Advanced Analytics Dashboard

The Analytics page provides 20+ professional tools across 5 tabs.

Performance Tab

• Performance Attribution — Allocation effect, selection effect, waterfall chart
• Excess Return vs Benchmark — Outperformance/underperformance bands
• Drawdown Analysis — Max drawdown, recovery periods, peak-to-trough
• Rolling Statistics — Rolling Sharpe, volatility, returns with violin plots

Risk Tab

• Risk Decomposition — Factor exposures (Fama-French 5-factor model)
• VaR & CVaR — Value at Risk at 95% and 99% confidence
• Correlation Heatmap — Correlation matrix with diversification analysis
• Stress Scenarios — Historical crisis simulations
• Holdings Concentration — Pareto analysis (80/20 rule) with treemap

Allocation Tab

• Sector Allocation — Pie/donut chart with drill-down
• Asset Class Breakdown — Equity, fixed income, cash, alternatives, crypto
• Geographic Exposure — US vs international allocation

Income Tab

• Dividend Summary — Trailing 12-month income, yield, monthly chart
• Upcoming Dividends — Next 30 days of expected payments
• Income Growth — Year-over-year income comparison

Factor Tab

• Factor Investing — Exposure to Value, Growth, Momentum, Quality, Size
• Style Box — Morningstar-style 3x3 grid

Tip: Use the portfolio toggle to switch between single portfolio and "All Portfolios" combined view. Every chart supports hover tooltips and click-through drill-down.