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-001 | One-page portfolio overview What do my assets, holdings gains and losses, and risk look like overall right now? | Portfolio (example holdings) | Multi-series | Catalogue #3 P0 | Sample |
| PRT-018 | Personal money-weighted return Taking into account when I actually deposited and withdrew money, how much did my capital really earn? | Portfolio (example holdings) | Multi-series | Catalogue #123 P1 | Sample |
| PRT-024 | Timeline of trades and holding changes When did I buy and sell, and how did my position size change afterwards? | Portfolio (example holdings) | Multi-series | Catalogue #270 P2 | Sample |
| RSK-050 | Extreme stress replay scenario What happens if past stress periods are replayed on a given portfolio? | Risk and drawdown | Multi-series | Catalogue #628 P3 | Sample |
| PRT-045 | Portfolio deviation risk versus benchmark Are my active holdings diverging further from the benchmark? | Portfolio (example holdings) | Multi-series | Catalogue #856 P4 | Sample |
| PRT-048 | Risk change after reducing a position If a concentrated position is reduced, how do the allocation and historical volatility estimate change? | Portfolio (example holdings) | Multi-series | Catalogue #857 P4 | Sample |
| crossasset_portfolio-04 | Asset allocation drift and draft rebalance | Cross-asset portfolio (example holdings) | Multi-series | Workbench #4 P1 | Sample |
| crossasset_portfolio-07 | Risk contribution and hidden concentration | Cross-asset portfolio (example holdings) | Multi-series | Workbench #7 P1 | 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.