Investment Portfolio Analysis Made Simple
Transform complex portfolio data into actionable insights. Analyze performance, assess risk, and optimize your investment strategy with AI-powered tools.
Investment portfolio analysis doesn't have to feel like deciphering ancient hieroglyphics. Whether you're managing a pension fund with thousands of holdings or tracking a personal investment account, the right analysis can mean the difference between financial success and costly mistakes.
Picture this: You're staring at months of transaction data, trying to calculate your portfolio's Sharpe ratio while your coffee grows cold. Traditional spreadsheets make this process tedious and error-prone. But with AI-powered analysis, you can transform raw investment data into clear, actionable insights in minutes.
Why Modern Portfolio Analysis Matters
Risk-Adjusted Performance
Calculate Sharpe ratios, beta coefficients, and Value at Risk (VaR) automatically. Understand not just returns, but returns relative to the risk taken.
Asset Allocation Optimization
Identify overweight and underweight positions instantly. Rebalance recommendations based on target allocations and current market conditions.
Performance Attribution
Break down portfolio returns by sector, asset class, and individual holdings. See which investments are driving performance and which are dragging it down.
Benchmark Comparison
Compare your portfolio against relevant indices and benchmarks. Track alpha generation and identify areas for improvement.
Automated Reporting
Generate professional portfolio reports with charts, tables, and key metrics. Perfect for client presentations or internal reviews.
Real-Time Updates
Connect to market data feeds and see portfolio values update automatically. No more manual price updates or stale data.
From Data to Insights in Minutes
Transform your investment data into professional portfolio analysis with these simple steps:
Import Your Data
Upload transaction files from your broker, paste holdings data, or connect directly to financial data providers. Sourcetable handles all major formats including CSV, Excel, and PDF statements.
AI Analysis Setup
Tell Sourcetable what you want to analyze: 'Calculate portfolio performance for Q3' or 'Show me sector allocation vs benchmarks.' The AI understands financial terminology and analysis requirements.
Instant Calculations
Watch as complex metrics like Sharpe ratios, maximum drawdown, and correlation matrices appear automatically. No need to remember formulas or worry about calculation errors.
Visual Insights
Generate professional charts showing performance over time, asset allocation pie charts, and risk-return scatter plots. Customize colors, labels, and formatting with simple commands.
Export & Share
Create polished reports for stakeholders or export data for further analysis. Everything remains compatible with Excel and other financial software.
Real-World Portfolio Analysis Scenarios
Quarterly Performance Review
A portfolio manager needs to prepare quarterly reports for 50+ client accounts. Instead of spending days in Excel, they upload all account data and ask Sourcetable to 'generate performance summaries with benchmark comparisons for all accounts.' The AI creates standardized reports in minutes, highlighting top performers and underperformers with detailed attribution analysis.
Risk Assessment for New Client
An investment advisor meets with a new client who brings a portfolio of 30+ individual stocks. They paste the holdings list and ask 'What's the risk profile of this portfolio?' Sourcetable immediately calculates portfolio beta, sector concentrations, and correlation risks, revealing that 60% of holdings are in technology stocks with high correlation to each other.
Rebalancing Decision Support
A pension fund manager notices their equity allocation has drifted from 60% to 68% due to market gains. They input current holdings and target allocations, then ask 'Show me rebalancing trades to get back to target.' Sourcetable calculates exactly which positions to trim and which to increase, minimizing transaction costs and tax implications.
ESG Integration Analysis
An institutional investor wants to understand the ESG characteristics of their portfolio. They upload holdings data and ask 'Analyze ESG scores by sector and show impact on returns.' Sourcetable pulls ESG ratings and reveals that high-ESG holdings have outperformed by 2.3% annually while maintaining lower volatility.
Comprehensive Portfolio Analytics
Performance Metrics
Total return, annualized returns, Sharpe ratio, Sortino ratio, maximum drawdown, and Calmar ratio calculations with historical context.
Risk Analytics
Value at Risk (VaR), Conditional VaR, beta analysis, tracking error, and correlation matrices to understand portfolio risk exposures.
Attribution Analysis
Sector, style, and security-level attribution to identify sources of outperformance and underperformance versus benchmarks.
Asset Allocation Tools
Current vs target allocation analysis, rebalancing recommendations, and efficient frontier optimization for portfolio construction.
Benchmark Comparison
Compare against market indices, peer groups, or custom benchmarks with statistical significance testing and rolling period analysis.
Scenario Analysis
Stress testing and Monte Carlo simulations to understand portfolio behavior under different market conditions and economic scenarios.
