend insights and income signals from existing stock holdings by mapping your positions with current price data. This evaluates your portfolio's geographic exposure and income generation against your goals.

Yes, portfolio analysis requires live price data to accurately evaluate current allocation and risk. Applying live pricing to your holdings ensures benchmark comparisons and diversification scoring reflect real-time market conditions.