Investment Performance Analytics
Asset Allocation Simulations
Active Allocation
Saved
Name:
Default
Linked Simulation:
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Total Allocated:
0%
Assets:
0
Last Updated:
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Your Allocations
No saved allocations yet
Portfolio Configuration
Percent Mode: Define allocation as percentage of total monthly investment. Total must equal 100%.
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