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-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-025 | Portfolio relative strength Is the portfolio's advantage over its benchmark widening or narrowing? | Portfolio (example holdings) | Line | Catalogue #235 P2 | 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-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-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 |
| 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-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-029 | Reconciliation of holdings market value with broker valuation How does my valuation differ from what my broker shows, and why? | Portfolio (example holdings) | Table | Catalogue #274 P2 | Sample |
| PRT-027 | Multi-account consolidated view What is the combined exposure across different brokers and household investment accounts? | Portfolio (example holdings) | Stacked bar | Catalogue #294 P2 | Sample |
| PRT-021 | Holdings correlation matrix Which holdings' prices often move in the same direction? | Portfolio (example holdings) | Matrix | Catalogue #323 P2 | Sample |
| PRT-030 | Holding age and profit and loss How do the earnings profiles of long-held positions differ from recent purchases? | Portfolio (example holdings) | Scatter | Catalogue #324 P2 | Sample |
| RSK-006 | Downside risk and Sortino Is the risk of negative returns reasonable relative to the return earned? | Risk and drawdown | Line | Catalogue #361 P2 | Sample |
| RSK-007 | Sharpe risk-adjusted return How much excess return is earned per unit of volatility? | Risk and drawdown | Line | Catalogue #362 P2 | Sample |
| RSK-008 | Historical VaR and Expected Shortfall What range do historical tail losses roughly fall into? | Risk and drawdown | Histogram | Catalogue #363 P2 | Sample |
| RSK-010 | Drawdown recovery time How long did each past decline take to recover its prior high? | Risk and drawdown | Histogram | Catalogue #364 P2 | Sample |
| RSK-011 | Volatility historical percentile Is current volatility already above most of its history? | Risk and drawdown | Line | Catalogue #365 P2 | Sample |
| RSK-018 | Historical probability of loss by holding period Does the share of historical loss samples fall as the holding period lengthens? | Risk and drawdown | Line | Catalogue #366 P2 | Sample |
| RSK-019 | Holding-period return percentile bands How wide is the historical gap between upside and downside across holding periods? | Risk and drawdown | Range | Catalogue #367 P2 | Sample |
| RSK-023 | Rolling benchmark correlation Is the relationship between the stock and the market changing? | Risk and drawdown | Line | Catalogue #368 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-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 |
| PRT-031 | Open lot cost map What is the current profit or loss on each purchase lot of the same stock? | Portfolio (example holdings) | Range | Catalogue #549 P3 | Sample |
| PRT-032 | Risk budget utilization Do the current portfolio's historical risk metrics exceed the limits I have set? | Portfolio (example holdings) | Range | Catalogue #550 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.