portfolio analytics

Portfolio analytics is the process of evaluating a collection of investments, such as stocks, bonds, or real estate, to assess their performance and risk. It helps investors understand how their assets work together, how much risk they are taking, and whether they can meet their financial goals. By analyzing historical returns, market trends, and economic factors, portfolio analytics provides insights into the strengths and weaknesses of an investment strategy, helping individuals and institutions make informed decisions to optimize their financial outcomes while managing potential risks.