Portfolio Risk Analyzer
Smart portfolios match your risk style
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Features
This tool helps investors analyze and optimize their investment portfolios based on personal risk tolerance. Users can track multiple asset types, select their preferred risk profile (conservative, balanced, or aggressive), and receive data-driven allocation recommendations. The tool visualizes current versus target allocations, allows portfolio data management, and provides clear guidance for rebalancing investments to match chosen risk strategies.
- Easy Asset Tracking
- Add and manage all your investments in one place, from stocks and bonds to real estate and digital currencies.
- Personal Risk Assessment
- Choose your investing style with simple conservative, balanced, or aggressive options that match your comfort level.
- Smart Portfolio Analysis
- Get clear, visual recommendations showing how to adjust your investments to better match your goals.
- Investment Progress Tracking
- Save and track your portfolio changes over time, with easy options to export your data whenever you need it.
- Mobile-Friendly Design
- Check and update your portfolio from any device with an interface that works smoothly on phones and tablets.
- Visual Investment Guide
- See colorful charts that make it simple to understand where your money is invested and where it should be.
Build with Macaron
let’s build an asset tracking and allocation app. I want to be able to input or paste all my current assets—including cash, stocks, bonds, real estate, and cryptocurrency—right from the homepage. After I choose my risk profile (conservative, balanced, or aggressive), the app should generate an ideal allocation plan using preset logic. For example: conservative = max 40% in medium/high-risk assets (like stocks or crypto), balanced = 40%–60%, aggressive = at least 60%. I’d like to see this visually with a chart showing normal ranges. Please make sure the results can be saved, exported, or cleared, and keep the mobile experience smooth and intuitive.