Investment Factor Exposure Analyzer (Self-Assessment)
Manually assess and visualize the perceived factor tilts of your portfolio holdings.
** VERY IMPORTANT - PLEASE READ **
- This tool is for educational and self-assessment purposes ONLY.
- The analysis is based entirely on **your manually entered data and subjective ratings** of factor exposures. It does NOT use live market data or perform quantitative factor analysis.
- Factor definitions are simplified. Factor investing has its own risks and performance can be cyclical.
- This tool **DOES NOT provide investment advice.** Consult a qualified financial advisor for investment decisions.
Portfolio Holdings & Factor Ratings
List each holding, its percentage allocation in your portfolio, and your subjective rating of its exposure to each factor. The total allocation should sum to 100%. Ratings: +2 (Strong Towards), +1 (Moderate Towards), 0 (Neutral/NA), -1 (Moderate Away), -2 (Strong Away).
Total Allocation: 0 %
This analyzer provides a qualitative overview based on your subjective ratings. A positive score suggests a perceived tilt towards the factor, a negative score a tilt away. The magnitude indicates the strength of this tilt across your portfolio.