Portfolio analytics for real portfolios.
Track portfolio value in AUD, compare components, model leverage with loan values, and review core performance statistics including CAGR, volatility, Sharpe ratio, and max drawdown.
PerformanceHistorical returns, benchmark comparison, rolling risk, and period controls.
LeveragePortfolio loan inputs, net value, gross exposure, loan-to-gross, and equity-to-gross metrics.
AllocationHoldings, markets, geographic exposure, property values, and cash positions.