Equity Portfolio Overview
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Automated equity portfolio analytics report — live performance vs SPY benchmark (Sharpe ratio, Beta, R-squared, annualized return, max drawdown). Macroeconomic environment section pulls directly from FRED: GDP, CPI, unemployment, Fed Funds rate, 10-year yield. All figures source-attributed with pull date. Built with Python — Yahoo Finance + FRED API, fully automated from data pull through PDF generation.
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Q2 2026 S&P 500 sector performance scoreboard — 11 GICS sectors ranked by quarterly return, YTD, 52-week return, annualized volatility, and momentum signal. Technology led Q2 at +45.5%, Utilities lagged at -5.2%. SPY benchmark included for comparison. Momentum classification (Bullish/Neutral/Bearish) based on 20-day vs 50-day MA crossover with price confirmation. Live data pulled from Yahoo Finance. Fully automated — Python handles the data pull, computation, ranking, and PDF generation.
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Automated crypto portfolio intelligence report — 20 digital assets ranked by market cap, weight, and multi-timeframe return (24h, 7d, 30d).
Includes executive summary with portfolio-level Sharpe ratio, weighted return, VaR at 95% confidence, and concentration risk flag. Live data pulled from CoinGecko API. Built with Python — fully automated from data pull through PDF generation.
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