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Portfolio Analytics

Overview

Portfolio analytics provides advanced analytical capabilities for deep insights into portfolio performance, risk, and opportunities.

Analytical Tools

Performance Analytics

Return analysis:

  • Attribution analysis
  • Contribution analysis
  • Risk-adjusted returns
  • Scenario modeling

Risk Analytics

Risk assessment:

  • Portfolio risk metrics
  • Concentration analysis
  • Correlation analysis
  • Stress testing

Predictive Analytics

Forecasting Models

Future projections:

  • Performance forecasting
  • Cash flow modeling
  • Exit scenarios
  • Market predictions

Visualization

Analytics Dashboards

Visual insights:

  • Interactive charts
  • Heat maps
  • Trend lines
  • Custom visualizations