trade-portfolio

Portfolio rebalancing suggestions are generated by assessing your current holdings against SPY benchmarks and calculating beta-weighted delta. The analysis produces actionable, scenario-based recommendations to adjust allocations and optimize overall portfolio risk and yield.

Beta-weighted delta measures portfolio risk by adjusting your holdings' sensitivity relative to a benchmark like SPY. It aggregates individual asset betas to show your overall directional exposure, helping you understand how market movements will impact your total portfolio value.

Yes, you can evaluate dividend yield and income metrics for a 5-10 holding portfolio. The analysis applies across your holdings to calculate dividend metrics and assess income generation, which is then factored into the overall portfolio health and diversification report.

Yes, you need live price data via web search and up-to-date beta information to generate a portfolio health report. Current market data is required to accurately calculate benchmark comparisons, beta-weighted delta, and real-time dividend metrics for the final analysis.

Auditing automated strategies for diversification and yield involves running a comprehensive portfolio analysis on the strategy's holdings. This process evaluates sector exposure, concentration risk, and dividend metrics against benchmarks to ensure the automated allocations maintain proper risk parameters.