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-012 | Deposit and withdrawal waterfall Which external cash flows and investment factors explain the change in assets from start to end of the period? | Portfolio (example holdings) | Waterfall | Catalogue #66 P1 | Sample |
| PRT-017 | Portfolio return attribution How much do price, dividends, exchange rates and fees each contribute to investment results? | Portfolio (example holdings) | Waterfall | Catalogue #97 P1 | Sample |
| PRT-026 | Account fee drag How much do commissions, platform fees and financing costs eat into my results? | Portfolio (example holdings) | Waterfall | Catalogue #249 P2 | Sample |
| PRT-038 | Impact of exchange rates on personal investments For the same asset accounted for in HKD, how much of the profit or loss comes from exchange rates? | Portfolio (example holdings) | Waterfall | Catalogue #551 P3 | Sample |
| PRT-037 | Historical crisis replay scenario How might valuation change if current holdings went through a past market episode again? | Portfolio (example holdings) | Waterfall | Catalogue #658 P3 | Sample |
| PRT-043 | Sector allocation and stock selection attribution Does more of the excess return come from choosing the right sectors or from stock selection within sectors? | Portfolio (example holdings) | Waterfall | Catalogue #840 P4 | Sample |
| PRT-046 | Worst trading day P&L breakdown Which positions caused the portfolio's largest one-day loss? | Portfolio (example holdings) | Waterfall | Catalogue #841 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.