Portfolio & Risk
Example portfolios, risk and drawdown, and cross-asset portfolio views.
110 report specifications in this section
| ID | Title and research question | Category | Chart | Priority | Data |
|---|---|---|---|---|---|
| PRT-002 | Portfolio net asset value trend How much of the account's asset growth comes from capital contributed and how much from investment performance? | Portfolio (example holdings) | Line | Catalogue #13 P0 | Sample |
| PRT-006 | Portfolio versus benchmark return After removing the effect of deposits and withdrawals, has my investment performance beaten the benchmark? | Portfolio (example holdings) | Line | Catalogue #24 P0 | Sample |
| PRT-025 | Portfolio relative strength Is the portfolio's advantage over its benchmark widening or narrowing? | Portfolio (example holdings) | Line | Catalogue #235 P2 | Sample |
| PRT-023 | Savings goal progress Based on my current assets and the user's assumptions, how far am I from my goal? | Portfolio (example holdings) | Line | Catalogue #273 P2 | Sample |
| PRT-039 | Margin interest and its drag on returns Does the actual cost of borrowed funds erode investment results? | Portfolio (example holdings) | Line | Catalogue #513 P3 | Sample |
| PRT-044 | Active management information ratio Is the excess return earned over the benchmark enough to compensate for the tracking risk? | Portfolio (example holdings) | Line | Catalogue #799 P3 | Sample |
Priority is a planning estimate from the original specification workbook, not popularity or performance. Catalogue reports are ordered 1–1,000; product reports are ranked only within their own workbench.