This task can be performed using InvestSpy
Advanced investment portfolio tools made simple
Best product for this task
InvestSpy
fintech
InvestSpy is a cloud-based financial analytics platform offering a comprehensive suite of tools for analyzing investment portfolio performance and risk. From basic performance tracking to advanced risk assessment, it supports investors at all levels.
What to expect from an ideal product
- Track your portfolio's asset allocation across different sectors and investment types in real-time to spot when you're overexposed to any single area
- Set up automatic alerts that notify you when your portfolio drifts beyond your target allocation percentages so you can rebalance before it's too late
- Use built-in correlation analysis tools to identify which investments move together and find opportunities to spread risk across truly independent assets
- Compare your current portfolio mix against recommended allocation models based on your risk tolerance and investment timeline
- Generate detailed reports showing portfolio concentration risks and suggested trades to improve diversification without disrupting your overall strategy
