Equity Portfolio Overview
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...
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...
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...
