Portfolio Performance Analysis
Portfolio Return

+15.25%

vs. S&P 500

+3.45%

Best Day

+4.23%

Mar 15, 2024
Worst Day

-2.89%

Feb 28, 2024
Risk Analysis
Risk Metrics
Portfolio Beta

1.15

Moderate Risk

Higher than market volatility

Sharpe Ratio

1.82

Good

Strong risk-adjusted returns

Max Drawdown

-12.45%

Occurred on Jan 15, 2024

Volatility (30D)

18.32%

Moderate

Annualized standard deviation

Sector Breakdown
Geographical Exposure
Asset Type Distribution
Stock Correlation Matrix
Trade Performance Analysis
Win Rate
68.5% Good
Avg. Profit/Trade
+$245.32
Avg. Hold Time
47 days
Success Rate
72.4% High
Top Trades
NVDA

+$12,450

+45.2%

Hold Time: 3 months

META

-$3,240

-15.8%

Hold Time: 45 days

AI-Powered Market Predictions
AI Recommendations
Consider increasing Tech sector exposure
AI predicts 12% sector growth in next quarter
Portfolio rebalancing needed
Current allocation deviates from optimal by 15%
Market Sentiment Analysis
AAPL
Bullish
Custom Reports
Monthly Performance Report
Last generated: Today
Trade History Export
Last generated: Yesterday
Alert Settings
Price Alert
AAPL above $180
Portfolio Alert
5% daily loss threshold