Comprehensive Portfolio Analysis

Chiagoziem Anyanwu

Starting at

2,000

About this service

Summary

I offer a tailored portfolio analysis service that delivers data-driven insights, actionable optimization strategies, and interactive performance-tracking tools. My unique edge lies in combining in-depth financial analysis with user-friendly visual dashboards, ensuring clients understand their portfolio's performance and have clear improvement steps.

Process

Initial Consultation & Objective Setting:

Understand the client's financial goals, risk tolerance, and investment horizon.

Define key performance metrics and expectations for the analysis.

Data Collection & Portfolio Assessment:

Gather historical performance data, asset allocation details, and relevant market indicators.

Assess portfolio structure, diversification, and historical trends.

Risk & Performance Analysis:

Perform risk assessments using metrics such as Value at Risk (VaR) and Beta.

Evaluate historical returns and risk-adjusted performance indicators like Sharpe and Sortino Ratios.

Optimization & Scenario Modeling:

Run optimization models using stress tests.

Provide tailored asset allocation recommendations based on different market scenarios.

Interactive Dashboard Development:

Build a user-friendly Excel- or Power BI-based dashboard for real-time portfolio tracking.

Visualize performance, asset allocation, and risk metrics dynamically.

Delivery of Final Reports & Recommendations:

Provide a comprehensive portfolio analysis report with insights and actionable strategies.

Present an investment optimization document with clear steps for improvement.

Share an interactive performance dashboard for ongoing tracking.

Client Review & Revisions:

Conduct a review session to walk through the deliverables.

Implement up to two revisions based on client feedback.

Support:

Offer periodic check-ins to ensure alignment with financial goals.

Provide updates based on market conditions if required.

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.

What's included

Comprehensive Portfolio Analysis Report
Description: A detailed report analyzing portfolio structure, performance, and risk profile. It includes an assessment of asset allocation, diversification, historical performance, and key financial metrics such as Sharpe Ratio, Alpha, and Beta. Format: PDF Document Quantity: 1 report Revisions: Up to 2 revisions based on client feedback
Investment Optimization Recomendation
Description: A tailored document providing actionable investment recommendations to optimize asset allocation, improve risk-return profiles, and align with the client’s financial goals. It includes rebalancing strategies, asset class adjustments, and suggested target allocations. Format: PDF Document Quantity: 1 document Revisions: Up to 1 revision based on client feedback Additional Details: Includes specific actionable steps and scenario-based recommendations.
Portfolio Performance Dashboard
Description: A simple Excel- or Power BI-based dashboard presenting key portfolio metrics, risk exposure, and performance trends in an easy-to-understand visual format. Format: Excel Workbook / Tableau File Quantity: 1 dashboard Revisions: Up to 1 minor adjustment post-delivery Additional Details: Includes customizable filters for client-specific analysis.

Duration

4 weeks

Skills and tools

Financial Advisor

Financial Analyst

Financial Consultant