Portfolio Analyzer
The FITools Portfolio Analyzer provides comprehensive insights into your overall portfolio performance and risk profile.
Analysis Features
Section titled “Analysis Features”- Risk Metrics: Beta, correlation, Value at Risk (VaR)
- Performance: Returns, Sharpe ratio, alpha
- Diversification: Sector and asset allocation analysis
- Options Exposure: Greeks aggregation across all positions
Optimization Tools
Section titled “Optimization Tools”- Rebalancing recommendations
- Risk-adjusted position sizing
- Hedging suggestions
- Tax-loss harvesting opportunities