Roadmap

📊 Portfolio Health Score + AI Analysis

Get a smart overview of your entire portfolio:

• ✅Health Score out of 100 based on various financial indicators
• 🧠AI-powered insights highlighting strengths, weaknesses, and optimization tips
• 📉Risk analysis to detect imbalances or overexposure

🌍 In-Depth Stock Analysis

Go beyond the basics with detailed stock evaluations:

• 📈Growth potential based on past performance and market dynamics
• 🌐Geographic diversification: see how your portfolio is spread across regions
• 🏭Sector exposure: identify concentrations or gaps in your industry coverage
• 🧮Key ratios: including Sharpe ratio, volatility, and weight distribution
• 💼Market capitalization breakdown to balance small, mid, and large caps

🔗 Correlation Insights

Measure how your stocks move together — and against the market:

• 🔍Internal portfolio correlation: identify redundancies or diversification opportunities
• 🌎Country-based correlation: see how a stock relates to the market in a specific country
• 🏢Sector-based correlation: understand a stock's relationship with a particular industry
• 📊Useful for risk management and strategic rebalancing

📊📉 Benchmark with Market Indices

Compare your portfolio's performance to major indices:

• 🇺🇸S&P 500, Nasdaq 100
• 🇫🇷CAC 40 and more
• 📈Visual comparisons to evaluate over/underperformance
• 🔄Great for tracking strategy efficiency and market alignment

💸 Dividend Analysis

Track and analyze dividend performance across your portfolio.

🧮 Optimal Investment Calculator

Smart system to estimate the ideal amount to invest based on current market conditions.

⚖️ Portfolio Comparison Tool

Compare two stock portfolios side-by-side to spot strengths and weaknesses.

📁 Multi-Portfolio Management

Create, save, and switch between multiple portfolios easily.

📈 Community Trends Page

Discover what's trending in the community and follow market sentiment.