Portfolio Risk Dashboard
Investing & FinanceCowork●●Intermediateportfolio riskcorrelationdiversificationdrawdownbetainvestingdashboard
Prompt
Build a portfolio risk analysis dashboard. I will input my holdings and allocation percentages.
Show a correlation matrix between all holdings. Highlight pairs above 0.7 as high risk. Group holdings that would move together in a selloff.
Sector concentration pie chart. Flag any sector above 30%.
Drawdown analysis: max drawdown for each position over 1, 3, and 5 years. Estimated portfolio drawdown in a 2022-style tech selloff and a 2020-style crash.
Risk contribution: which single position contributes the most risk? Which is most vulnerable to a specific factor (rates, regulation, one customer)?
Portfolio beta vs S&P 500 broken down by position.
Diversification score 0-100. If below 60, suggest 2 positions to trim and what would improve diversification without changing the thesis.
Dark UI with green/red indicators. Include an input field for entering holdings.Generate sample demo data
Sample finance data with plan, actual, variance, and driver notes.