Investment Portfolio Analyzer
Analyze your investment portfolio for risk, diversification, and opportunities.
Agent Details
Connects to your brokerage accounts and analyzes your portfolio composition. It highlights concentration risks, suggests diversification opportunities, and provides insights based on modern portfolio theory.
Category
Finance
Capabilities
- Portfolio Analysis
- Risk Assessment
- Diversification Modeling
- Factor Analysis
Setup Instructions
1. Securely connect your brokerage accounts via a trusted aggregator.
2. Set your risk tolerance and investment goals.
3. Receive a comprehensive analysis of your portfolio.