Investment Performance Analytics
Portfolio Configuration
Configure your portfolio allocation: Define which assets compose your monthly investment. Total allocation must equal 100%.
Total Monthly Investment
€0
From Budget Dashboard
Total Allocated
0%
Add assets below
Number of Assets
0
Diversification
Asset Allocation
Key Performance Indicators
Performance Analysis
Portfolio Evolution
Monthly Returns
Asset Allocation
Contribution by Asset
Risk Analysis
Maximum Drawdown
Rolling Volatility (30d)
Returns Distribution
Value at Risk (VaR 95%)
Detailed Risk Metrics
| Metric | Value | Interpretation | Benchmark |
|---|
Correlation Matrix
Correlation between your portfolio assets
Advanced Metrics
Rolling Sharpe Ratio
Alpha vs Beta
Sortino Ratio
Calmar Ratio
Alphy AI - Recommendations
Portfolio Optimizer
MarkowitzAllocation optimization based on efficient frontier
Click "Run AI Analysis" to generate results
LSTM Predictor
Deep LearningFuture returns prediction via neural network
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Risk Analyzer
Monte CarloScenario simulation and probabilistic analysis
Click "Run AI Analysis" to generate results
Smart Rebalancer
MLIntelligent rebalancing recommendations
Click "Run AI Analysis" to generate results