Holdings & Portfolio Optimization

Manage virtual positions and apply quantitative modern portfolio algorithms to balance risk and returns.

Holdings Tab

A ledger of your positions showing purchase price, current price, shares, total allocation weight, and net unrealized PnL.

Optimization Engine (MPT)

Using Modern Portfolio Theory (MPT), the system computes:

• Max Sharpe Allocation: Resolves the asset weight mix that maximizes return per unit of volatility.
• Minimum Variance Allocation: Formulates the lowest-risk combination of assets using historical covariances.

Analytics & Diversification

The platform features an interactive analytics suite in the Portfolio tab to visualize exposure risk:

• Sectors & Industry breakdown: Auto-categorizes holdings into global equity sectors.
• Market Capitalization: Tracks allocation across Mega, Large, Mid, and Small Cap equities.
• CorPlot Matrix: An interactive heat map (Correlation Plot) that computes the cross-asset correlation of all holdings to ensure true portfolio diversification.