portfolio-health-check

A portfolio health check diagnoses existing holdings to evaluate concentration, factor exposures, and correlation clustering. It benchmarks current positions against risk preferences to detect inefficiencies and single-position vulnerabilities across equity-heavy or multi-asset portfolios.

Stress testing evaluates portfolio resilience by simulating historical scenarios and liquidity constraints. Import holdings and risk preferences to compute metrics stepwise, generating a health report that benchmarks operational and market resilience under adverse conditions.

Yes, factor exposure analysis decomposes your portfolio into underlying factors and detects clustering of correlated holdings. Import position data to compute correlation metrics stepwise, identifying hidden risks and diversification gaps in your current investments.

Portfolio diversification analysis applies to both equity-heavy and multi-asset portfolios. It assesses liquidity constraints, market exposures, and industry concentration to deliver concrete improvement plans tailored to your specific asset composition and risk profile.

You need to provide current holdings data including positions, cash allocations, benchmark references, and risk preferences. The workflow imports this data to compute risk metrics, correlation analyses, and stress tests, outputting a standardized health report with improvement plans.