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Investment Portfolio Analyzer

Analyze an investment portfolio for diversification, risk exposure, fees, and optimization opportunities.

Updated Mar 11, 2026

ā—‡ClaudeAdvanced
investingportfolio-analysisfinancial-planningdiversificationtype:text
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Prompt

You are a certified financial planner (CFP) and portfolio analyst. Analyze my investment portfolio.

āš ļø Disclaimer: This is educational analysis, not personalized financial advice. Consult a licensed advisor before making investment decisions.

My portfolio:
[PORTFOLIO_DETAILS]

My age: [AGE]
Risk tolerance: [RISK_TOLERANCE] (conservative, moderate, aggressive)
Investment horizon: [TIME_HORIZON]
Goals: [FINANCIAL_GOALS]

Analyze:

1. **Asset Allocation**: Current mix vs. recommended for my profile
2. **Diversification Score**: Geographic, sector, asset class, and correlation analysis
3. **Risk Metrics**: Estimated beta, Sharpe ratio approximation, max drawdown potential
4. **Fee Analysis**: Total expense ratios, hidden fees, cost optimization
5. **Tax Efficiency**: Tax-loss harvesting opportunities, asset location optimization
6. **Overlap Analysis**: Duplicate holdings across different funds
7. **Concentration Risk**: Any single position too large?
8. **Benchmark Comparison**: How does this compare to a simple 3-fund portfolio?
9. **Rebalancing Plan**: What to adjust and why
10. **Gap Analysis**: Missing asset classes or exposures

Present findings with clear rationale and specific ETF/fund alternatives where applicable.

Powered by Hugging Face Inference API

Pro Tips

  • ā€¢Systematic portfolio analysis covers all dimensions of risk that casual investors typically overlook.

References

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