Investment Portfolio Analysis

Find education and training classes and material for both professional and individual investors.

Why Porfolio Doctor should be your go-to analytical tool for smart investment ?

PortfolioDoctor.ai is a web-based platform catering to individuals who would like to have some control over their portfolios. By providing easy to use and easy to understand analytical tools to management risk and construct optimal portfolios, our platform aims at democratizing “equity analysis” and leveling the play field for ordinary people with limited knowledge about the capital market. More sophisticated investors can also benefit from the datadriven insights based upon traditional analysis and machine learning algorithms. Any user of this platform can be empowered to be an insightful equity analyst commensurable to those at the research desk in big Wall Street firms. Specifically, you will be able to perform following critical functions using the system:

Stock (and ETF) mining and discovery

How to sift through tens of thousands of stocks and ETFs in the market and find potential candidates to add to your investment portfolio? This is the basic issue facing any individual investor. PortfolioDoctor platform provides an efficient powerful mining shovel to do the job. You don’t even have to search for a large gem---so long what you find fits your investment preference, with a favorable riskreturn profile, it could be a viable candidate, subjecting to further analysis to see if it will make your overall portfolio better off---by either reducing the risk while maintaining
the same return; or enhancing the return for the same risk. For single stocks, the platform provided more than a dozen criteria for you to search your dream stocks. In addition to the popular performance metric such as PE vs growth ratio, other platform-calculated yardsticks such as return vs risk ratio, relative performance ratio (over the broad market) are also included. If you prefer more diversified and stable portfolio rather than single stocks, you can perform the ETF mining, which is under tab “ETF Query and Selection”, from which you can winnow out various ETFs by different categories or investment strategy, such as “High Quality Stock ETF”, “Stable Dividend ETF”, “Health Care ETF”, “High Growth ETF”, and ETF with the best relative performance or best risk-return ratio ETF, , etc.

Valuation analysis: Price target and suggested entry point (with high confidence): 12-month price target

e price target is estimated by considering three factors: outlook of earning power, stock rating wall street analysts, market sentiment based upon social media (guru discussion in news & individual trader chat). Macro and Policy trends are also considered. The weights on each factor are determined by both learning algorithms and traditional statistical analysis.

Benchmarking with sector peers and competitors

capital market, the fair value of an asset is always relative. No true value can be revealed without comparison study of other assets with similar attributes. Our platform makes such comparison easier and intuitive.

Risk assessment:

• Market risk (Price movement pattern and trading risk, volatility and Maximum Drawdown, etc)

• Credit risk (i.e. the company’s financial healthiness)

• Liquidity Risk (How active the stock/ETF is traded)

• Financial Statement fraud risk (The probability of manipulation of the financial disclosure by the company is estimated.)

Portfolio Diagnosis and Optimization:

Investment is all about portfolio. It is the judicious construction of a well-balanced portfolio that could make it possible to beat the market, if at all. Most individual investors lose money due to the disproportionally buying and selling a few hot stocks recommended by his/her smart friends or influence on TV. Selecting a single stock or ETF to add to your portfolio, therefore, should not be taken lightly. You should ask yourself two questions before doing so: First: Is this stock good enough to hold for the time horizon you planned? Second: How will this new addition affect the risk and return profile of your EXISTING portfolio? To answer the first question, you can use our platform to mine the stocks according to various criteria (See below) and then use the analytical tool (See “Single Stock and ETF Analysis) to get a deep dive into the worthiness of investing the stock, including the valuation and risk assessment as described above. To address the second question, you can rely on the Portfolio Analysis tool (under the tab “Run Portfolio”), which includes two functions, i.e. Portfolio Diagnosis and Portfolio Optimization. Diagnosis provides investors with diagnostic and prognostic analysis including “bad apple” identification and risk-return projections for your portfolio; Portfolio Optimization offers suggestions regarding the adjustment of your portfolio to get based on risk-return preferences.

Donec Cras Phasellus

Donec Cras Phasellus

Start Learning
Libero Viverra Aliquam

Libero Viverra Aliquam

Start Learning
Quam Donec Rhoncus

Quam Donec Rhoncus

Start Learning