Send any brokerage/account statement that reflects current portfolio holdings to KomoRebi to receive an analysis breaking down the Quantitative and Qualitative characteristics of the portfolio.
Included:
- Portfolio asset class breakdown
- Sector, Region, Market Cap/Valuation, Credit Quality, Interest Rate sensitivity
- Historical Performance & Returns Distribution
- Risk Metrics & Efficient Frontier
- Drawdown and Stress Tests against Financial Crises
- Breakdown of Fees you are currently paying