Summary

FAQs

• What tools do you use for portfolio analysis?

  I utilize tools like Python (Pandas, NumPy, Matplotlib) for data analysis, Microsoft Excel for modeling and reporting, and Tableau/Power BI for interactive visual dashboards.

• What is included in the portfolio analysis service?

  A portfolio analysis service includes a comprehensive portfolio analysis report, an investment optimization document, and an interactive performance dashboard. These deliverables provide insights into asset performance, risk exposure, and actionable strategies for optimization.

• How long does the portfolio analysis process take?

  The standard timeframe is 4 weeks, broken into phases: Data Collection (1 week), Analysis (2 weeks), and Report & Dashboard Delivery (1 week).

• How will I receive the deliverables?

  You’ll receive the Comprehensive Analysis Report and Optimization Document in PDF format, and the Interactive Dashboard will be shared via Excel or Power BI files.

• Can I request revisions to the deliverables?

  Yes, offering up to two revisions for the reports and one adjustment for the interactive dashboard based on your feedback.

• What types of assets can you analyze?

  I analyze a broad range of assets, including equities, bonds, commodities, and emerging market assets.

• How do you ensure the accuracy of your analysis?

  I use proven financial models like Discounted Cash Flow (DCF), Sharpe Ratio, and Monte Carlo Simulations, and I conduct stress testing to ensure accuracy and reliability.

• Do you offer ongoing portfolio monitoring after the project?

  Ongoing monitoring is optional and can be arranged under a separate agreement for periodic reviews and updates.

• Can you handle both individual and institutional portfolios?

  No, we analyze portfolios for individual investors only.

• How do we get started?

  You can schedule an initial consultation to discuss your portfolio goals, after which we’ll outline a custom project plan tailored to your needs.