Improve Portfolio from holdings and P&L into a decision-support workspace with performance attribution, benchmark comparisons, diversification analysis, and scenario-based rebalancing.
Acceptance criteria
- Compare the portfolio and individual holdings to SPY plus relevant sector ETFs.
- Break performance and risk down by holding, sector, industry, company size, and user-defined category.
- Identify concentration, sector overlap, and correlated positions.
- Distinguish realized and unrealized returns.
- Preserve allocation charts and import/export behavior.
Improve Portfolio from holdings and P&L into a decision-support workspace with performance attribution, benchmark comparisons, diversification analysis, and scenario-based rebalancing.
Acceptance criteria