🎯 Strategy Alignment
Compares your current portfolio's sector allocation against proven strategic presets. Answers the question: "Is my portfolio drifting away from my intended investment style, and where are the largest imbalances?"
⚠️ Professional Standard: Based on real-time sector classification using standard S&P 500 sector mapping. No abstract asset classes—only actionable sector drift data calculated from your actual holdings.
How to use
- Select a Strategy Preset (e.g., Value Investing, Growth Momentum). A brief description of the strategy logic will appear below the selector.
- Click "Analyze" to fetch your current portfolio allocation.
- Review the Drift Analysis table: Look for the directional arrows — Positive drift (red ▲) means overweight (concentration risk), negative drift (blue ▼) means underweight.
- Target an Overall Alignment Score closer to 100% to ensure portfolio matches your strategic thesis.
🧪 What-if Simulation
Adjust sector weights manually to calculate the theoretical impact on portfolio risk (volatility) and expected return. Answers the question: "If I rebalance my portfolio to match this strategy, how will my risk/reward profile change?"
🛡️ Quantitative Approach: Risk and return estimates are based on historical sector volatility and return matrices. Use it to quantify the exact trade-off before executing real trades.
How to use
- Select a Strategy Preset and click "Load Portfolio".
- Modify the percentages in the "Simulated Weight (%)" column to test rebalancing scenarios.
- Click "Run Simulation".
- Analyze the resulting Delta: Look for the directional arrows (▲/▼) in Risk Change and Expected Return Change, along with the New Alignment Score, to make informed rebalancing decisions.