Portfolios

Visit Sravz Portfolios Page

Portfolio Management Video Tutorial

Use Case

The Portfolios page provides a comprehensive investment portfolio management and analytics dashboard. It enables cross-asset analysis, performance tracking, and advanced quantitative analysis using machine learning models.

Key Features

Analytics Dashboard

• Summary Cards: At-a-glance metrics showing total portfolios, total value, total P&L, and best performer
• Portfolio Allocation Chart: Visual pie chart showing value distribution across portfolios
• P&L Performance Chart: Bar chart comparing profit/loss across all portfolios
• Top Holdings: Aggregated view of top 5 holdings across all portfolios with P&L indicators

Portfolio Summary Metrics

• Total Portfolios: Number of portfolios with profitable/losing breakdown
• Total Value: Combined market value of all portfolios
• Total P&L: Overall profit/loss with percentage return
• Best Performer: Portfolio with highest percentage return

Enhanced Portfolio Grid

• Visual P&L Indicators: Color-coded cells (green for profit, red for loss)
• Percentage Badges: Styled return badges with gradient backgrounds
• Visibility Status: Public/Private indicators with icons
• Owner Information: Portfolio creator details
• Sortable & Filterable: All columns support sorting and filtering

Asset Holdings Grid

• Symbol Display: Clear asset identification with icons
• Price Comparison: Purchase price vs current price with color coding
• P&L Breakdown: Individual asset profit/loss with directional arrows
• Weight Visualization: Progress bars showing portfolio weight allocation
• Return Badges: Percentage returns with color-coded styling

Supported Asset Types

• Futures: Commodity and financial futures contracts
• Indices: Major market indices (S&P 500, NASDAQ, etc.)
• Currencies: Forex pairs and currency markets
• Rates: Interest rate instruments
• Crypto: Cryptocurrency assets
• Stocks: Individual equity securities

Portfolio Analysis Tools (Tearsheets)

When you select a portfolio, advanced analysis tearsheets are generated:

Correlation & Covariance Analysis

• Asset correlation matrix
• Portfolio covariance structure
• Diversification metrics

Principal Components Analysis (PCA)

• Risk factor decomposition
• Variance explanation
• Portfolio factor exposure

Returns Analysis

• Historical returns distribution
• Risk-adjusted metrics (Sharpe, Sortino)
• Drawdown analysis

Time Series Analysis

• Trend decomposition
• Seasonality patterns
• Volatility clustering

Prophet Model Predictions

• Future price predictions
• Confidence intervals
• Change point detection
• Trend analysis with Facebook Prophet ML model

Leveraged Funds Analysis

• Performance comparison for leveraged ETFs
• Decay analysis
• Optimal holding period recommendations

Creating a Portfolio

1. Click “Create Portfolio” button
2. Enter portfolio name and description
3. Select assets from supported types (Futures, Index, Currency, Rates, Crypto, Stocks)
4. Set portfolio weights (must total 100%)
5. Double-click on Weight_Pct column to adjust weights

Portfolio Management

• View Details: Click the eye icon to view portfolio assets and analysis
• Refresh P&L: Update real-time prices and recalculate P&L
• Delete Portfolio: Remove portfolio (click delete icon)
• Public/Private: Set portfolio visibility for sharing

Sravz Portfolios - Screenshot

Screenshot:

Technical Details

• Real-time P&L: Prices refreshed on-demand with latest market data
• Multi-Asset Support: Unified view across different asset classes
• Responsive Design: Optimized for desktop and mobile devices
• Machine Learning: Prophet model for time series forecasting