Portfolio Analysis Examples
Example 1: Diversified Growth Portfolio
A balanced portfolio with 70% equities and 30% bonds shows strong risk-adjusted returns:
The analysis reveals that international equity exposure provided valuable diversification, reducing overall portfolio volatility while maintaining strong returns.
Example 2: Sector Concentration Risk
Analysis of a technology-focused portfolio reveals concentration risks:
Recommendation: Reduce technology allocation to 35% and increase exposure to defensive sectors like utilities and consumer staples to improve risk-adjusted returns.
Example 3: Fixed Income Ladder Analysis
A bond ladder strategy shows steady income generation with controlled interest rate risk:
The ladder structure provides predictable cash flows while maintaining flexibility to reinvest at higher rates if interest rates rise.
Frequently Asked Questions
What data formats does Sourcetable accept for portfolio analysis?
Sourcetable accepts CSV files, Excel spreadsheets, PDF statements from major brokerages, and direct data connections to financial data providers. You can also manually input holdings data or paste from other applications.
Can I compare my portfolio against custom benchmarks?
Yes! You can compare against standard indices like S&P 500, or create custom benchmarks using specific allocations or peer portfolios. Sourcetable supports multiple benchmark comparisons simultaneously.
How accurate are the risk calculations?
Sourcetable uses industry-standard formulas for all risk metrics including VaR, Sharpe ratios, and correlation calculations. Historical data accuracy depends on your input data quality and the time periods analyzed.
Can I analyze alternative investments like REITs or commodities?
Absolutely. Sourcetable handles all asset classes including stocks, bonds, REITs, commodities, ETFs, mutual funds, and even private investments with manual valuation inputs.
How often should I perform portfolio analysis?
Most portfolio managers review performance monthly and conduct comprehensive analysis quarterly. However, with Sourcetable's automation, you can monitor key metrics daily and run full analysis whenever needed.
Does Sourcetable provide investment recommendations?
Sourcetable provides analytical insights and identifies trends, but doesn't give specific investment advice. It highlights areas for potential improvement like overweight positions or correlation risks, but investment decisions remain yours.
Can I create professional reports for clients?
Yes! Sourcetable generates publication-ready reports with charts, tables, and key metrics. You can customize formatting, add your branding, and export to PDF or PowerPoint for client presentations.
Is my portfolio data secure?
Yes, Sourcetable uses enterprise-grade security with encryption in transit and at rest. Your data is never shared with third parties, and you maintain full control over access and permissions.
Sourcetable Frequently Asked Questions
How do I analyze data?
To analyze spreadsheet data, just upload a file and start asking questions. Sourcetable's AI can answer questions and do work for you. You can also take manual control, leveraging all the formulas and features you expect from Excel, Google Sheets or Python.
What data sources are supported?
We currently support a variety of data file formats including spreadsheets (.xls, .xlsx, .csv), tabular data (.tsv), JSON, and database data (MySQL, PostgreSQL, MongoDB). We also support application data, and most plain text data.
What data science tools are available?
Sourcetable's AI analyzes and cleans data without you having to write code. Use Python, SQL, NumPy, Pandas, SciPy, Scikit-learn, StatsModels, Matplotlib, Plotly, and Seaborn.
Can I analyze spreadsheets with multiple tabs?
Yes! Sourcetable's AI makes intelligent decisions on what spreadsheet data is being referred to in the chat. This is helpful for tasks like cross-tab VLOOKUPs. If you prefer more control, you can also refer to specific tabs by name.
Can I generate data visualizations?
Yes! It's very easy to generate clean-looking data visualizations using Sourcetable. Simply prompt the AI to create a chart or graph. All visualizations are downloadable and can be exported as interactive embeds.
What is the maximum file size?
Sourcetable supports files up to 10GB in size. Larger file limits are available upon request. For best AI performance on large datasets, make use of pivots and summaries.
Is this free?
Yes! Sourcetable's spreadsheet is free to use, just like Google Sheets. AI features have a daily usage limit. Users can upgrade to the pro plan for more credits.
Is there a discount for students, professors, or teachers?
Currently, Sourcetable is free for students and faculty, courtesy of free credits from OpenAI and Anthropic. Once those are exhausted, we will skip to a 50% discount plan.
Is Sourcetable programmable?
Yes. Regular spreadsheet users have full A1 formula-style referencing at their disposal. Advanced users can make use of Sourcetable's SQL editor and GUI, or ask our AI to write code for you.
Transform Your Investment Analysis Today
Join thousands of investment professionals using Sourcetable to optimize portfolio performance and reduce analysis time.