Portfolio Analytics Tool

Portfolio Analytics Tool turns share holdings and market data into a comparable set of return, volatility, drawdown, Sharpe, and Sortino measures.

The Python workflow uses yfinance, NumPy, Pandas, SciPy, and Matplotlib to evaluate the current allocation beside simulated and optimized portfolios. The efficient-frontier plot highlights maximum-Sharpe and minimum-volatility reference points without hiding the rest of the distribution.

The output is designed for research rather than automatic investment advice. Data windows, market assumptions, and optimization constraints remain part of the interpretation; one current analyzed portfolio records a 1.74 Sharpe ratio and 2.52 Sortino ratio.