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-003 | Today's holdings profit and loss ranking Which holdings made or lost the account the most today? | Portfolio (example holdings) | Bar | Catalogue #14 P0 | Sample |
| PRT-005 | Unrealized gain/loss on holdings Is each open position currently ahead of or behind its actual cost? | Portfolio (example holdings) | Bar | Catalogue #15 P0 | Sample |
| PRT-014 | Holdings performance contribution Which instruments are driving most of the overall return? | Portfolio (example holdings) | Bar | Catalogue #76 P1 | Sample |
| RSK-009 | Drawdown event comparison How does the latest market decline compare with the largest past declines? | Risk and drawdown | Bar | Catalogue #134 P1 | Sample |
| PRT-008 | Dividend income ledger How much in dividends and fund distributions did the portfolio actually receive? | Portfolio (example holdings) | Bar | Catalogue #146 P1 | Sample |
| PRT-020 | Holdings risk contribution Which positions have small weights yet contribute a lot of portfolio volatility? | Portfolio (example holdings) | Bar | Catalogue #179 P1 | Sample |
| PRT-028 | Months of cash coverage How long can current cash fund the planned monthly withdrawals? | Portfolio (example holdings) | Bar | Catalogue #236 P2 | Sample |
| PRT-022 | Rebalancing amount scenario How much would each asset class need to be adjusted to return to my target allocation? | Portfolio (example holdings) | Bar | Catalogue #272 P2 | Sample |
| PRT-040 | Portfolio turnover rate Is trading too frequent, and how much of the capital turns over each period? | Portfolio (example holdings) | Bar | Catalogue #514 P3 | Sample |
| RSK-012 | Average loss on down days How much does the market typically fall on negative-return days? | Risk and drawdown | Bar | Catalogue #613 P3 | Sample |
| RSK-016 | Frequency of extreme loss breaches How often do declines exceed the preset threshold? | Risk and drawdown | Bar | Catalogue #615 P3 | Sample |
| RSK-020 | High-volatility market conditional analysis How do individual stocks perform when the market swings sharply? | Risk and drawdown | Bar | Catalogue #617 P3 | Sample |
| RSK-022 | Upside and downside capture ratios Does the magnitude captured differ when the market rises and falls? | Risk and drawdown | Bar | Catalogue #619 P3 | Sample |
| PRT-036 | Portfolio tail loss In scenarios worse than the VaR threshold, how large is the average loss? | Portfolio (example holdings) | Bar | Catalogue #640 P3 | Sample |
| PRT-047 | New-money allocation scenario How much can allocation drift be reduced using new money alone? | Portfolio (example holdings) | Bar | Catalogue #756 P3 | Sample |
| RSK-034 | Tail gain-to-loss ratio Are the tails of the best and worst returns symmetric? | Risk and drawdown | Bar | Catalogue #963 P4 | 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.